Associate Financial Advisor

We are seeking an Associate Financial Advisor to join our growing advisory team. This role is designed for an experienced, client-centric professional who enjoys being deeply involved in client relationships, planning execution, and service delivery.

Requirements

• CFP designation (or strong planning experience)
• 4+ years of experience in wealth management or financial planning
• Client-facing experience and strong communication skills
• Organized, reliable, and comfortable owning responsibility
• Team-oriented mindset — willing to help wherever needed

Benefits

• 401(k) plan
• Full employer paid medical, dental, short term disability, long term disability, and life insurance benefits
• Ongoing professional development and continuing education support
• Paid vacation and flexible personal day policy