Associate Wealth Advisor

About the role

The Associate Wealth Advisor is the relationship-forward member of a service team, carrying real responsibility for client communication and trust, while also performing and leading component financial analyses that feed into client recommendations.

Responsibilities

• Carry real responsibility for client communication and trust.
• Perform and lead component financial analyses that feed into client recommendations.
• Take on client responsibility and grow along a career track toward Lead Wealth Advisor.

Requirements

• A genuine instinct for human connection: you're the kind of person clients want to call.
• The ability to translate financial complexity into clear, confident guidance.
• Excellent oral and written language skills (without AI assist).
• Must have a bachelor's degree.
• Series 65 and Certified Financial Planner (CFP®) designations.
• Two or more years client-facing advisory experience in financial services.
• Experience with custodial platforms (Altruist, Pershing, etc.) as well as with key types of financial advisory technology (e.g., financial planning software, cash flow analysis software, tax analysis software, etc.).
• Facility with other foundational advisory technologies, e.g., CRM systems, reporting systems, etc.

Preferred Qualifications

• Experience using eMoney.
• Pursuit of an advanced degree or designation in financial services.

Benefits

Annual salary based on relevant experience. Additional benefits.

Pay

$120,000 - $160,000

Schedule

Full Time