Assistant wealth management advisor

Archer Private Wealth is an independent firm specializing in financial planning, portfolio management and insurance for affluent and high-net-worth clients.

Our mission: to maximize our customers' wealth, optimize their tax situation and help them achieve financial freedom with complete peace of mind.

We combine rigor, strategic vision and a human approach to design customized wealth strategies.

Our values: leadership , transparency , excellence and partnership .

If you share these values and want to make a real difference, we'd love to meet you!

Mission statement

Reporting to an Advisor Manager, the Assistant Advisor acts as a strategic right-hand man. In addition to supporting the advisor in managing his or her clientele, he or she progressively takes charge of certain clients. This role is a gateway to a wealth management advisor position.

Main responsibilities...