Associate Financial Advisor Job Posting

SUMMARY: The Associate Financial Advisor will work closely with lead advisors to support client relationships, prepare financial plans, assist with investment and retirement analysis, and help deliver outstanding client experience. This is an excellent opportunity for someone looking to develop professionally within the financial planning industry while gaining hands-on experience in comprehensive wealth management.

Key Responsibilities

Assist advisors in preparing, analyzing, and updating financial plans
Participate in client meetings and assist with follow-up communication
Analyze retirement, investment, insurance, and cash flow strategies
Conduct financial planning and investment research
Enroll participants in employee sponsored retirement plans
Help business clients maintain retirement plans including interactions with recordkeepers, TPA providers, and other consultants
Support day-to-day client service and planning operations
Maintain accurate client records and documentation
Learn and utilize financial planning software, including RightCapital
Collaborate with team members to improve processes and client experience

Qualifications

FINRA Series 7 & 66 licenses required
Bachelor’s degree preferred (Finance, Business, Economics, or related field)
Interest or experience in financial planning and wealth management
Strong communication, organizational, and analytical skills
Ability to manage multiple priorities and deadlines effectively
CFP® coursework, licensing progress, or interest in pursuing CFP® certification is a plus
Experience with financial planning software is preferred but not required

What We’re Looking For

Positive attitude and willingness to learn
Strong client service mindset
Professional verbal and written communication skills
Dependable, team-oriented personality
Self-motivated with a desire for long-term career growth
High level of professionalism and attention to detail

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off
Retirement plan

Application Question(s):

Do you have a FINRA Series 7 and 66 license?

Education:

Bachelor's (Preferred)

Experience:

Financial Advising: 2 years (Preferred)

Work Location: In person

Zenith Wealth Management

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Associate Financial Advisor