What are the responsibilities and job description for the Associate Financial Advisor position at Pierson Wealth Management?
🔎 We're Hiring: Associate Financial Advisor
📍 Location: Santa Clarita | 🕒 Full-Time
Company: Pierson Wealth Management
About Us
At Pierson Wealth Management, our mission is simple: help people plan for a relaxing, goal-oriented retirement through our proven Holistic Financial Planning process. We strive to deliver clarity, confidence, and a worry-free financial future.
About the Role
We're looking for a detail-oriented Associate Financial Advisor to support our Lead Advisor in creating personalized investment strategies. This role is ideal for someone passionate about financial planning, accuracy, and relationship-building.
What You’ll Do
✅ Develop and recommend tailored investment solutions
✅ Assist in preparing financial plans and client presentations
✅ Maintain ongoing client relationships and provide follow-up service
✅ Help grow a referral-based practice
✅ Stay compliant with industry regulations and maintain necessary licenses
What We’re Looking For
✔ 2 years of experience in financial services or sales
✔ Background in Finance, Insurance or Investments
✔ Strong communication, relationship, and business development skills
✔ Proficiency with financial planning software (e.g., eMoney)
Preferred Credentials
⭐ FINRA Series 7 and 66 (or 65 & 63)
⭐ State Life & Health Insurance License
⭐ CFP® designation (preferred, not required)
Education:
- Bachelor's in Finance, Financial Planning or related field
Why Join Us?
You'll be part of a values-driven team, helping clients achieve peace of mind and purpose with their finances. If you're ready to take the next step in your advising career, we’d love to connect!
📩 Apply Today or Reach Out to Learn More!
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Salary : $80,000 - $110,000