Associate Advisor → Advisor → Lead Advisor → Practicing Partner/Owner What Makes Cohesion ... The Opportunity You will receive a competitive salary, benefits, direct mentorship from our ...
New
Associate Advisor → Advisor → Lead Advisor → Practicing Partner/Owner What Makes Cohesion ... The Opportunity You will receive a competitive salary, benefits, direct mentorship from our ...
New
Associate Advisor → Advisor → Lead Advisor → Practicing Partner/Owner What Makes Cohesion ... The Opportunity You will receive a competitive salary, benefits, direct mentorship from our ...
New
White Plains, NY · On-site
$50K - $70K/yr
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private ... Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
Quick apply
White Plains, NY · On-site
$50K - $70K/yr
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private ... Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
Shelby, MI · On-site
Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity ... The benefit of LPL's experience helping financial institutions grow and maximize their investment ...
Shelby, MI · On-site
Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity ... The benefit of LPL's experience helping financial institutions grow and maximize their investment ...
Shelby, MI · On-site
Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity ... The benefit of LPL's experience helping financial institutions grow and maximize their investment ...
Shelby, MI · On-site
Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity ... The benefit of LPL's experience helping financial institutions grow and maximize their investment ...
White Plains, NY · On-site
$50K - $70K/yr
Associate Financial Advisor White Plains, NY In-Office Bhashyam Wealth Management, a Private Wealth ... Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
White Plains, NY · On-site
$50K - $70K/yr
Associate Financial Advisor White Plains, NY In-Office Bhashyam Wealth Management, a Private Wealth ... Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
$50 - $80/hr
The objective of the Associate Financial Advisor role is to participate in and successfully ... A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive ...
New
$50 - $80/hr
The objective of the Associate Financial Advisor role is to participate in and successfully ... A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive ...
New
Wyomissing, PA · On-site +1
$82K - $95K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus Partners ...
Wyomissing, PA · On-site +1
$82K - $95K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus Partners ...
Durango, CO · On-site
$59K - $80K/yr
About the Role: The Associate Financial Advisor provides specialized services to an individual ... You'll have the opportunity to advance your career while enjoying our comprehensive benefits ...
Durango, CO · On-site
$59K - $80K/yr
About the Role: The Associate Financial Advisor provides specialized services to an individual ... You'll have the opportunity to advance your career while enjoying our comprehensive benefits ...
Albany, NY · On-site
$50K - $80K/yr
The objective of the Associate Financial Advisor role is to participate in and successfully ... A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive ...
Albany, NY · On-site
$50K - $80K/yr
The objective of the Associate Financial Advisor role is to participate in and successfully ... A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive ...
$90K - $120K/yr
None required Benefits: Medical (100% paid for base plan), Retirement + Match, Life Insurance, PTO ... We expect our associates at all levels to: Grow professionally and inspire others to do the same ...
$90K - $120K/yr
None required Benefits: Medical (100% paid for base plan), Retirement + Match, Life Insurance, PTO ... We expect our associates at all levels to: Grow professionally and inspire others to do the same ...
Arlington, VA · On-site
$90K - $120K/yr
None required Benefits: Medical (100% paid for base plan), Retirement + Match, Life Insurance, PTO ... We expect our associates at all levels to: • Grow professionally and inspire others to do the ...
Arlington, VA · On-site
$90K - $120K/yr
None required Benefits: Medical (100% paid for base plan), Retirement + Match, Life Insurance, PTO ... We expect our associates at all levels to: • Grow professionally and inspire others to do the ...
Albany, NY · On-site
$50 - $80/hr
The objective of the Associate Financial Advisor role is to participate in and successfully ... A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive ...
New
Albany, NY · On-site
$50 - $80/hr
The objective of the Associate Financial Advisor role is to participate in and successfully ... A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive ...
New
$82K - $95K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus Partners ...
$82K - $95K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus Partners ...
White Plains, NY · On-site
$50K - $70K/yr
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private ... Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
Quick apply
White Plains, NY · On-site
$50K - $70K/yr
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private ... Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
Topeka, KS · On-site
$14.75 - $19.75/hr
Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Amazing benefits, including medical, dental, vision and 401k (with matching options) * Generous PTO ...
Topeka, KS · On-site
$14.75 - $19.75/hr
Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Amazing benefits, including medical, dental, vision and 401k (with matching options) * Generous PTO ...
$13 - $17.25/hr
Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Amazing benefits, including medical, dental, vision and 401k (with matching options) * Generous PTO ...
$13 - $17.25/hr
Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Amazing benefits, including medical, dental, vision and 401k (with matching options) * Generous PTO ...
