🔎 We're Hiring: Associate Financial AdvisorFull-TimeCompany: Pierson Wealth ManagementAbout UsAt Pierson Wealth Management, our mission is simple: help people plan for a relaxing, goal-oriented retirement through our proven Holistic Financial Planning process. We strive to deliver clarity, confidence, and a worry-free financial future.

About the RoleWe're looking for a detail-oriented Associate Financial Advisor to support our Lead Advisor in creating personalized investment strategies. This role is ideal for someone passionate about financial planning, accuracy, and relationship-building.

What You’ll Do✅ Develop and recommend tailored investment solutions

✅ Assist in preparing financial plans and client presentations

✅ Maintain ongoing client relationships and provide follow-up service

✅ Help grow a referral-based practice

✅ Stay compliant with industry regulations and maintain necessary licenses

What We’re Looking For✔ 2+ years of experience in financial services or sales

✔ Background in Finance, Insurance or Investments

✔ Strong communication, relationship, and business development skills

✔ Proficiency with financial planning software (e.g., eMoney)

Preferred Credentials⭐ FINRA Series 7 and 66 (or 65 & 63)

⭐ State Life & Health Insurance License

⭐ CFP® designation (preferred, not required)

Education:Bachelor's in Finance, Financial Planning or related field

Why Join Us?You'll be part of a values-driven team, helping clients achieve peace of mind and purpose with their finances. If you're ready to take the next step in your advising career, we’d love to connect!

Salary + Benefits!

Pierson Wealth Management jobs

Associate Financial Advisor