Financial Advisor

Associate Financial Advisor and Planner About the Opportunity
We're partnering with a boutique, high-touch wealth management firm that is seeking a dedicated and detail-oriented Associate Financial Advisor and Planner to join their growing team. This role is ideal for someone with a client-first mindset and long-term commitment to financial planning. If you are seeking a collaborative environment where you can make a lasting impact while growing your career into lead advisor responsibilities-this may be the right fit. What You'll Be Doing
•   Client Relationship Transition : Join all client calls and meetings with the Lead Advisor, learning their style and philosophy. Over time, you'll become the primary advisor for select client relationships.
•   Financial Planning : Collaborate with clients on comprehensive planning strategies-investment management, retirement, estate, tax, and risk management.
•   Ongoing Engagement : Lead client reviews and check-ins, updating plans as needed and providing thoughtful recommendations.
•   Partnership with Firm Leadership : Sit alongside the founder to absorb their methodology and participate in growing the firm. Ideal Candidate Profile
•   CFP designation required
•   Series 65 or 66 license required (Series 7 is a plus)
•   3-5+ years of experience in financial planning or wealth management
•   Experience with eMoney and Redtail (Preferred)
•   Sincere, flexible, and people-focused-this firm prioritizes empathy and integrity over sales-driven motivations Why This Role is Unique
•   You'll inherit and grow a book of business-not start one from scratch
•   Be mentored directly by the firm's founder in a side-by-side partnership model
•   Opportunity to eventually step into a lead advisor role
•   The firm offers healthcare reimbursement for open market insurance plans
•   Ideal for someone looking for long-term alignment with a values-driven, client-centric firm Ready to grow with a firm that truly values people and purpose?
Apply today to learn more about this unique opportunity to build lasting relationships and a meaningful career.
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