Junior Associate

About Us

Herr Wealth Advisory is a family-owned financial planning organization dedicated to helping clients achieve their financial and life goals through holistic financial planning services. We prioritize long‑term relationships built on trust, ability, and a commitment to delivering exceptional service and objective advice. Join us in empowering clients to secure their financial future while being part of a supportive, innovative, and advice‑driven team.

The Opportunity

We are seeking a proactive and client‑focused Junior Associate to join our growing team. This role is critical to supporting strong client relationships, ensuring smooth operations, and assisting with investment and financial planning activities. If you have a keen eye for detail, strong communication skills, and a passion for financial services, we’d love to hear from you.

What You’ll Do

• ✔ Respond to client and adviser inquiries via phone, em...