Associate Financial Advisor
About The Position
We’re an independent Registered Investment Advisor wealth management firm experiencing strong, intentional growth and are continuing to build a collaborative, relationship-first team. Our team approach is grounded in comprehensive financial planning, and long-term client relationships We are seeking an Associate Financial Advisor to join our growing advisory team. This role is designed for an experienced, client-centric professional who enjoys being deeply involved in client relationships, planning execution, and service delivery - without immediate pressure to prospect or build a book. This is a relationship-oriented service advisor role, with the opportunity to gradually assume primary ownership of client relationships over time. The position offers flexibility in long-term career path: some individuals may grow into a lead advisor role, while others may choose to remain a highly compensated, planning- and service-focused advisor long term.
Requirements
- CFP® designation (or strong planning experience)
- 4+ years of experience in wealth management or financial planning
- Client-facing experience and strong communication skills
- Organized, reliable, and comfortable owning responsibility
- Team-oriented mindset — willing to help wherever needed
- Experience with eMoney, Fidelity Wealthscape, or Holistiplan is a plus
Responsibilities
- Serve as a primary point of contact for a group of clients
- Manage day-to-day client needs, service requests, and follow-up
- Coordinate reviews, scheduling, and ongoing communication
- Ensure clients receive timely, thoughtful, and consistent service
- Prepare for and participate in client meetings
- Assist with financial planning updates, analysis, and implementation
- Maintain meeting notes, action items, and workflows in firm systems
- Gradually take on more independent planning responsibilities over time
- Work closely with Advisors, Operations, and Portfolio team members
- Handle account openings, transfers, and client paperwork accurately
- Support implementation of planning recommendations
- Help identify ways to improve processes and the client experience
Benefits
- 401(k) plan
- Full employer paid medical, dental, short term disability, long term disability, and life insurance benefits
- Ongoing professional development and continuing education support
- Paid vacation and flexible personal day policy, including remote work as needed
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
