Associate Financial Advisor Job overview:
Hiring an Associate Financial Advisor to join an established team serving existing clients in wealth management. As an Associate Financial Advisor, you’ll lead planning, reviews, and service — not build a book from scratch. Interested in training a CPA with HNW tax experience or JD with T/E background. Full mentorship and long-term growth path provided for the right Wealth Advisor.
Associate Financial Advisor Requirements:
2 years in wealth management, tax, law, or accounting.
Series 65 required or must obtain.
CFP/CPA/JD preferred.
Associate Financial Advisor Location: Onsite.
HP