Associate Financial Advisor Entry-Level to Mid-Level
Associate Financial Advisor Entry-Level to Mid-Level
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0-1years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About the Role:
We are seeking a highpotential individual to join a growing financial advisory practice. This is a unique fasttrack opportunity designed for someone early in their career who wants to become a fullfledged financial advisor. You ll start in an administrative and support role working closely with our Lead Associate (Mak) and the Principal Advisor and grow into a clientfacing Relationship Manager and Internal Advisor within 12 18 months.
Who Were Looking For:
You re someone who:
Is driven detailoriented and eager to grow a longterm career in financial planning.
Ideally has experience (e.g. Schwab Edward Jones) but wants to make a bigger impact in a boutique clientfocused environment.
Wants mentorship structure and a clear path toward becoming a lead advisor.
Key Responsibilities (Initial Phase):
Assist with client service and administrative duties including answering phones and managing internal tasks.
Support Lead Associate in daytoday operations and workflow management.
Help gather and input client data collect documentation and prepare financial plans using eMoney.
Coordinate internally with the Principal Advisor to support ongoing client relationships.
Learn and manage the CRM system (Redtail) and financial planning tools.
Assist with
Growth Responsibilities (Year 1 and Beyond):
Transition into a Relationship Manager and Internal Advisor role.
Participate in client meetings and eventually lead client reviews.
Assist in the creation presentation and management of financial plans.
Help onboard new clients and support the movement of assets and revenue growth initiatives.
Why Join Us
This role is designed for someone who wants to be part of a collaborative growthminded firm. You ll receive handson mentorship clear performance goals and the ability to develop deep relationships with clients. If you re ready to build a meaningful career and grow into a full advisory role we want to talk to you.
Requirements
Qualifications:
Bachelors degree in Financial Planning Finance Business or related field (preferred).
Series 65 or 66 license (required).
Life/Health Insurance License (required).
FINRA Series 7 or Series 6 (preferred not required).
1 3 years of experience in a financial services firm or similar environment.
Familiarity with eMoney (strongly preferred) or relatable financial planning software.
CRM experience with Redtail (preferred can be trained) or relatable CRM such as Salesforce.
Benefits
Compensation & Benefits:
Competitive base salary (commensurate with experience).
Performancebased bonus structure (aligned with individual and firm growth targets).
Dental Vision and Health insurance coverage (same plan as current team members).
Future access to a 401(k) plan (planned no match at launch).
Qualifications: Bachelor's degree in Financial Planning, Finance, Business, or related field (preferred). Series 65 or 66 license (required). Life/Health Insurance License (required). FINRA Series 7 or Series 6 (preferred, not required). 1 3 years of experience in a financial services firm or similar environment. Familiarity with eMoney (strongly preferred) or relatable financial planning software. CRM experience with Redtail (preferred, can be trained) or relatable CRM such as Salesforce.
Employment Type
Full Time
