Financial Advisor

We are seeking an experienced Associate Advisor to join a growing, independent wealth management team. This is not an entry-level role — we are looking for someone with proven advisory and client service experience who thrives in a high-touch, relationship-driven environment.

Key Responsibilities

Deliver a personalized client experience through proactive communication, account updates, and financial guidance.

Support client reviews by preparing documentation, gathering key information, and ensuring thorough, meaningful meetings.

Address client inquiries and service requests with clarity, confidence, and professionalism.

Manage client transactions, including RMDs, while maintaining accuracy and attention to detail.

Collaborate with advisors and internal teams to ensure seamless client service.

Qualifications

Series 65 license required

1+ years of advising experience

Life and Health Insurance license strongly preferred

Bachelor’s degree preferred

Strong organizational and communication skills

Experience handling confidential paperwork in a professional office setting

What We Offer

Competitive salary + bonus

401(k) with employer match

100% employer-paid health, dental, vision, and life insurance premiums

Paid time off and holiday pay

Health savings account (HSA)

Annual industry conference participation and monthly peer-to-peer training

Supportive, collaborative culture with opportunities for personal and professional growth