Associate Wealth Advisor

Anisa Henry is partnered with a wealth management firm is seeking an Associate Wealth Advisor to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients. The Associate Wealth Advisor will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time.This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential.Ideal Qualifications2-5+ years of wealth management or financial planning experienceSeries 65, CFP, CFA, CPA, or similar professional designation preferredStrong communication and relationship management skillsClient-focused approach to financial planning and adviceCollaborative mindset with a desire to learn and growKey ResponsibilitiesSupport advisors in delivering financial planning and investment guidanceAssist with financial plan preparation, analysis, and ongoing client serviceParticipate in client meetings and help build long-term client relationshipsCollaborate with team members to provide a high-quality client experienceDevelop the knowledge and skills necessary to assume greater client-facing responsibilities over timePlease apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.