Wealth Advisor - Associate

ABOUT OUR FIRM

We are a planning-focused wealth management firm committed to helping clients make thoughtful financial decisions through long-term relationships and comprehensive advice.

Financial planning is central to how we serve clients, guiding investment strategy, tax planning, retirement planning, and long-term wealth decisions.

Our team works collaboratively to deliver high-quality financial planning, investment guidance, and client service. Advisors and operations professionals work closely together to ensure recommendations are prepared thoroughly and implemented with care.

We believe strong client outcomes come from thoughtful planning, clear communication, and a team that values collaboration and attention to detail.

WHO THIS ROLE IS DESIGNED FOR

The Associate Advisor role is a strong fit for someone who enjoys the analytical and relationship-driven side of financial planning.

In this role, you will work closely with experienced advisors to prepare planning analysis, participate in client conversations, and support the thoughtful implementation of financial strategies.

Associate Advisors participate in client meetings and planning discussions alongside advisors, gaining direct exposure to how client relationships are developed and maintained.

KEY RESPONSIBILITIES

As an Associate Advisor, you will contribute to the client experience and financial planning process by:

· Participating in client meetings and planning discussions alongside advisors

· Preparing financial planning analysis, projections, and meeting materials

· Assisting in the development and maintenance of comprehensive financial plans across areas such as investments, tax considerations, retirement planning, and estate planning

· Researching planning strategies and supporting preparation for investment and planning reviews

· Coordinating the implementation and follow-through of planning recommendations with the client service team

· Maintaining accurate client records and tracking planning updates within the CRM

· Continuing to develop financial planning expertise and client relationship skills through mentorship, experience, and professional development

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

Successful Associate Advisors tend to:

· Prepare thoroughly for client meetings and contribute thoughtful planning analysis that supports advisor recommendations

· Communicate clearly with both clients and team members, helping ensure planning recommendations and follow-up actions are understood and implemented

· Take ownership of planning details and follow-through, ensuring that client plans remain accurate and up to date

· Build strong working relationships with advisors and the client service team to deliver a seamless client experience

· Continue developing financial planning expertise while gaining greater exposure to client relationships over time

WHAT WE'RE LOOKING FOR

Strong candidates often bring:

• Experience in wealth management, financial planning, or an RIA environment
• Progress toward or completion of the CFP® designation
• Strong financial planning and analytical skills
• Excellent communication and professionalism with clients
• High attention to detail and organizational ability

Experience with financial planning software, CRM systems, and custodial platforms such as Schwab is helpful.

GROWTH AND DEVELOPMENT

We believe great advisors are developed through experience, mentorship, and a strong foundation in financial planning and client relationships.

Associate Advisors work closely with experienced advisors and gain meaningful exposure to client relationships, financial planning strategy, and the advisory process.

As advisors develop expertise and demonstrate readiness, opportunities exist to take on greater responsibility within the advisory team over time.

COMPENSATION AND BENEFITS

As an employee-owned firm, our team shares in the success we build together.

• Salary: $90,000 – $115,000, compensation may vary depending on experience
• Incentive bonus potential
• Employee Stock Ownership Plan (ESOP) participation
• 401(k) with 3% Safe Harbor employer contribution
• Medical, dental, disability, and life insurance
• Paid vacation and sick time
• Professional development support

A FEW EXTRA THINGS OUR TEAM APPRECIATES

We also believe the small things — and the shared moments — matter.

• Half-day Fridays during the summer
• Your birthday off each year
• Recognition and celebration of meaningful personal milestones
• Memorable team experiences throughout the year, from unique outings to special events

Pay: $90,000.00 - $115,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Work Location: In person

Salary : $90,000 - $115,000