Associate Financial Advisor

About the Practice

We serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships — not transactional sales. Our culture is collaborative, entrepreneurial, and client-first. We focus on continuity, trust, and developing advisors who want to build a lasting career within one practice.

Key Responsibilities

• Client Relationship Development & Ownership
• Partner with senior advisors in client meetings and progressively take the lead on client relationships
• Build long-term relationships through proactive communication and personalized planning support
• Financial Planning & Implementation
• Deliver financial plans, investment strategies, and insurance solutions aligned with client goals
• Translate complex concepts into clear, actionable guidance for clients
• Meeting Preparation & Follow-Up
• Cook up materials, action items, and execution to ensure exceptional client experience
• Team Collaboration
• Work closely with advisors and staff to deliver consistent, high-quality service

Ideal Candidate Profile

• Required Qualifications
• Bachelor’s degree
• Minimum of 3+ years of client-facing financial services experience
• Preferred
• Fully licensed (Series 7 & Series 66) preferred – the practice will sponsor and support licensing for the right candidate if needed.
• Washington Life & Health preferred
• Ameriprise experience, (not required)

Professional Strengths

• Strong relationship-builder who enjoys working directly with clients
• Organized, detail-oriented, empathetic, and confident
• Comfortable engaging new clients and growing relationships

Career Mindset

• Seeking a long-term role with increasing responsibility and partnership potential
• Thrives in a collaborative, entrepreneurial practice environment

Compensation & Benefits

• Base Salary: Competitive starting range of $85,000–$95,000 (commensurate with experience)
• Performance-Based Bonuses: Uncapped earning potential tied to client growth, planning activity, and revenue contribution, and potential equity ownership.
• Benefits Include:
• Health insurance
• Simplified IRA retirement plan
• Paid time off and paid holidays

Schedule

Monday–Friday, standard business hours (no evenings or weekends)

Work Environment

In-office with limited hybrid flexibility after training period

How to Apply

If you are an experienced, licensed financial professional looking to build a long-term career within a high-quality advisory practice, please submit your resume and cover letter outlining your experience and interest.

Equal Opportunity Employer

We welcome applicants from all backgrounds.