A well-established, financial planning firm is seeking an Associate Financial Advisor to join its growing, client-focused team. This is a strong opportunity for a motivated professional looking to build a long-term career in wealth management, with exposure to comprehensive financial planning, mentorship from senior advisors, and a collaborative environment.
Key Responsibilities
- Support lead advisor in delivering financial planning and investment strategies
- Participate in client meetings (jointly and independently) and document key insights
- Prepare financial plans, reports, and client presentations
- Analyze client data, asset allocation, and assist with portfolio rebalancing
- Conduct research on investments, products, and insurance solutions
- Assist with performance reporting and portfolio management systems
- Manage workflows with custodians and broker-dealers
- Support client service, communications, and ongoing relationship management
- Contribute to business development and prospect outreach efforts
- Provide guidance to junior team members as needed
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field
- 5+ years in wealth management, including 3+ years in financial planning
- FINRA Series 7 & 66 (in good standing)
- CFP® preferred (or in progress / planned)
- Life & Health license (or ability to obtain)
- Strong Excel and Microsoft Office skills
- Experience with financial planning and CRM tools is a plus
