Associate Advisor

Overview

Role focused on client acquisition and delivering wealth management solutions.

Ideal candidate has 2+ years in financial services sales and strong relationship-building skills.

Locations

• United States

Requirements

• 2+ years in financial services sales
• Current Investment Adviser Representative designation
• History of exceeding client acquisition targets

Responsibilities

• Orchestrate client outreach
• Lead discovery sessions
• Identify market opportunities
• Cultivate referral networks
• Commit to skill enhancement

Benefits

• Health, dental, and vision insurance
• Life insurance
• Unlimited PTO
• 401(k) with company match
• Professional development support