Associate Financial Advisor

Company Description Pinzker & Associates, LLC is a full-service wealth management firm that helps clients align their capital with their long-term goals and values. Founded in 2017, the firm focuses on a rules-based, disciplined approach to portfolio, syndicate account, and insurance management. By emphasizing fiduciary responsibility and structured decision-making, Pinzker & Associates seeks to reduce emotional bias and support more consistent investment outcomes. The firm is committed to maximizing returns while promoting long-term financial comfort and security for its clients. Role Description The Associate Financial Advisor is a full-time, on-site role based in Charlotte, NC. I am looking for a new, hungry FA to work provided leads and develop his or her own. This position supports senior advisors in delivering comprehensive financial planning and investment guidance, including client onboarding, data gathering, and preparation of financial analyses and reports. The Associate Financial Advisor will collaborate with team members to implement recommendations, monitor client accounts, ensure accurate documentation, and maintain compliance with firm policies and regulatory requirements. The role also involves ongoing learning about financial markets, products, and planning strategies to enhance client service and professional growth. Qualifications Candidates should possess strong skills in Financial Planning and Retirement Planning. Candidates should possess solid knowledge of Finance and Investments. Candidates should possess experience in Financial Advisory and client relationship management. Relevant bachelor’s degree in finance, economics, business, or a related field; progress toward CFP®, CFA®, or similar designation is a plus. Excellent analytical, quantitative, and problem-solving abilities, with strong attention to detail. Clear, professional written and verbal communication skills and ability to explain complex concepts in accessible terms. High ethical standards, fiduciary mindset, and commitment to regulatory compliance. Proficiency with financial planning software, portfolio management tools, and Microsoft Office; CRM experience is beneficial.