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An established and rapidly growing independent wealth management firm is seeking an ambitious Associate Advisor to join its collaborative advisory team. The firm has experienced significant growth over the past several years and is committed to investing in the next generation of financial advisors. This is an exceptional opportunity for an aspiring advisor or financial planner who wants to accelerate their career in a highly supportive, education-focused environment. You'll work directly alongside experienced advisors, gain exposure to sophisticated financial planning strategies, and develop the skills necessary to eventually manage client relationships independently. The culture is built around mentorship, continuous learning, and helping team members grow professionally. If you're intellectually curious, client-focused, and excited about building a long-term career in wealth management, this role offers a clear path for advancement. As an Associate Advisor, you'll serve as a key partner to Senior Advisors while helping deliver a best-in-class client experience. You'll participate in every stage of the financial planning process and gain hands-on experience working with affluent clients.
Job Responsibility
Assist in preparing comprehensive financial plans and recommendations
Analyze client data and develop planning strategies across retirement, tax, investment, insurance, and estate planning topics
Participate in client meetings and help communicate planning recommendations
Collaborate with advisors to explain the rationale behind planning strategies and recommendations
Prepare meeting materials, follow-up items, and implementation tasks
Coordinate with operations, service, and compliance teams to ensure a seamless client experience
Monitor client action items and ensure timely execution
Maintain accurate client records and planning documentation
Support ongoing client relationships through proactive service and communication
Requirements
Bachelor's degree in Finance, Business, Economics, or related field
0–5 years of experience in financial planning, wealth management, banking, or a related financial services environment
Understanding of the financial planning process and fiduciary standards
Progress toward or strong desire to pursue CFP® certification
Securities licenses (SIE, Series 7, Series 66 or equivalent) preferred, or willingness to obtain
Experience with financial planning software such as eMoney, MoneyGuidePro, or RightCapital is a plus
Strong analytical and problem-solving skills
Excellent written and verbal communication abilities
High attention to detail and strong organizational skills
Ability to thrive in a fast-paced, collaborative environment
Nice to have
Experience with financial planning software such as eMoney, MoneyGuidePro, or RightCapital is a plus
Securities licenses (SIE, Series 7, Series 66 or equivalent) preferred, or willingness to obtain
What we offer
Competitive base salary and performance-based bonus
Comprehensive medical coverage
Employer-funded HSA contribution
401(k) with company match and profit-sharing opportunities
Generous paid time off program
Professional development and certification reimbursement