Associate Advisor in Wealth Management

Position: Associate Advisor Build Your Career in Wealth Management
interested? Connect with me on Linked In >> Mahmoud Adam, CPA and send me your resume directly!💼 Associate Advisor | $105K–$125K + Bonus📈 $5B Wealth Management Firm | Excellent Benefits + Career Growth🚀 Want to build a long-term career in wealth management—not just service clients, but eventually lead relationships of your own?

I’m working with an established wealth management firm with approximately $5B in assets under management that’s looking for a motivated, detail-oriented Associate Advisor to join its growing advisory team.

This is an opportunity to work directly alongside experienced advisors, contribute to financial planning and investment discussions, and develop the skills to eventually manage client relationships independently.

Even better? The firm offers a structured training program, hands-on mentorship, and a clear path for professional growth.💡 What You’ll DoPrepare financial plans and client review meetings

Analyze client data and help develop financial planning recommendations

Coordinate implementation and follow through on client action items

Support 401(k) plan participants and trustees

Help facilitate retirement plan reviews and investment selection discussions

Partner with senior advisors, client service, operations, and compliance teams

Build the technical and relationship-management skills to grow into a more senior advisory role