Associate Financial Advisor

ABOUT THE ROLE

This is not your typical advisory role. Our clients are the entrepreneurs who built America's most successful businesses from nothing. They’re brilliant, demanding, and relentless. They don't need someone to manage their portfolio—they need a strategic partner who can navigate the complexity of significant wealth, coordinate teams of elite professionals, and deliver insights that move the needle. As an Associate Advisor, you'll work alongside an Advisor, Lead Advisor, and Senior Advisor managing Fractional Family Office services for clients who expect excellence.

We’ll invest heavily in your development through rigorous training and ongoing support, preparing you to build credibility through the quality of your thinking, the confidence of your delivery, and your willingness to tell clients what they need to hear, not just what they want to hear.

• The work is hard. You’ll navigate complex family wealth dynamics, coordinate professional advisors (attorneys, CPAs, business managers), and juggle competing priorities across personal wealth and active businesses.
• You’ll dive deep into advanced planning strategies irrevocable trust structures, qualified small business stock elections, entity optimization, and wealth transfer techniques.
• The problems are diverse and multifaceted. The stakes are high. The learning curve is steep.
• The opportunity is extraordinary. You’ll be part of an elite team tackling some of the most intellectually challenging work in wealth management.
• You’ll develop the kind of technical expertise where you can cite specific IRC sections in client meetings and explain the nuances of GRATs to rooms full of attorneys and CPAs.
• You’ll see the direct impact of your work on entrepreneurs’ lives. And you’ll grow faster than you thought possible.
• This isn’t about cold‑calling or chasing AUM. This is about becoming the advisor that successful entrepreneurs trust with their most important financial decisions.

• Bachelor's degree, preferably in finance, economics, accounting, or related field
• 1-2 years of financial services experience, ideally in an advisory or client‑facing capacity
• Current enrollment in or completion of CFP® program preferred
• Must reside in the continental United States, excluding CA

• Gravitas – You can command respect in a (virtual) room with successful entrepreneurs, seasoned attorneys, and CPAs. You communicate with clarity and confidence, even when navigating complex situations. Clients see you as a peer, not just a service provider.
• Intellectual Firepower – You’re genuinely curious and love solving complex problems. You synthesize information quickly, ask smart questions, and see patterns others miss.
• Grit – You do the hard things without being asked. When you hit obstacles, you find solutions, not excuses. You handle feedback like a pro and use it to get better.
• Entrepreneurial Spirit – You genuinely admire entrepreneurs and understand what drives them. Their intensity energizes you. You want to be an integral part of their success.
• Extreme Ownership – When you say you’ll do something, it gets done. You take ownership of problems and see them through, even when it’s inconvenient.
• Technical Nerd – You get genuinely excited about nerding out on the Internal Revenue Code. You want to develop deep expertise in irrevocable trust structures, advanced entity planning, QSBS strategies, and wealth transfer techniques.
• Desire to Be Great – You want to be the best at what you do. You’re willing to put in the work, take the coaching, and push yourself beyond your comfort zone.

• You want to be tested by sophisticated clients who will push you to be better every day
• You believe doing difficult work well is more satisfying than doing easy work perfectly
• You’re ready to learn from an elite team who will genuinely invest in your development
• You believe entrepreneurs are the lifeblood of the American economy and you’re energized by their creativity and passion
• You want to play a critical role in a rapidly growing organization redefining wealth management
• You believe in transparent, comprehensive planning where clients pay a fixed…