About the job

📣 We’re Hiring: Sub-Advisor / Associate Advisor

📍 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

📩 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

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