Associate Financial Advisor

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision‑making.

If this sounds like you, apply today!

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Serve as a collaborative team player willing to further development through continued training opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

• Build relationships with clients in your community and beyond
• Learn to assess financial needs and create customized plans
• Receive ongoing support and mentorship from experienced advisors
• Use modern tools and technology to manage client accounts

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus

• A self-starter with a strong work ethic and a desire to learn
• Passionate about helping others and making a difference
• Comfortable talking to people and building long‑term relationships
• Open to feedback and mentorship

$80,000 – $105,000 First Year Average