Associate Wealth Advisor

Independent Registered Investment Advisor (RIA) | Hybrid

We are a growing, employee-owned independent RIA serving individuals, families, business owners, and nonprofit organizations nationwide. As part of a second-generation leadership transition, the firm is investing in long-term growth and seeking an Associate Wealth Advisor to support senior advisors while developing into a lead advisory role over time.

This is an excellent opportunity for a service-oriented advisor who enjoys client interaction, financial planning, and investment research in a collaborative team environment.

What You’ll Do

Support senior advisors in client meetings, follow-ups, and relationship management
Assist with onboarding new clients, including paperwork, planning inputs, and communication
Prepare and update financial plans; coordinate with CPAs, estate attorneys, and insurance professionals
Serve as a secondary point of contact for clients and provide timely service support
Contribute to investment research, committee materials, and client reporting
Assist with portfolio implementation and performance review

What We’re Looking For

5+ years of experience in wealth management, financial planning, or related field
CFP®, CFA®, CPA, and/or CIMA preferred (or in progress)
Strong attention to detail and follow-through
Comfortable communicating with clients and professional partners
Ability to manage multiple priorities in a fast-paced environment
Series 65/66 required (or obtained upon hire)

Why Join

Employee-owned firm with long-term career path to senior advisor
Profit-sharing and revenue-sharing opportunities as you grow
Competitive benefits and hybrid work schedule
Supportive, team-oriented culture with strong mentorship