Associate Financial Advisor

Longview Financial Advisors, Inc. is seeking a full-time Associate Financial Advisor in our Huntsville, Alabama office. The applicant should be team-oriented and highly motivated in personal and company success.

Job Summary:

The Associate Financial Advisor plays a key role within a collaborative team focused on delivering personalized and high-quality financial planning for the clients of Longview. This position is ideal for someone looking to develop their skills, contribute to the overall client experience, and prepare for future advancement within the firm.

Working closely with the Senior Financial Advisor and Client Service Associate, the Associate Financial Advisor manages a blend of technical and client-facing responsibilities. In client meetings, this role supports the Senior Advisor by taking thorough notes, tracking follow-up action items, and ensuring all client details are captured well documented. Beyond meetings, the Associate Financial Advisor builds and maintains strong client relationships through timely follow-ups and communication that reflects a genuine understanding of each client's goals and anticipated needs.

On the planning and analytical side, the Associate Advisor gathers, organizes, and maintains detailed client data to support the development of financial plans, tax analyses, estate planning outlines, and other client materials. In collaboration with the Senior Advisor, this role contributes to the analysis of client information and the development of thoughtful, personalized recommendations tailored to each client's scope of engagement. All key planning assumptions, meeting notes, and follow-up actions are recorded in the firm's CRM system to ensure continuity and accountability across the team.

Requirements:

• Bachelor’s degree from an accredited four-year university
• CFP® designation, or completion of a CFP® Board-registered education program with the intention to sit for the exam within 12- to 18-months.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop thoughtful recommendations
• Highly organized and detail-oriented, with a commitment to accuracy and the ability to manage multiple tasks and deadlines efficiently
• Excellent communication skills, including clear and professional written correspondence, confident verbal interactions, and active, empathetic listening
• Technologically proficient, with strong knowledge of Microsoft Office and experience with eMoney, Holistiplan, and Salesforce preferred.
• Collaborative and team-oriented, with the ability to work effectively across all levels of the firm and contribute to a supportive, high-performance culture
• Self-motivated with a strong sense of initiative, follow-through, and personal accountability
• Demonstrates emotional intelligence, self-awareness, and the ability to build trust and rapport with both clients and team members
• Curious and engaged, with the confidence to ask questions and the empathy to understand client needs and goals
• Receptive to feedback and committed to continuous improvement, both personally and professionally
• Proven ability to manage individual tasks and team projects with efficiency, adaptability, and attention to detail
• Client-focused mindset with a desire to deliver exceptional service and build long-term relationships
• Interest in long-term professional growth and advancement within the financial planning profession

Benefits:

• Competitive Salary
• Bonus program
• 401(k) with automatic annual profit sharing of 4% after one year of service
• Group health insurance (100% cost for employee covered by company)
• Group long-term disability insurance (100% of cost covered by company)
• $50,000 of company group life insurance (100% of cost covered by the company)
• Maternity/Paternity leave offered

About Our Company: 

Longview Financial Advisors, Inc. is a fee-only financial planning and wealth management firm with offices in Huntsville, Alabama and Nashville, Tennessee. For more information on our firm and services, please visit our website at longviewfa.com.