Associate Financial Advisor

Associate Financial Advisor

We are seeking a motivated, client-focused Associate Financial Advisor to join our growing financial advisory practice. This is an excellent opportunity for a financial professional who enjoys working directly with clients and wants to build a long-term career in financial planning and wealth management.

What You’ll Do

• Build and maintain strong client relationships.
• Prepare for and participate in client meetings.
• Assist with financial plans, investment recommendations, and client deliverables.
• Research investments, markets, and financial products.
• Coordinate new business and client service requests.
• Maintain accurate client records and support practice operations.
• Use financial planning and CRM technology to deliver an exceptional client experience.
• Progressively take on greater responsibility for client relationships and advising.

What We’re Looking For

• Bachelor’s degree or higher.
• 2+ years of financial services, wealth management, financial planning, or related experience.
• Series 7 and Series 66 or the equivalent licenses required.
• State Life, Accident & Health Insurance licenses preferred.
• Excellent communication, organization, and relationship-building skills.
• High integrity, professionalism, and attention to detail.

Why Join Us?

You’ll work directly with an existing client base while receiving coaching and mentorship from experienced advisors. As you develop your skills, you’ll have the opportunity to take on greater responsibility, grow client relationships, and build a long-term career in financial advising.

If you’re motivated to help clients improve their financial lives and want to grow within an experienced advisory practice, we’d love to hear from you.

Pay: From $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Financial planning services
• Flexible spending account
• Paid time off
• Retirement plan

Work Location: In person