Financial Planner, Associate Advisor - Clear Growth

Job Description

Job Description

Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams

I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly.

The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers.

Why This Opportunity Stands Out

• Direct partnership with highly experienced advisors and leadership
• Opportunity to inherit and transition client relationships from a retiring advisor
• Clear path toward greater client ownership and revenue participation
• Comprehensive planning approach that extends beyond investments
• Collaborative, team-oriented culture with a strong "people-first" philosophy
• Significant opportunities for professional growth and advancement
• Access to sophisticated planning resources and internal specialists
• Stable platform with continued organic and acquisition-driven growth

As a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.

• 7+ years of experience in wealth management, financial planning, or private client advisory services
• Bachelor's degree or equivalent professional experience
• CFP® designation strongly preferred; Series 65 or equivalent licensing required
• Experience utilizing financial planning software such as eMoney, MoneyGuidePro, NaviPlan, or similar platforms
• Strong understanding of comprehensive wealth planning concepts
• Working knowledge across multiple planning disciplines, including investments, tax planning, estate planning, insurance, retirement planning, executive compensation, and cash flow management
• Experience using CRM platforms such as Salesforce
• Excellent communication, presentation, and interpersonal skills
• Strong organizational skills and ability to manage multiple client priorities

This role offers a rare opportunity to step into an established advisory practice, deepen your planning expertise, and gradually assume greater ownership of client relationships. For professionals seeking a pathway toward becoming a Lead Advisor, Partner, or Practice Leader, this position provides the mentorship, resources, and growth platform necessary to accelerate that journey.