Associate Financial Advisor

About You

Relationship-Driven: You build trust quickly and maintain strong, credible client relationships
Proactive Partner: You anticipate needs, solve problems, and support advisors with precision
Detail-Oriented: You manage multiple priorities while maintaining accuracy and organization

The Role

We’re looking for a proactive and client-focused professional to join our Personal Office team. In this role, you’ll serve as a right-hand partner to a Lead Advisor, supporting day-to-day client experience, financial planning activities, and relationship management.

What You’ll Do

• Partner closely with the Lead Advisor, client service team, and internal stakeholders to deliver a seamless client experience
• Own day-to-day client experience including meeting preparation, follow-up, and ongoing service needs
• Support financial planning processes, portfolio reviews, and related operational activities
• Act as a liaison between advisors, clients, and internal teams to address urgent requests and inquiries
• Coordinate onboarding of new clients in partnership with the client service team
• Maintain accurate client records and documentation in CRM systems (e.g., Salesforce)
• Collaborate with internal and external professionals (tax, legal, insurance) to support client needs
• Assist with new business development initiatives and practice growth strategies
• Ensure compliance with regulatory standards and internal policies
• Support special projects and continuous improvement initiatives

What You Bring

• Bachelor’s degree or equivalent experience; 7+ years of related experience
• Series 65 or CFP designation (CFP preferred)
• Experience with financial planning software (e.g., eMoney, MoneyGuidePro, Naviplan)
• Strong client service mindset with excellent communication and organizational skills
• Proven ability to manage multiple priorities and improve processes
• Experience with CRM systems such as Salesforce
• Must be authorized to work in the United States

Compensation & Benefits

• The estimated base salary range for this role is $133,000 – $183,000 per year
• Benefits Include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO)