Associate Financial Advisor

This is a retained talent search in partnership with HumanUs

The Opportunity

Every successful client relationship depends on thoughtful preparation, dependable follow-through, and an advisor who can focus on delivering trusted guidance. Working alongside Lead and Senior Financial Advisors, the Associate Fiancial Advisor (AFA) helps prepare for client meetings, support financial planning, coordinate operational workflows, and ensure that important details are handled accurately and on time.

You'll work alongside experienced Advisors who believe in sharing knowledge, developing others, and giving people room to grow. From day one, you'll contribute to meaningful client work while building technical expertise, professional judgment, and confidence to take on greater responsibility over time.

About Certior

Certior Financial Group is an established, growing independent Registered Investment Adviser (RIA) committed to helping individuals and families make informed financial decisions with confidence. The firm combines comprehensive financial planning with personalized advice and long-term client relationships built on trust, thoughtful guidance, and responsive service. Team members work closely together, take ownership of their work, and share a commitment to delivering an exceptional client experience.

Key Responsibilities

• Client Relationship Support: Partner with Lead and Senior Financial Advisors to prepare for and participate in client meetings, respond to client requests, coordinate follow-up activities, and help deliver the responsive high-touch service that distinguishes Certior.
• Financial Planning: Gather and organize client information, prepare financial planning analyses, and support recommendations across retirement, investments, tax, insurance, estate, and cash-flow planning while expanding your technical expertise through real client work.
• Meeting Preparation & Coordination: Coordinate the full lifecycle of client meetings by preparing agendas and organizing meeting materials, documenting discussions, maintaining CRM records, preparing draft client recap communications, and ensuring both action items and client commitments from planning through execution are completed accurately and on time.
• Professional Development: Participate in client meetings, shadow and learn alongside experienced advisors, expand technical expertise, pursue professional development and continued education including CFP® designation, and progressively assume greater client-facing responsibility as your experience grows.

What Success Looks Like

Success in this role comes from anticipating needs, communicating proactively, and following through with a level of consistency. As you grow in the role, you'll earn the confidence of colleagues and clients by being someone they know they can rely on. You will be successful when you:

• Prepare client meetings with minimal oversight.
• Anticipate needs and follow through without reminders.
• Communicate professionally and proactively with clients and colleagues.
• Maintain accurate records, planning materials, and workflows.
• Create capacity for the advisory team by reducing friction through dependable execution.
• Earn increasing responsibility by consistently delivering dependable work with demonstrated trust.
• Continue expanding your technical knowledge, professional judgment, and ownership.

Who Thrives Here

Professionals who thrive and are most successful at Certior typically:

• Take ownership and consistently follow through.
• Pay close attention to detail and take pride in producing accurate, high-quality work.
• Communicate clearly, professionally, and concisely.
• Genuinely enjoy supporting others and contributing to a team-first environment.
• Adapt well in a growing business where priorities can evolve.
• Are curious, coachable, and committed to continuous learning.

Most importantly, you are looking for more than your next position. You are looking for a place where you can build a meaningful longterm career.

Qualifications

Successful candidates will likely bring many of the following qualifications and experiences. We recognize exceptional professionals don't always check every box and encourage individuals with a strong foundation and desire to grow to apply.

Required

• Bachelor's degree in Finance, Business Administration, or a related field.
• 2–5 years of experience in wealth management, banking, financial planning, client service, or a related professional services environment.
• Strong organizational skills, attention to detail, and sound judgment.
• Excellent written and verbal communication skills.
• Ability to learn and effectively use financial planning technology.

Preferred

• A CFP® certification or strong interest in progress toward pursuing the designation.
• Experience within an RIA or wealth management firm.
• Familiarity with tech systems such as MoneyGuide, eMoney, Holistiplan, Nitrogen, Orion, Wealthbox, or similar platforms.

Compensation & Benefits

Certior offers a competitive total rewards package designed to recognize each individual's background, qualifications, professional credentials, and long-term potential. Starting base salary for this role begins at $70,000 with compensation increasing based on relevant experience, certifications, and demonstrated capabilities. In addition to competitive compensation, team members also enjoy:

• Hybrid work flexibility
• Employer-sponsored medical, dental, and vision coverage
• Company profit-sharing and 401(k) savings plan
• Generous paid time off for holidays, and personal leave
• Ongoing mentorship from experienced Financial advisors
• Professional development support, including CFP® pursuit and continuing education
• Meaningful opportunities for long-term career growth within an established, growing independent advisery firm

Apply here or reach out to GG (https://www.linkedin.com/in/galitgreen/) or email us at Talent@CertiorFinancial.com

Please note: applicants must be authorized to work in the United States without the need for current or future sponsorship. Must be located within commutable distance to the office - no relocation assistance provided at this time.