Associate Wealth Advisor – Financial Planning Center

Responsibilities

• Financial Planning:
  Build powerful, end-to-end financial plans that drive real client decisions. Use firm-approved tools to craft integrated strategies across retirement, cash flow, insurance, estate, tax, and investments. Turn complexity into clarity through advanced modeling, scenario analysis, and stress testing. Partner directly with Wealth Advisors and Senior Wealth Advisors to deliver timely, high-impact planning solutions that elevate client conversations and outcomes—while maintaining the highest standards of accuracy and compliance.
• Investments/Insurance:
  Analyze investment and insurance information to support smart, goal-aligned recommendations within each client’s total financial plan. Assist Wealth Advisors in evaluating strategy design, portfolio oversight, and long-term progress. Track trends, synthesize data, and help shape planning strategies that keep clients confidently moving toward their goals.
• Internal Advisor Support:
  Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings. Sharpen plan presentation skills and help elevate advisor-client discussions. Drive innovation within the Financial Planning Center by identifying ways to improve efficiency, accuracy, and scalability. Leverage modern planning software and emerging technology to streamline workflows and maximize impact.

• None required
• 1 year experience preferred
• Bachelor’s degree in Accounting, Finance, or a related field.
• Combination of relevant experience, education, and training may be accepted in lieu of degree.
• FINRA Series 65 or 66 Required . Series 65 certification required (New hires will have 180 days to obtain this certification. If they do not obtain the certification in that timeframe and/or they fail after their third attempt, their employment will be terminated.)

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.

• financial planning
• scenario analysis
• stress testing
• portfolio oversight
• data synthesis
• modeling
• investment analysis
• insurance analysis
• strategy design
• cash flow analysis

• communication
• presentation skills
• problem-solving
• collaboration
• innovation
• client relationship management
• attention to detail
• organizational skills
• analytical thinking
• adaptability

• FINRA Series 65
• FINRA Series 66