Chicago, IL · On-site
$68K - $92K/yr
About the Role: The Associate Financial Advisor provides specialized services to an individual ... benefits and compensation #LI-PWM3
Chicago, IL · On-site
$68K - $92K/yr
About the Role: The Associate Financial Advisor provides specialized services to an individual ... benefits and compensation #LI-PWM3
White Plains, NY · On-site
$50 - $70/hr
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private ... Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
New
White Plains, NY · On-site
$50 - $70/hr
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private ... Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
New
$75 - $110/hr
... an Associate Advisor ready to build a career in financial planning. You will work directly ... Detail-oriented, organized, and able to manage multiple priorities Benefits at a Glance
New
$75 - $110/hr
... an Associate Advisor ready to build a career in financial planning. You will work directly ... Detail-oriented, organized, and able to manage multiple priorities Benefits at a Glance
New
Denver, CO · On-site
$75 - $110/hr
... an Associate Advisor ready to build a career in financial planning. You will work directly ... Detail-oriented, organized, and able to manage multiple priorities Benefits at a Glance
New
Denver, CO · On-site
$75 - $110/hr
... an Associate Advisor ready to build a career in financial planning. You will work directly ... Detail-oriented, organized, and able to manage multiple priorities Benefits at a Glance
New
$11.54 - $14.47
10% of jobs
$15.79 is the 25th percentile. Wages below this are outliers.
$14.47 - $17.40
34% of jobs
The median wage is $18.49 / hr.
$17.40 - $20.32
17% of jobs
$20.32 - $23.25
14% of jobs
$23.43 is the 75th percentile. Wages above this are outliers.
$23.25 - $26.18
9% of jobs
$26.18 - $29.11
5% of jobs
$29.11 - $32.04
4% of jobs
$32.04 - $34.97
3% of jobs
$34.97 - $37.89
3% of jobs
$37.89 - $40.82
1% of jobs
$40.82 - $43.75
0% of jobs
$11
$22
$43
| Aspect | Associate Benefit Advisor | Benefits Coordinator |
|---|---|---|
| Required Credentials | Typically a bachelor's degree, insurance licenses | High school diploma or equivalent, insurance licenses often preferred |
| Work Environment | Office setting, client meetings, insurance firms | Office environment, HR departments, insurance companies |
| Employer & Industry Usage | Insurance agencies, benefits consulting firms | Corporate HR departments, insurance providers |
| Common Search & Comparison | Yes | Yes |
The Associate Benefit Advisor and Benefits Coordinator roles share similarities in working with employee benefits and insurance products. However, the Associate Benefit Advisor often focuses on client consultations, sales, and benefit plan recommendations, requiring licenses and sales skills. The Benefits Coordinator typically handles administrative tasks, benefits enrollment, and employee communication within a company. Both roles are essential in the benefits industry but differ in responsibilities and work environment.
Cities with the most Associate Benefit Advisor job openings:
The most popular types of Benefit Advisor jobs are:
States with the most job openings for Associate Benefit Advisor jobs include:

Other
Posted 2 days ago
New
Cohesion Wealth Management is looking for an Associate Financial Advisor who wants to become an exceptional Lead Advisor—and, for the right person, eventually a Practicing Partner and owner of the firm.
We manage approximately $200 million and expect to grow by roughly 25% this year, with a long-term goal of reaching $1 billion.
Associate Advisor → Advisor → Lead Advisor → Practicing Partner/Owner
What Makes Cohesion Different
We serve high-net-worth pre-retirees and retirees through an integrated approach to:
* Investment Management
* Retirement Income and Distribution Planning
* Tax Management
* Estate Planning and Document Creation
We own our tax practice and have built tax planning directly into our wealth management process. We also take clients through the estate planning process and produce their estate planning documents. These aren’t simply areas we discuss and refer out.
We coordinate investment management, distribution planning, tax management, and estate planning so clients can make better decisions across their entire financial lives—not in separate silos.
The Role
You will begin by working alongside one of our Managing Partners in client meetings and gradually take on more responsibility.
Your responsibilities will include:
* Preparing financial plans and client meeting materials
* Supporting retirement income and distribution planning
* Using our planning technology to identify tax planning opportunities
* Supporting estate planning and document creation
* Managing client follow-up and action items
* Assisting with new accounts, transfers, and other operational needs
* Developing the technical and relationship skills required to become a primary advisor
As your capabilities develop, we will transition client relationships of approximately $250,000+ to you.
You will not be expected to cold prospect or build a book of business from scratch. We have built a growth engine that consistently brings new clients to the firm. That gives our advisors the opportunity to spend their time becoming exceptional at advising clients rather than building their careers around prospecting.
That doesn’t mean growth isn’t part of the role. We expect our advisors to build deep client relationships, earn trust, recognize opportunities, and generate introductions and referrals through the quality of the work they do.
Who We’re Looking For
Three qualities matter most:
Hungry. Humble. People smart.
You want to improve, take on responsibility, and become excellent at this work. You are coachable, self-aware, accountable, and focused on serving clients well. You know how to listen, communicate clearly, connect with people, and build trust over time.
Ideally, you have 3+ years of experience in wealth management or financial planning and either hold the CFP® designation or are actively pursuing it.
You may be ready to move beyond a larger firm’s limited career path and join a firm where your growth is tied to your capability—not simply your tenure, production, or ability to generate leads.
The Opportunity
You will receive a competitive salary, benefits, direct mentorship from our Managing Partners, increasing client responsibility, and a defined path to ownership.
Our intention is to develop this person from Associate Advisor to Advisor, then Lead Advisor, and ultimately provide the opportunity to become a Practicing Partner and owner of Cohesion. Advancement comes with demonstrated capability, leadership, client relationships, and contribution to the firm.
We’re building Cohesion for the long term. We’re looking for someone with the ambition to grow with it and the desire to make this the firm where they build their career.