Associate Financial Advisor

About the role

The Associate Financial Advisor (AFA) role at Fireside Wealth is designed for a licensed professional who is eager to build long-term client relationships, develop planning expertise, and pursue the CFP® designation (if not already obtained).

Key Responsibilities

• Support advisors in managing and developing client relationships
• Build trust with clients through consistent communication and education
• Grow into increased client ownership over time
• Aid in developing financial plans and investment strategies
• Analyze client data and provide thoughtful, personalized recommendations
• Prepare materials and ensure follow-through on action items
• Participate in client meetings and gradually take on a more active role
• Collaborate closely with advisors and team members to deliver a high-quality client experience

Ideal Candidate Profile

• Required Qualifications:
• Bachelor’s degree
• 2–5+ years of experience in financial services or a related, client-facing role
• Active securities licenses (Series 7 & 66 preferred or willingness to obtain quickly)
• Preferred Qualifications:
• Interest in pursuing or currently working toward CFP® certification
• Experience working with financial planning tools and client relationship systems

Professional Strengths

• Strong interpersonal and relationship-building skills
• Analytical mindset with attention to detail
• Organized, proactive, and coachable

Compensation & Benefits

• Base Salary: $100,000 – $140,000 (commensurate with experience)
• Incentive Compensation: Performance-based income growth tied to client development and contribution
• Long-term opportunity for equity participation
• Benefits Include: Health benefits, 401(k) with 4% employer contribution, paid time off and holidays

Work Environment

Hybrid schedule (in-office presence expected; flexibility available)

Equal Opportunity Employer

Fireside Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.