Associate Financial Advisor

The ideal candidate will look to make a meaningful difference in people’s lives through client service and financial planning. A small established multiple award-winning, fiduciary financial planning and investment management firm serves a fast-growing client base with a high-touch, relationship-first approach built around trust, education and genuine care. The firm culture is built on collaboration, mentorship and continuous learning. If you are ready to serve existing clients, with no pressure to prospect, this is an opportunity to build a meaningful career in a supportive environment with a path toward growth. Responsibilities Manage and deepen relationships within an existing book, including running client review meetings. Take the lead on firm acquired, new client relationships as they move through the client onboarding process. Build financial plans, prepare meeting materials and ensure smooth follow-up. Respond to client questions and requests in a friendly, timely and professional manner. Assist business owners and their employees understand their retirement benefits. Support implementation of Business Transition & Exit Planning System tools. Participate in client appreciation events throughout the year. Work with team to achieve firm's goals. Requirements Active Series 65 or willing to obtain Bachelor's degree required CFP designation or willingness to pursue 2+ years of experience in wealth management, financial advising or planning Strong communication skills, attention to detail and comfortable in client presentations, review meetings and investment discussions. Strong computer skills, comfortable with technology and open to learning new tools. Benefits & Compensation 401k with employer match Benefits package to include health, vision and life insurance #J-18808-Ljbffr Muriel Consulting