Investment Advisory Associate

Our client, a boutique, client-focused wealth management firm is seeking an Investment Advisory Associate to join their growing team. This is a unique opportunity to work directly with a senior advisor and develop into an Investment Advisor Representative (IAR) over time. This role offers a strong mix of financial planning, client interaction, and portfolio support within a collaborative, high-touch environment. What You’ll Do Support financial planning and retirement strategies Assist with portfolio analysis and reporting Participate in client meetings and relationship management Conduct investment research and support planning recommendations What We’re Looking For 3–5+ years in financial services Experience in financial planning, wealth management, or client service Bachelor’s degree (finance, accounting, or related) Strong communication skills and interest in client-facing work Licensing (Series 7/65/63) or willingness to obtain Why Join Clear path to Investment Advisor Representative Direct mentorship from senior advisor Strong client exposure and long-term growth Collaborative, boutique firm environment Compensation & Benefits $60K–$75K base + variable compensation Health, dental, and vision insurance Career growth and advancement opportunities Hands‑on mentorship and development support Flexible, small‑team environment Interested or know someone who might be a fit? Feel free to reach out or apply directly. JOB ID : 173996#post James Barrineau #J-18808-Ljbffr Nbutexas