Associate Financial Advisor

Location: In-Office Only (No Remote) - Altamonte Springs, FL

Compensation: Base Salary ($50k) + Bonus Potential (First-Year Target Total Comp: $78,000)

About The Firm
Our client is a high-end wealth management firm committed to delivering comprehensive financial strategies and exceptional client service. They have a team-oriented environment emphasizing professional growth, mentorship, and long-term career development.

Position Overview

We are seeking a motivated and licensed Associate Advisor to support senior advisors while developing the skills necessary to manage client relationships independently. This role is ideal for a detail-oriented professional looking to grow within a structured advisory firm.

Key Responsibilities

Input and maintain client data in financial planning software

Gather and organize product and investment information

Prepare materials for portfolio review and client meetings

Assist primary advisors with meeting preparation and follow-up

Attend select client meetings as a secondary advisor to:

Take detailed notes

Complete dictations

Track and execute action items

Maintain and service "Servicing Only" client relationships

Manage AOE processes

Manage insurance cases and applications from start to completion

Participate in:

Product wholesaler lunch & learns

Advisor Think Tank meetings

Investment Committee meetings

Learn and apply investment management and financial planning strategies

Progress toward managing client relationships independently

Required Qualifications
Active Series 7 and/or Series 66 license (required)

Strong organizational and communication skills

Professional demeanor suitable for a high-net-worth client environment

Ability to work full-time in an office setting

Compensation & Benefits
Base salary with bonus potential (First-year target compensation: $78,000)

Health Insurance:

Eligible after 60 days

Employer pays 50% of employee premium

401(k):

Eligible after 90 days

Employer match up to 4%

Paid Time Off (PTO):

Accrues annually

Eligible after 90 days

APPLY NOW for immediate consideration

Equal Opportunity Employer / Disabled / Protected Veterans

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The pay transparency policy is available here:

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.