Job Title: Financial Advisor / Associate Advisor
Job Type: Full-Time / Part-Time
Work Authorization: Open
Work Model: Hybrid / Remote
Job Summary
Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess strong relationship-building abilities, financial planning knowledge, and a client-first mindset. This role offers long-term career growth for professionals interested in advisory services, retirement planning, investment management, and wealth strategies.
Key Responsibilities
Manage and develop client relationships
Conduct financial planning and investment reviews
Provide guidance on retirement, tax, insurance, and estate planning strategies
Lead client meetings and present financial recommendations
Support business development through referrals and networking
Collaborate with internal leadership and advisory teams
Maintain compliance with financial industry regulations
Required Qualifications
Bachelor's degree in Finance, Business, Economics, or related field
Experience in financial planning, wealth management, or advisory services
Strong communication and interpersonal skills
Self-motivated with business development mindset
Active Series 7 and Series 66 preferred
Series 6 candidates with upgrade plan may be considered
Insurance licenses preferred or willingness to obtain
Preferred Skills
Experience managing client relationships
Knowledge of retirement and investment planning
Understanding of tax-efficient wealth strategies
Client-facing presentation skills
Entrepreneurial and growth-oriented mindset
Ideal Candidate
Relationship-driven advisor
Interested in long-term career growth
Comfortable building and managing a client portfolio
Planning-first approach rather than transactional sales
Strong organizational and follow-through skills
Industry
Financial Services / Wealth Management / Financial Planning
Experience Level
Mid-Level to Senior-Level
Interview Process
Notes