interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!
💼 Associate Advisor | $105K–$125K + Bonus 📈 $5B Wealth Management Firm | Excellent Benefits + Career Growth
🚀 Want to build a long-term career in wealth management - not just service clients, but eventually lead relationships of your own?
I’m working with an established wealth management firm with approximately $5B in assets under management that’s looking for a motivated, detail-oriented Associate Advisor to join its growing advisory team.
This is an opportunity to work directly alongside experienced advisors, contribute to financial planning and investment discussions, and develop the skills to eventually manage client relationships independently.
Even better? The firm offers a structured training program, hands-on mentorship, and a clear path for professional growth.
💡 What You’ll Do
- Prepare financial plans and client review meetings
- Analyze client data and help develop financial planning recommendations
- Coordinate implementation and follow through on client action items
- Support 401(k) plan participants and trustees
- Help facilitate retirement plan reviews and investment selection discussions
- Partner with senior advisors, client service, operations, and compliance teams
- Build the technical and relationship-management skills to grow into a more senior advisory role
Who They’re Looking For
- Experience as an Associate Advisor, Junior Advisor, or in a similar wealth management role
- Highly organized, proactive, and process-driven, with exceptional attention to detail
- Strong communication skills and a genuine passion for helping clients
- Comfortable using CRM systems; financial planning software experience is a plus
- Bachelor’s degree or equivalent experience
- Series 7 and 66 (or 63 and 65) and California Insurance License, or willingness to obtain them within the required timelines
🌟 Why This Opportunity Stands Out
- 💰 $105K–$125K base + performance-based bonus
- 🏥 100% employer-paid employee medical premiums - PPO and Kaiser options
- 💼 401(k) match plus discretionary profit sharing, approximately 5%
- 🌴 Generous PTO, scaling up to 26 days annually
- 📚 Tuition and professional designation reimbursement
- 💵 $2,500 annual employer HSA contribution
- 🤝 Structured training, mentorship, and an open-door culture
- 📈 Long-term potential to take on greater responsibility, pursue partnership, or eventually build your own practice
If you’re an early-career advisor who’s organized, driven, and ready to take the next step in wealth management, this could be an excellent opportunity to accelerate your career with a firm that invests in your development. 📩 Reach out to Mahmoud Adam, CPA, on LinkedIn and send me your resume directly.