Who We Are
Priano Solutions is a search firm committed to placing only the best Financial Advisors in top Wealth Management firms. We connect talented professionals with firms offering robust growth opportunities and career advancement.

What We’re Looking For
We seek motivated Associate Financial Advisors to join growing Registered Investment Advisors (RIAs). This role is ideal for individuals looking to advance their careers in financial advisory, who are eager to learn and contribute to client success while gaining experience. Candidates should be prepared to leverage guidance, tools, and resources to build their expertise and support clients effectively.

What You’ll Do

Client Relationship Management:
- Assist in developing and maintaining strong, trusting relationships with clients.
- Support in conducting consultations to understand clients' financial goals, risk tolerance, and overall financial situation, under the guidance of senior advisors.
Financial Planning:
- Contribute to creating comprehensive financial plans, including retirement planning, tax optimization, estate planning, and investment strategies.
- Help monitor and adjust plans based on clients’ circumstances and market conditions, with oversight from more experienced advisors.
Investment Management:
- Collaborate with portfolio managers to assist in implementing and monitoring asset allocation and investment strategies.
- Support in managing and advising clients on their investment portfolios, learning to make recommendations based on senior guidance.
Client Communication:
- Regularly communicate with clients to provide updates on their financial plans and investments, ensuring consistent and accurate information delivery.
- Assist in addressing client inquiries and gathering necessary information for planning.
Data Management:
- Review, interpret, and summarize client data for input into planning software, ensuring accuracy and completeness.
- Maintain and update client information, including held-away assets, under supervision.
Annual Reviews:
- Assist in preparing for and conducting annual reviews with clients to assess financial plans and make necessary adjustments.
- Support in evaluating clients' financial goals and integrating additional assets.
Collaboration:
- Work closely with senior advisors and other professionals to support client needs and firm objectives.
- Participate in team projects and contribute to firm-wide initiatives, gaining experience in a collaborative environment.
Client Experience:
- Strive to deliver an exceptional client experience by providing high-quality service and proactive engagement.
- Learn and apply best practices for client interactions and service delivery.
Professional Development:
- Engage in ongoing self-improvement and stay updated with industry trends.
- Pursue relevant professional development opportunities to enhance skills and advance in the field.
Marketing and Business Development:
- Support in developing local centers of influence and engaging in key marketing initiatives.
- Represent the firm at client-focused events, gaining exposure to business development practices.

You Will Have

A strong foundation of integrity and emotional intelligence, with a commitment to building client trust and delivering exceptional service.
0-3 years of experience in the financial services industry, with a focus on learning and growing in financial planning and advisory roles.
Bachelor’s degree in Finance, Economics, Business, or a related field.
Familiarity with financial planning software and tools is a plus.
Strong analytical and problem-solving skills, with a willingness to learn and develop financial analysis capabilities.
Good written and verbal communication skills, with the ability to explain financial concepts clearly and concisely.
A commitment to putting clients' interests first and adhering to fiduciary standards.
Ability to work effectively with team members and demonstrate a collaborative approach.

Bonus Points For These

Pursuit of FINRA Series 7 & 66 (or 63 & 65)
CFP® or equivalent (or in progress)
Relevant internship or entry-level experience in the financial services industry
Life & Health Insurance License (or willingness to obtain)
Interest in working with high-net-worth (HNW) or ultra-high-net-worth (UHNW) clients

Associate Financial / Wealth Advisor (G...