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Associate Financial Advisor
Job in
West Palm Beach, Palm Beach County, Florida, 33401, USA
Listed on 2026-07-18
Listing for:
SNFOut
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Associate Financial Advisor Job overview:
Hiring an Associate Financial Advisor to join an established team serving existing clients in wealth management. As an Associate Financial Advisor, you’ll lead planning, reviews, and service — not build a book from scratch. Interested in training a CPA with HNW tax experience or JD with T/E background. Full mentorship and long-term growth path provided for the right Wealth Advisor.
Associate Financial Advisor Requirements:
2 years in wealth management, tax, law, or accounting.
Series 65 required or must obtain.
CFP/CPA/JD preferred.
Associate Financial Advisor Location: Onsite.
HP
Position Requirements
10+ Years
work experience
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