Associate Wealth Advisor

Job Description

Job Description

Build Your Career as a Wealth Advisor

The wealth management industry is full of training programs that promise to develop great advisors.

Most don’t.

Many firms focus almost entirely on prospecting and asset gathering while providing little guidance on how to actually deliver meaningful financial advice.

At Kinetic Wealth, we believe the foundation of a successful advisory career is mastery of financial planning and client relationships.

Our firm was built around the idea that wealth management should go far beyond portfolio construction. We help clients make coordinated decisions across investments, taxes, retirement planning, risk management, and estate planning.

As an independent Registered Investment Advisor, we are able to provide objective advice and build long-term relationships with the families we serve.

The Opportunity:

We are looking for a motivated professional who wants to build a long-term career as a wealth advisor.

This role provides the opportunity to work directly alongside experienced advisors and gain hands-on experience in every aspect of the profession, including:

• Financial planning.
• Investment strategy.
• Client relationship management.
• Business development.

You will receive mentorship and coaching while developing the technical knowledge and interpersonal skills required to become a trusted advisor.

Over time, the goal is for this role to evolve into a lead advisory position within the firm.

What You Will Learn:

The path to becoming a great advisor requires mastery of many disciplines.

At Kinetic Wealth you will gain experience in:

• Financial planning strategy.
• Tax planning concepts.
• Retirement plan design.
• Portfolio construction.
• Insurance and risk management.
• Client psychology and communication.
• Business development and relationship building.

This role is ideal for someone who is intellectually curious, competitive, and motivated to grow professionally.

Responsibilities:

• Assist advisors in preparing financial plans and client recommendations.
• Participate in client meetings and follow-up implementation.
• Research planning strategies and investment solutions.
• Support portfolio analysis and reporting.
• Contribute to business development and prospecting efforts.
• Deliver exceptional client service and relationship support.

Qualifications:

• 3+ years experience in financial services or wealth management.
• Bachelor’s degree in Finance, Economics, or related field.
• Securities licensing preferred (Series 6/7, 65, or SIE).
• Strong interest in financial planning and investment strategy.
• Excellent interpersonal and communication skills.
• High attention to detail and strong analytical ability.
• CFP® designation or pursuit preferred.

Why Kinetic Wealth:

• Direct mentorship from experienced advisors.
• Exposure to sophisticated financial planning strategies.
• Opportunity to grow into a lead advisory role.
• Collaborative boutique firm environment.
• Participation in a rapidly growing firm.

Compensation:

Competitive salary plus performance-based bonus.