Associate Financial Advisor

Job Description - On-Site Position

Become an essential part of a growing financial planning team as an Associate Financial Advisor . In this role, you’ll support daily operations, assist clients in achieving their financial goals, and gain hands-on experience in financial planning. Guided by Lead Advisors, you’ll refine your expertise while delivering a personalized, client-focused experience in a collaborative environment with opportunities for career advancement.

Responsibilities

Responsibilities will evolve based on practice needs and may include additional duties.

Client Engagement and Planning Support :

• Identify clients for new or ongoing financial planning relationships.
• Prepare for client meetings, focusing on planning discussions.
• Collect and input client data into planning tools.
• Create and present comprehensive financial planning reports.
• Analyze cases, offer tailored advice, and present strategies in client meetings.
• Track client progress on financial actions and goals.

Portfolio and Investment Management :

Client Service and Operations :

Practice Support :

Development Opportunities :

This role offers a clear career pathway with growth potential into :

Compensation and Benefits :

We offer a competitive benefits package, including :

Why Join Us?

Be part of a team-focused, growth-oriented workplace where you can make a meaningful impact on clients’ lives while advancing your career in financial planning and advisory services.