Associate Financial Advisor

About Strategic People Advisors Strategic People Advisors ( is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team. Position Overview This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner. Key Responsibilities 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. Requirements 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. Compensation & Professional Development Competitiveincome/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. For more information about our candidate process, visit us at #J-18808-Ljbffr