Associate Financial Advisor

We have an opening for an Associate Financial Advisor on our team. Being part of our independent financial advisory firm, you have the opportunity to concentrate on building client relationships and grow professionally. We focus on providing individualized services to clients.


  • CFP ® licensee preferred or have willingness to obtain license within 3 years
  • Bachelor’s degree, business, finance and economics majors preferred
  • Success in financial services industry and building your book with a minimum of 3 years experience
  • Excellent interpersonal, presentation and written communication skills.
  • Ability to close leads and develop long term client relationships
  • Proficient in Microsoft office
  • Proficient in Financial Planning software
  • Investment research and working knowledge of Morningstar and CRM systems
  • Experience in evaluating managers
  • Client services, operations and administrative skills
  • Experience in Marketing (preferred)

Please send your cover letter and resume to