Associate Advisor

Signature Wealth is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Our Ensemble Practice Model fosters teamwork, trust, and mutual accountability. We believe exceptional client experiences are created by exceptional teams, and we invest in every team member through mentorship, professional development, and clearly defined career paths.

The Associate Advisor plays an integral role in strengthening client relationships while continuing to develop into a trusted financial advisor. This position is designed for professionals who are passionate about comprehensive financial planning, relationship management, and delivering an exceptional client experience within a collaborative, team-based environment.

Working alongside Lead Advisors and our Wealth Planning Team, you'll participate in client meetings, develop planning recommendations, support ongoing relationship management, and help clients make informed financial decisions. This role offers a structured path toward greater client relationship ownership, increased advisory responsibility, and long-term career growth.

• Partner with Lead Advisors to manage ongoing client relationships and deliver an exceptional client experience
• Prepare comprehensive financial plans and planning analyses to support client recommendations
• Participate in client meetings, presenting recommendations and leading portions of meetings as your experience grows
• Develop planning strategies related to retirement, tax, estate, insurance, investment, and charitable planning
• Serve as a trusted point of contact for client questions, follow-up, and ongoing service needs
• Coordinate implementation of planning recommendations with Client Services, Portfolio Management, Wealth Planning, and Operations
• Monitor client action items and ensure recommendations are implemented accurately and on time
• Communicate investment recommendations and planning updates in partnership with Lead Advisors
• Build long-term client relationships through proactive communication, responsiveness, and exceptional service
• Maintain accurate client documentation within CRM and firm systems
• Continue developing advisory, relationship management, communication, and behavioral coaching skills
• Identify opportunities to improve client experience and advisor efficiency

• A passion for financial planning, client relationships, and helping people achieve their goals
• Strong interpersonal, presentation, and communication skills
• Excellent analytical and problem-solving abilities
• Ability to build trust, confidence, and lasting relationships with clients
• High attention to detail and strong organizational skills
• A collaborative mindset with a commitment to continuous learning and professional growth
• Emotional intelligence and professionalism when navigating sensitive client situations
• A proactive approach to client service and team collaboration

• Experience using financial planning software and scenario modeling tools
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Experience working within CRM and financial planning platforms

• Bachelor's degree or equivalent professional experience
• Minimum of three years of experience in wealth management or financial services
• CFP® certification required
• Series 7 and Series 66 licenses (or willingness to obtain)
• Life, Health, Fixed, and Variable Insurance licenses (or willingness to obtain)
• Commitment to successfully completing Signature Wealth's Associate Advisor Mentorship Program – Level I
• Ongoing professional development and behavioral finance education encouraged

At Signature Wealth, we believe in developing careers—not simply filling positions.

Every team member has a clearly defined growth path with transparent expectations, ongoing coaching, and opportunities for advancement. The Associate Advisor role is designed for professionals who are ready to expand their client relationships, strengthen their advisory expertise, and continue progressing toward leadership.

As an Associate Advisor, you'll receive increasing responsibility as your experience grows. Through mentorship, structured development, and hands-on client experience, you'll build the skills necessary to become a trusted advisor and long-term leader within the firm.

As you grow with Signature Wealth, you'll have opportunities to:

• Work alongside experienced Lead Advisors and Partners while receiving ongoing mentorship
• Develop advanced planning, communication, and behavioral coaching skills
• Take on increasing ownership of client relationships and meeting leadership
• Continue expanding your technical expertise through education and professional development
• Progress toward Lead Advisor, leadership, and partnership opportunities based on your performance, development, and career goals

Many of our firm's leaders began by developing their technical expertise, client relationships, and leadership skills through collaborative roles similar to this one. We are committed to helping our people build meaningful, long-term careers.

• Full-time, exempt position
• In-office role
• Typical schedule: Monday through Friday, 8:45 AM – 5:15 PM
• Occasional additional hours may be required to support client meetings, business development activities, projects, and firm initiatives
• Firm-paid parking

At Signature Wealth, advisory is about far more than managing investments. It's about building trusted relationships, helping clients navigate life's most important financial decisions, and providing the confidence they need to pursue their long-term goals.

Our Ensemble Practice Model allows advisors to collaborate with Wealth Planning, Portfolio Management, Client Services, and Operations to deliver truly comprehensive advice. Rather than working independently, you'll be supported by a team of specialists who share a commitment to exceptional client outcomes.

We invest in our people through mentorship, structured advisor development, continuing education, and clearly defined career paths. Whether your goal is to deepen your advisory expertise, lead more client relationships, mentor future advisors, or ultimately become a Lead Advisor, leader, or Partner, you'll have the coaching, resources, and opportunities to continue growing throughout your career.

If you're looking for a firm where collaboration is valued, relationships come first, and your professional growth is intentionally supported, we'd love to meet you.