About the role
Associate Financial Advisor
Position Overview This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.
Key Responsibilities * Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination. * Manage existing client relationships, addressing daily operational inquiries with high professional standards. * Collaborate with the team on local business development, group workshops, and educational marketing events.
Requirements * FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred. * Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire). * 1–3 years of experience in banking, insurance, or consultative client-facing sales. * High coachability, strong active-listening skills, and a collaborative mindset.
Professional Development * Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.