Associate Financial Advisor

Job Description

Our client, Triangle Financial, is hiring an Associate Financial Advisor.

\n

\n

The Associate Advisor is a proactive, solutions-oriented professional who thrives in a fast-paced, collaborative environment. As a servant leader, you are committed to empowering clients to achieve their life goals and passions through financial planning. You understand that success in this role is driven by precision and initiative, balancing the details with big-picture thinking.

\n

You excel at active listening, clear documentation, and decisive communication, ensuring effective execution of financial plans, investment management, and divorce financial analysis. Your ability to anticipate challenges, take ownership, and drive results makes you a trusted partner to clients and colleagues.

\n

\n

As an integral part of the financial planning team, you embrace a growth mindset. You seek opportunities to refine your expertise while actively contributing to the team’s success. You are energized by the impact you make, whether by delivering financial strategies that change lives or by mentoring and collaborating with team members.

\n

\n

Your approach to work is defined by:

\n

\n
• A strong sense of accountability—you take initiative and deliver results.
\n
• Confidence in decision-making while knowing when to seek input.
\n
• A client-centric mindset that fosters trust and long-term relationships.
\n
• A drive for continuous improvement, both professionally and personally.
\n
• A champion of inclusivity, recognizing the power of diverse perspectives.
\n

\n

\n

Your team will appreciate your ability to lead with strategy and heart. At the same time, your clients will be drawn to your professionalism, energy, and ability to guide them through complex financial decisions with clarity and confidence.

\n

\n

Essential Duties and Responsibilities:

\n

\n
• Act as the guardian of all client personal & financial data, ensuring that the CRM and financial management systems are timely, up-to-date and accurate, so that we can provide impeccable customer service to our clients.
\n
• Gather information, prepare, and draft financial planning documents under the supervision of the lead and senior advisors, including producing income studies, scenarios, research for cost basis, investment options, analysis support and financial plans.
\n
• Leads meeting preparations, documentation, and follow-up items for a majority of our client meetings. This includes collaborating, creating presentations and aiding the lead and senior advisors with pre-and post-client meetings communicatin, documentation, and team facilitation.
\n
• Act as the gatekeeper for the client plan implementation process by reviewing paperwork for accuracy and ensuring timely completion of implementation items including client actions, deliverables and execution of all paperwork.
\n
• Support lead and senior advisors in divorce financial analysis services to through research, analyzing the situations, creating retirement projections, income analysis and recommending solutions.
\n
• Performing day-to-day client servicing and help maintain client relationships.
\n
• Work with senior and lead advisors to develop and implement investment management strategies to grow and preserve client assets based on individual client risk tolerance and goals.
\n
• Strong interest in continuous learning and growth in the financial services industry.
\n

\n

\n

Education and/or Work Experience Requirements:

\n

\n
• Bachelor’s Degree
\n
• Licenses – Security Industry Essentials (SIE) Exam, Series 66, Life and Health (or ability to complete certifications within first 180 days of employment)
\n
• Proficiency with MSOffice and the ability to learn and become proficient with industry software
\n
• Customer service experience handling client questions, inquiries and resolving problems.
\n
• Good time management, organization, interpersonal and communication skills.
\n
• Thrive in a collaborative team environment.
\n
• Able to adjust, improve and adopt new technologies, strategies, or processes.
\n

\n

Key Performance Indicators (KPIs):

\n

\n
• Billable divorce financial analysis hours (500 Billable Hours/Year; 10 Billable Hours/Week)
\n
• Training & Certification Competency and Completion (As set by training schedule)
\n
• Client Satisfaction
\n

\n

\n

Benefits:

\n

\n
• 401(k) matching
\n
• Dental insurance
\n
• Health insurance
\n
• Life insurance
\n
• Paid time off
\n
• Parental leave
\n
• Professional development assistance
\n
• Retirement plan
\n
• Vision insurance
\n

\n

Education:

\n

\n
• Bachelor’s (Preferred)
\n

\n