Financial Planner, Associate Advisor - Clear Growth

DescriptionApply here and message me on LinkedIn for immediate consideration - Jeffrey AbramsI am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers.Why This Opportunity Stands OutDirect partnership with highly experienced advisors and leadershipOpportunity to inherit and transition client relationships from a retiring advisorClear path toward greater client ownership and revenue participationComprehensive planning approach that extends beyond investmentsCollaborative, team-oriented culture with a strong "people-first" philosophySignificant opportunities for professional growth and advancementAccess to sophisticated planning resources and internal specialistsStable platform with continued organic and acquisition-driven growthAs a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.Requirements7+ years of experience in wealth management, financial planning, or private client advisory servicesBachelor's degree or equivalent professional experienceCFP designation strongly preferred; Series 65 or equivalent licensing requiredExperience utilizing financial planning software such as eMoney, MoneyGuidePro, NaviPlan, or similar platformsStrong understanding of comprehensive wealth planning conceptsWorking knowledge across multiple planning disciplines, including investments, tax planning, estate planning, insurance, retirement planning, executive compensation, and cash flow managementExperience using CRM platforms such as SalesforceExcellent communication, presentation, and interpersonal skillsStrong organizational skills and ability to manage multiple client prioritiesThis role offers a rare opportunity to step into an established advisory practice, deepen your planning expertise, and gradually assume greater ownership of client relationships. For professionals seeking a pathway toward becoming a Lead Advisor, Partner, or Practice Leader, this position provides the mentorship, resources, and growth platform necessary to accelerate that journey.Job typePerm