Top Tech Jobs & Startup Jobs

The Associate Advisor supports Financial Advisors by providing ongoing service to clients, implementing financial plans, and conducting research. This role includes shadowing advisors, assisting with client communication, and obtaining the CFP® designation while working in a collaborative team environment.

The Associate Advisor provides support to Financial Advisors by creating and implementing financial plans, performing research, assisting with client communication, and shadowing various departments to understand the business model. They are also in pursuit of their CFP® designation.

The RVP, Client Acquisition will engage with qualified prospects to understand their needs and present tailored financial planning solutions. The role involves building relationships, collaborating with financial advisors, and guiding clients through the advisory process to drive new business success, all while contributing to the company's positive work environment.