Job Description
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
Job Tags
Work at office,