Join Our Team as a Licensed Client Engagement Associate – Entry Level

Are you passionate about helping families plan for their financial future? Do you thrive in a professional, education-first environment where you can make a lasting impact? Moon Wealth Partners is looking for a Licensed Client Engagement Associate to join our team and grow within our innovative Financial Architecture model.

At Moon Wealth Partners, we believe retirement planning should be clear, comprehensive, and empowering. Through our Retirement Blueprint approach, we help families coordinate every aspect of their financial lives—retirement income, tax strategy, estate planning, wealth preservation, and more—into a unified plan. If you're ready to be part of a team that values professionalism, accountability, and long-term impact, we’d love to hear from you!

What You’ll Do

As a Licensed Client Engagement Associate, you’ll play a key role in supporting families throughout their Retirement Blueprint journey while honing your skills in discovery, case preparation, strategy communication, and relationship management. Your primary responsibilities will include:

Engaging with Prospective Clients: Contact and professionally follow up with individuals who interact with Moon Wealth Partners’ educational programs and planning resources.
Scheduling and Supporting Meetings: Schedule, confirm, and assist with Retirement Blueprint Reviews and consultations.
Client Discovery: Conduct approved discovery and information-gathering conversations within the scope of your licensing and company authorization.
Meeting Preparation: Assist families with assessments, fact finders, and preparation for planning meetings.
CRM Management: Maintain complete and accurate CRM records, meeting notes, follow-up dates, and next steps using GoHighLevel/MWOS.
Case Preparation: Support case preparation and licensed insurance-related activities in compliance with your license, company authorization, carrier requirements, and regulations.
Client Journey Coordination: Ensure seamless handoffs and follow-ups throughout the client journey.
Continuous Learning: Participate in ongoing training covering retirement income, life insurance planning, estate and legacy coordination, client discovery, and implementation support.

What You’ll Bring

We’re looking for a licensed professional with a passion for financial planning and a commitment to education-first service. Here’s what you’ll need to succeed in this role:

A valid life insurance license with at least one year of experience in life insurance.
A desire to grow and develop within Moon Wealth Partners’ Financial Architecture model.
Strong organizational skills and attention to detail for managing client records and follow-ups.
Excellent communication skills to build trust and maintain relationships with families.
A proactive mindset and the ability to think beyond individual tasks to support long-term goals.

Why Moon Wealth Partners?

At Moon Wealth Partners, we’re not just building another financial firm—we’re creating a more coordinated way for families to approach retirement. Our culture is rooted in professionalism, education, accountability, continuous improvement, and service. We value team members who take ownership of their work, embrace technology, and share our vision of making a long-term impact in the lives of the families we serve.

Ready to Join Us?

If you’re ready to grow your career and make a difference in the lives of families planning for their future, we’d love to hear from you. Apply today and take the first step toward becoming part of the Moon Wealth Partners team!

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