We are seeking an Associate Financial Advisor to work alongside experienced advisors and gradually take on greater responsibility for client relationships.
Responsibilities
- Prepare financial plans and client meeting materials
- Support retirement income and distribution planning
- Identify tax planning opportunities using financial planning technology
- Assist with estate planning and document preparation
- Manage client follow-ups and action items
- Assist with new accounts, transfers, and other operational needs
- Develop strong technical, financial planning, and client relationship skills
- Gradually take responsibility for managing client relationships
Qualifications
- 3+ years of experience in wealth management or financial planning
- CFP® designation or actively pursuing the CFP® designation preferred
- Strong communication and relationship-building skills
- Ability to listen, build trust, and communicate effectively with clients
- Self-motivated, coachable, accountable, and willing to take on increasing responsibility
- Strong organizational and time-management skills
The position offers a clear career path from Associate Advisor to Advisor, Lead Advisor, and eventually Practicing Partner/Owner for the right candidate.
