About Gladstone Wealth Partners Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $13 billion in assets under management, led by their leadership team consisting of Robert Hudson, Richard Frick, Keith Brothers, Kristopher Bonocore and Phil Marchetti. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice.
Job Summary We are seeking a highly motivated and dynamic
Associate Financial Advisor to join our top-performing advisory team, which manages over $500 million in assets under management (AUM). The Associate Financial Advisor will play a critical role in managing client relationships, executing trades, and developing comprehensive financial plans to support our clients' financial goals.
This is an excellent opportunity to work with an experienced team and gain hands-on experience in wealth management, financial planning, and investment strategies. The ideal candidate will possess strong analytical skills, client relationship expertise, and a deep commitment to providing personalized financial advice.
Key Responsibilities - Client Relationship Management:
- Build and maintain strong, lasting relationships with clients through regular communication, ensuring they feel supported and confident in their financial plans.
- Act as the primary point of contact for client inquiries, providing timely responses and solutions to client needs.
- Conduct client meetings, both independently and alongside senior advisors, to review account performance, financial goals, and strategies.
- Ensure the client experience is seamless and exceeds expectations through proactive service and attention to detail.
- Financial Planning:
- Collaborate with senior advisors to develop and implement comprehensive financial plans for clients, covering retirement planning, tax strategies, estate planning, and more.
- Utilize financial planning software (e.g., eMoney, MoneyGuidePro) to build customized financial models and forecasts for clients.
- Analyze clients' overall financial situation and offer tailored recommendations to optimize their financial outcomes.
- Investment and Trading Support:
- Assist in monitoring and managing client portfolios in accordance with investment strategies and risk tolerance levels.
- Execute trades and ensure timely and accurate processing of client transactions.
- Stay current on market trends, economic news, and portfolio performance to provide timely insights and recommendations to clients.
- Client Reporting and Documentation:
- Prepare and present client performance reports, account reviews, and financial statements.
- Ensure all client data is properly maintained in CRM systems, and that documentation adheres to compliance standards.
- Support client onboarding by preparing necessary documents and guiding clients through the process.
- Team Collaboration:
- Work closely with a senior team of advisors, including participating in strategy meetings, discussing portfolio adjustments, and enhancing the overall client experience.
- Contribute to the firm's business development efforts by identifying potential opportunities with existing and prospective clients.
- Participate in client outreach events and seminars to foster relationships and attract new business.
Qualifications - Education:
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- CFP designation (or progress toward completion) preferred.
- Series 7, Series 63/65 or 66 licenses required (or ability to obtain within 6 months of hire).
- Experience:
- 2+ years of experience in financial advisory, wealth management, or related field preferred.
- Strong understanding of financial planning principles, investment products, and portfolio management.
- Experience working with high-net-worth clients and managing significant assets is a plus.
- Skills:
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts to clients in a clear and approachable manner.
- Strong analytical and problem-solving skills, with attention to detail and accuracy.
- Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro), CRM tools (e.g., Salesforce), and investment platforms.
What We Offer - A collaborative work environment with a high-performing team that values professional growth and mentorship.
- Opportunities for career advancement and professional development, including support for earning additional industry certifications and designations.
- Competitive compensation package, including base salary, performance bonuses, and benefits.
- Access to cutting-edge financial planning and investment tools to enhance the client experience.
About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.
Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first. At
Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas,
Integrity is committed to meeting Americans wherever they are - in person, over the phone or online.
Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit .
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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