Associate Financial Advisor

Job Overview

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane’s picturesque South Hill, you will work alongside a successful Advisor team to build your business and advance your career toward becoming a Financial Advisor. You will support the delivery of personalized financial advice, comprehensive planning, and investment management solutions, while contributing to strong client relationships and the firm’s continued growth.

• Help clients grow and protect their assets to achieve their financial goals, including, but not limited to, funding for a secure retirement, funding for a child’s or grandchild’s education.
• Build referral pipelines and develop strong partnerships to help develop and grow client relationships.
• Analyze financial data received from clients and assist with the development of investment strategies to meet their goals.
• Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc.
• Prepare and review client communications as well as forms and documents needed for customer accounts.
• Adhere to all compliance and legal requirements.
• Schedule appointments and prepare for meetings, answer routine client questions.
• Attend sales meetings and assist with client prospecting and marketing.
• Attend coaching sessions and training events to improve sales skills and industry knowledge.
• Lead efforts to understand and then utilize new tools and resources to improve team productivity (e.g., new technology, platform enhancements).

• Bachelor’s degree or equivalent working experience.
• 3+ years of direct client experience within the financial services industry.
• FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
• Strong understanding of financial planning principles, investment products, and retirement solutions.
• Excellent communication (written and verbal) and interpersonal skills.
• Highly organized with strong attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
• Demonstrated ability to work independently and collaboratively in a fast‑paced environment.
• Client‑centric mindset with a commitment to delivering outstanding service.

• Life, Accident & Health insurance licenses preferred.
• CFP preferred but not required.

Pay Range: $74,700.00 – $. The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position.

Principals only. EOE.