Associate Financial Advisor

An established wealth management team is seeking an Associate Financial Advisor to help support a growing financial planning practice. This position is well suited to a motivated professional who can contribute across client service, new business development, and investment-related support. In this role, you will work closely with advisors to help maintain strong client relationships, assist with day-to-day service needs, and support efforts to expand the practice. You may also contribute to preparing client materials, coordinating follow-up actions, and helping with portfolio-related tasks as needed. The ideal candidate brings a service-oriented mindset, strong communication skills, and the ability to work independently in a fast-paced environment. A minimum of five years of relevant experience is preferred, along with a background in client-facing financial services, business development, and investment support. This is an on-site position offering a salary in the range of $60,000 to $80,000, with competitive benefits expected.