Associate Financial Advisor, Private Wealth Management (CFP track / in progress)

Responsibilities: Conduct in-depth financial assessments for high-net-worth clients Develop strategic financial plans aligned with client goals and values Integrate investment, estate, insurance, tax, and cash-flow strategies into plans Execute trades and monitor client portfolios for optimization opportunities Prepare for and participate in client meetings, reviews, and onboarding processes Partner with internal and external professionals (CPAs, attorneys, investment managers) as needed Maintain accurate CRM documentation and complete tasks on schedule Contribute to internal planning discussions, investment strategy reviews, and process improvements Provide support for special projects, system enhancements, general office needs, and team collaboration

Qualifications: Bachelor's degree (or near completion) required Near completion of a financial-planning or advisor designation (such as CFP, CFA, CRCP, AAMS, etc.) required Knowledge across investments, insurance, tax, retirement, and estate planning required Familiarity with financial-planning tools/software and MS Office required

Base Pay: $60,000 – $90,000 per year (negotiable based on experience)

Benefits: Health, Dental, Vision Insurance; 401(k) with match; paid time off; professional development support Employment Details

Job Type: Full-time, on-site

Typical Hours: Monday–Friday, 40–45 hours per week

Travel: Optional domestic travel

Start Date: ASAP

Relocation Assistance: Negotiable

Sponsorship: Not available Seniority Level Associate Employment Type Full-time Job Function Finance