Associate Financial Advisor

INDUSTRY LEADING FEE-ONLY RIA

Our client is one of the most recognized in the nation with a defined niche serving clients undergoing significant life, financial, or career changes. Leveraging a tech stack that includes Junxure, MoneyGuide Pro, eMoney, Holistiplan, and Riskalyze, along with training from The Kinder Institute of Life Planning and the Sudden Money Institute, this is an opportunity to join a team of expert advisors. If you are an authentic, curious, compassionate, and team-oriented professional with 2+ years’ planning experience, this is the opportunity you’ve been waiting for.

RESPONSIBILITIES WE’LL TRUST YOU WITH

You will be expected to demonstrate a passion for providing unparalleled service to the firm’s clients. Attend and participate in client meetings as part of a 2-person advisor team. Coordinate client advice with other professionals such as CPAs, estate attorneys and insurance specialists. Review and prepare meeting materials. Take ownership of the financial life plan creation process. Perform ad hoc financial planning and investment research. Serve as a point of contact for the firm’s clients. Provide support for the firm’s marketing efforts and oversee the preparation of the new client on-boarding process.

QUALIFICATIONS

BA/BS from an accredited university. CFP® designation strongly preferred. 2+ years’ experience in personal financial planning preferred. Familiarity with MoneyGuide Pro and Junxure are strongly preferred. Must be gracious, honest, and comfortable with Financial Life Planning. Possess a balance of deep technical financial planning knowledge and strong emotional intelligence. Must strive for a high touch, in touch approach to client relationship management.

THE PERKS

Competitive salary based on experience. 401(k) with Safe Harbor contribution. Paid parking. Generous leave policy. Health/vision/dental insurance reimbursement. ST/LT disability insurance coverage. Group life insurance. Professional development budget. Opportunity to pursue life planning and the Certified Financial Transitionist certification. Clear path to becoming a lead advisor and the opportunity for eventual equity ownership.