Associate Advisor - Financial Advisor In Development

Associate Advisor / Advisor-in-DevelopmentClient Stewardship, Education & Growth RoleKenosha - Wisconsin About Our FirmWe are a values-based, process-driven retirement planning firm serving individuals and families approaching or in retirement. Our work focuses on clarity, confidence, education, and long-term relationships — not hype, sales pressure, speculation, or one-size-fits-all solutions.We operate with proven systems, a clearly defined client experience (including our WealthCare365 model), and a team-based approach. Our goal is to build a strong, well-run Kenosha office that serves as a model for thoughtful growth into additional locations over time. About the RoleThis position is designed for someone who is intentionally choosing a career path as a financial advisor and wants to develop into that role the right way — by learning systems, serving clients well, and earning increasing responsibility.The role begins with hands-on training and integration into our processes, with the expectation that the right candidate will be running client appointments within approximately 3–4 months, with ongoing support and guidance.This is a structured role with a defined onboarding and training period, designed to develop advisory skills before full responsibility is assumed.It is a long-term opportunity within a real advisory firm — not a commission-only position. What You’ll Be DoingOver time, responsibilities will include:Helping build, refine, and execute our WealthCare365 client care system, ensuring it is consistently delivered and continually improvedSupporting and eventually leading client review meetingsConducting fact-finding and discovery meetingsLearning and following our established advisory and sales processMaking outbound calls to warm leads and existing contacts to help set appointments(This role does not involve cold calling. Most new relationships come through educational workshops, client referrals, and ongoing follow-up.)Assisting with and, over time, helping teach our Retirement Masterclass(Evening availability, sometimes Saturday morning, required as needed)Preparing for and participating in client meetingsHelping manage and engage our CRM and databases.Identifying opportunities to improve systems, workflows, and overall client experience utilizing our technology platforms Training & GrowthInitial focus on learning systems, appointment process, and client experienceGradual increase in client-facing responsibilityLearning how different financial strategies and products are used, and how to determine appropriate solutions based on a client’s specific goals and circumstances.Expected progression to running appointments within 3–4 monthsOngoing coaching, feedback, and professional development CompensationThis role includes a base/draw structure with additional variable compensation tied to closed business, along with eligibility to participate in a quarterly firm-wide profit bonus. Compensation details will be discussed during the interview process. ZipRecruiter requires a posted pay range. Actual starting pay within the posted range will be based on experience, licensing status, and role progression. What We’re Looking ForA genuine interest in becoming a financial advisor as a long-term careerStrong listening and communication skills - written and verbalComfort with structure, systems, and accountabilityWillingness to learn, follow and help improve established processesProfessional, reliable, and client-focusedAbility to engage with clients and prospects comfortably (including phone outreach)Willingness to assist with evening educational classes as neededLife & Health insurance license, or willingness to obtain promptly; willingness to obtain the Series 65 within approximately 6 monthsThis is an in-person position in our Kensha office so the ability to commute easily every day to Kenosha is essential This Role Is a Good Fit If You:Want to build real advisory skills, in a consultative environmentAppreciate clear expectations and proven systemsEnjoy helping people understand complex topics and helping solve their problemsAre coachable, curious, and process-orientedWant growth and responsibility without being thrown in unpreparedValue personal development, ongoing learning opportunities, occasional travel for advanced education This Role Is Likely Not a Fit If You:Are primarily interested in trading, market analysis, crypto, or stock pickingAre “trying things out” or unsure of your long-term career directionAre more interested in learning about investing than serving clients through a defined planning processPrefer working independently rather than being part of a team-based, process-driven firmDo not enjoy frequent interaction with clients and prospectsFind active listening challenging or prefer to do most of the talkingAre uncomfortable with structure, accountability, and follow-throughAre looking for a quick transition to commission-only or independent workLooking for one and done type sales transactions and not focused on building ongoing trusted relationships To ApplyPlease submit your resume and respond to the screening questions below. Thoughtful, concise responses are welcome. 1. What draws you to a career as a financial advisor, and why does this role appeal to you specifically at this point in your life? 2. This role begins with learning systems, processes, and our client experience before running appointments independently. How do you typically learn best in a structured environment, and how do you handle feedback and coaching?  3. This is a highly client-facing role where listening skills are critical. Please share an example of a time when listening carefully helped you better understand someone’s needs or improve an outcome.You may also email your answers to support@retirement-advocates.com with the subject line "Associate Advisor Application Questions"Company DescriptionWe are a values-driven retirement planning firm serving individuals and families through education, integrity, and long-term relationships. Our work emphasizes stewardship, service, and thoughtful planning. We are building a structured, high-touch client service model and are looking for someone who enjoys helping implement and improve processes.This role works closely with the lead advisor and offers a defined growth path for those who demonstrate strong performance, alignment, and commitment to professional licensing.

Salary : $20 - $30