Associate Advisor

About the role

Stewardship Advisors, LLC is seeking an Associate Advisor to support their client-focused financial planning and investment management services. This role works closely with Lead Advisors, serving as a key second chair in client meetings while helping prepare, implement, and follow through on comprehensive financial plans.

Responsibilities

• Work closely with Lead Advisors in client meetings
• Help prepare, implement, and follow through on comprehensive financial plans
• Coordinate recommendations and manage client follow-up
• Collaborate with internal team members and external professionals such as CPAs and attorneys

Requirements

• Bachelor’s degree in finance, economics, business, financial planning, or a related field
• CFP certification or active progress toward CFP certification (strongly preferred)
• A minimum of 2 years of experience in financial advisory or related roles
• Proficiency with technology, required; proficiency in financial planning software and tools for client analysis, preferred
• Proven ability to assist in developing and implementing financial plans tailored to clients' needs
• Experience building client relationships and supporting the delivery of personalized financial guidance
• Excellent written and verbal communication skills, essential
• Demonstrated community involvement, strongly preferred

Qualifications

• CFP certification or active progress toward CFP certification (strongly preferred)
• Bachelor’s degree in finance, economics, business, financial planning, or a related field
• A minimum of 2 years of experience in financial advisory or related roles
• Proficiency with technology, required; proficiency in financial planning software and tools for client analysis, preferred
• Proven ability to assist in developing and implementing financial plans tailored to clients' needs
• Experience building client relationships and supporting the delivery of personalized financial guidance
• Excellent written and verbal communication skills, essential
• Demonstrated community involvement, strongly preferred

Skills

• Financial planning software and tools for client analysis
• Collaboration with internal team members and external professionals
• Client relationship building
• Personalized financial guidance

Benefits

• Clear career path with opportunities for professional growth
• Long-term advancement within a values-driven firm

Pay

Negotiable based on experience and qualifications.

Schedule

Full-time position with flexible working hours to accommodate client needs.