About the job
📣 We’re Hiring: Sub-Advisor / Associate Advisor
đź“Ť Full-Time | Hybrid (after training)
A growing advisory firm is seeking a Sub-Advisor / Associate Advisor to support senior advisors and play an active role in delivering a high-touch, planning-focused client experience. This is an excellent opportunity for a licensed or near-licensed professional who enjoys working directly with clients, participating in review meetings, and gaining hands-on exposure to financial planning and implementation—without full book ownership.
What you’ll be doing:
- Participating in annual and year-end client review meetings alongside senior advisors
- Supporting financial planning updates, retirement planning discussions, and implementation
- Serving as a secondary point of contact for client relationships
- Preparing client materials, summaries, and follow-up documentation
- Coordinating execution of recommendations and tracking open items
- Maintaining accurate client records and workflows within CRM and planning systems
What we’re looking for:
- Experience supporting client review cycles in a wealth management or advisory environment
- Interest in long-term advisory development and financial planning
- Series 65 (or working toward licensing) preferred
- Strong communication, organization, and attention to detail
- Comfortable in a collaborative, team-based advisory model
Why this opportunity:
- Hands-on client exposure with strong mentorship
- Clear path toward a senior advisory role
- Balanced mix of planning, service, and client interaction
- Hybrid work model after initial training
đź“© Interested or know someone who could be a fit? Reach out to learn more.
Featured benefits
Medical insurance, Vision insurance, Dental insurance, 401(k)
Requirements added by the job poster
• Bachelor's Degree
• Authorized to work in the United States
• No need for visa sponsorship