Associate Financial Advisor

Job Description

Overview

We are seeking a motivated and growth-oriented Junior Financial Advisor to join our team. This role is ideal for someone who is early in their financial services career and eager to develop technical planning skills while also contributing to business development. You will work closely with senior advisors to build comprehensive financial plans, support client relationships, and help expand the firm’s book of business.

Key Responsibilities

Financial Planning & Client Support

• Assist in creating comprehensive financial plans, including retirement strategies, investment allocations, insurance analysis, cash-flow planning, and tax-efficient recommendations.

• Gather and analyze client data, prepare reports, and develop plan drafts for senior advisor review.

• Participate in client meetings to take notes, present plan components, and address preliminary client questions.

• Maintain accurate and compliant client records in CRM and financial planning software.

• Support ongoing client service activities such as