Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs

Affinity Financial Strategies (AFS) is seeking a Wealth Coordinator or Associate Wealth Advisor to support a Senior Wealth Advisor through administrative and sales tasks. The role focuses on providing financial planning and investment advice, managing client relationships, and maintaining operational continuity. GP Financial Services partners with AFS to offer financial planning services to credit unions and the community.

Requirements

• Schedule and participate in client meetings.
• Assist in maintaining client files and maintaining operational continuity.
• Create and maintain client files.
• Promote investment and insurance services.
• Assist Credit Union staff with referrals.
• Stay current on financial planning and investment trends.

Benefits

• Opportunities for advancement
• Continuing training and education
• Professional and collegial work environment
• Base salary plus bonus program
• Opportunities for mentorship