<p><strong>Associate Advisor | Build Your Career in Wealth Management</strong></p><p><br></p><p><strong>$85K–$110K Base (stretch) + Bonus + Excellent Benefits + 5% 401(k) Match</strong></p><p><strong></strong></p><p><strong>What if your next role wasn’t just a job… but the launchpad to becoming a trusted Wealth Advisor?</strong></p><p>A thriving wealth management firm with <strong>$4.5B+ in AUM</strong> is looking for an <strong>Associate Advisor</strong> who is hungry to learn, eager to grow, and excited to make a meaningful impact in clients’ financial lives.</p><p>This is an opportunity to join a highly respected, collaborative team where you’ll work directly alongside seasoned advisors, gain hands-on exposure to complex financial planning, and build the foundation for a long-term career in wealth management.</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><p><br></p><p>This is <strong>not a back-office support seat</strong>.</p><p>You’ll be deeply involved in the <strong>full client journey</strong>—from preparing for meetings and building financial plans to helping implement recommendations and delivering a high-touch client experience.</p><p>You’ll work closely with senior advisors while receiving <strong>structured mentorship, coaching, and real career development</strong> with the opportunity to grow into larger advisory responsibilities over time.</p><p>If your long-term vision is to become a <strong>trusted advisor, future leader, or even build your own book one day</strong>—this firm wants to invest in that journey.</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><p>✔ Partner with Senior Advisors to support high-net-worth client relationships</p><p>✔ Help build and execute comprehensive financial plans</p><p>✔ Prepare for client meetings, analyze financial data, and implement recommendations</p><p>✔ Coordinate with Operations, Compliance, and Client Services to deliver a seamless experience</p><p>✔ Build confidence, judgment, and technical expertise to eventually manage relationships independently</p>

<p><strong>What They’re Looking For</strong></p><p>✔ 1–5 years of financial planning or wealth management experience</p><p> ✔ Exposure to the planning process and a strong desire to grow in advisory</p><p> ✔ SIE, Series 7, 66 (or 63/65), and Life &amp; Health license (or ability to obtain)</p><p> ✔ CFP® track or strong desire to pursue it</p><p> ✔ Experience with planning tools like <strong>eMoney, MoneyGuidePro, or RightCapital</strong> is a plus</p><p> ✔ Strong communication skills and a client-first mindset</p><p><br></p><p>If you’re looking for a place where you can <strong>learn fast, grow meaningfully, and build a real future in wealth management</strong>—this could be worth exploring.</p><p><br></p><p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration — Mahmoud Adam, CPA.</strong></p>

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