Associate Financial Advisor

• Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
• Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
• Manage existing client relationships, addressing daily operational inquiries with high professional standards.
• Collaborate with the team on local business development, group workshops, and educational marketing events.

• FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
• Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
• 1–3 years of experience in banking, insurance, or consultative client-facing sales.
• High coachability, strong active-listening skills, and a collaborative mindset.

• Competitive income/ plus performance-based bonuses and joint-work splits.
• Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
• $50,000.00 - $100,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

"This position operates on a professional hybrid schedule once initial training and licensing are completed."