The Associate Financial Advisor will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in tech-forward, innovative wealth management business that is disrupting incumbents. This is a collaborative environment, working with High Net Worth clients, serving them in a fiduciary capacity. This role is instrumental in ensuring clients have a positive experience that exceeds their expectations.

The Associate Financial Advisor will:

• Assist the advisory team as they meet with clients, gather client information and understand their overall financial needs, identify value-added services that the team can provide, help develop clients’ financial plans, implement proposed strategies across investing, tax, estate planning, insurance, debt/cash management, and career advisory that will optimize the wealth potential of clients and provide ongoing account reviews

• Organize and schedule client appointments; onboard new clients and support existing clients

• Attend client meetings, take detailed notes, and review meeting takeaways with advisors

• Help with preparation for and follow-up for client financial plans, investment planning, insurance reviews, and estate planning analysis

• Respond to client service requests in a timely manner

• Comply with all regulatory requirements, including licensing and registrations to ensure sufficient controls to prevent errors, fraud, and misstatements of financial results

This requires:

• 2 or more years of experience working in the wealth management industry

• B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics

• Series 65 licensed (or become licensed in first 60 days of employment)

• Insurance licenses (or a desire to obtain them) are a plus

• CFP® certification is a plus

• Strong analytical and problem-solving skills

• Excellent work ethic, detail-oriented with the ability to prioritize and organize workflows

• Excellent written and verbal communication skills

• CRM experience (e.g, Salesforce), MoneyGuidePro, Orion, and Fidelity WealthScape a plus

• Some travel may be required

This offers:

• An attractive total compensation package, including base salary + bonus

• Employer-sponsored health insurance (mental, dental, vision)

• 401k + 5% match

• Paid time off