Associate Advisor

Job Description

Are you a Licensed Associate Advisor in the Financial Industry looking to make a meaningful impact in a collaborative, growth-minded firm? Join our dynamic team at Freedom Day Solutions, where innovation, relationships, and integrity drive everything we do.

The Company:

Freedom Day Solutions, LLC is an independent Registered Investment Advisory firm serving families and business owners across the country. Founded in 2006, our experienced team provides in-house financial guidance free from the constraints of banks or brokerages. We focus on building long-lasting partnerships based on trust, transparency, and personalized service - doing for our clients as we would for our own families.

Location of Position:

Houston, TX

The Position:

The Associate Advisor plays a key role in delivering a seamless and personable client experience through proactive communication, accurate execution of financial planning tasks, and smooth coordination of client services. This role requires a professional who is detail-oriented, organized, and genuinely engaging-someone who builds trust and rapport over the phone and ensures clients feel supported at every step.

Position Responsibilities:

Partner with senior advisors to manage client relationships.

Collect and review client-submitted financial documents and statements.

Organize and input financial data into proprietary financial plan.

Analyze client information to identify planning opportunities and draft initial recommendations.

Participate in client meetings as part of the advisory team.

Guide clients through account transitions and ensure a smooth onboarding process.

Serve as the primary point of contact for coordination of services (insurance, estate, tax, etc.).

Prepare and process new account paperwork accurately and efficiently.

Track outstanding items and follow up promptly to complete all requirements.

Manage incoming client requests and respond to client inquiries.

Perform other advisory services, as required.

Qualifications:

Series 65 or equivalent.

Minimum 2 years of experience in a similar.

No sales, client acquisition, or asset gathering required.

Experience with Advyzon or other CRM.

Proficient in Microsoft Office Suite and overall comfort with using.

Desired Skills and Competencies:

Attention to detail, strong organizational skills, and thorough follow-up.

Ability to prioritize while working quickly and and accurately.

Effective and concise communication skills.

Resourceful and proactive work style with a strong sense of ownership.

Pleasant attitude and extraordinary client service orientation.

Why Should You Apply?

Benefits (medical and dental)

401k

Paid holidays

PTO

Interested?

Freedom Day Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, national origin, age, disability, genetics, status as a protected veteran, or any other protected status established by federal, state, or local laws.

Job Posted by ApplicantPro

Full-time