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Associate Financial Advisor — Client‑Focused Planning
Job in
Lewisburg, Greenbrier County, West Virginia, 24971, USA
Listed on 2026-01-12
Listing for:
Bill Good Marketing
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Lewisburg is seeking an Associate Advisor to manage client relationships and support financial planning. The ideal candidate is licensed with a Series 65 and has 3–5 years of experience in the field. You will play a key role in client management, portfolio rebalancing, and supporting the lead advisor.
This role offers competitive compensation with a bonus structure, health insurance stipend, and generous PTO, all within a collaborative team culture that values genuine client service.
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Position Requirements
10+ Years
work experience
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