Description
Interested? Connect with me on LinkedIn - Mahmoud Adam, CPA - and send me your resume directly!
? Associate Advisor | $120K–$140K Stretch + DOE
? Want to build a career as a Financial Planner without sacrificing your work-life balance?
I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.
They’re looking for an Associate Advisor to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently.
This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in tax, estate, retirement, and investment planning while following a clear path toward becoming a Lead Advisor.
? What You’ll Do
- Support Lead Advisors in delivering comprehensive financial planning for high-net-worth clients
- Prepare and update financial plans covering retirement, investments, taxes, and estate planning
- Research planning strategies and prepare client meeting materials
- Participate in client meetings and gain valuable relationship-management experience
- Track follow-ups and ensure client action items are completed
- Build your technical planning expertise and progress toward a future Financial Planner role
Requirements
? Who They’re Looking For
- 1–2 years of financial planning experience
- CFP designation or coursework completed / nearing completion
- Familiarity with financial planning software such as eMoney or MoneyGuidePro
- Strong analytical, organizational, and communication skills
- A client-first mindset and genuine interest in comprehensive wealth planning
- Someone motivated to learn, grow, and eventually step into a Lead Advisor role
? Why This Opportunity Stands Out
- ? $120K–$140K stretch compensation, depending on experience
- ? Only one day in the office per week
- ? Family Fridays - finish work at 1 PM every Friday
- ? 100% employer-paid medical, dental, and vision
- ? 3 weeks of PTO + 40 hours of sick time
- ? The firm shuts down for Christmas week
- ? 401(k) match of up to $8,000 after one year
- ✈️ After five years, earn 4 weeks of PTO and $5,000 toward a vacation
- ? A clear growth path toward becoming a Lead Advisor
If you're an aspiring CFP or early-career advisor ready for your next move, let's connect!
? Reach out to Mahmoud Adam, CPA, on LinkedIn and send me your resume directly.
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