Associate Financial Advisor

About the role

Right Executive Search, LLC is recruiting for an established and growing wealth management practice. The Associate Financial Advisor will service and grow existing clients while working closely with the firm's senior advisor. This role is part of the firm's multi-year succession plan for an advisor who is retiring. It is relationship-driven, not a traditional cold-calling or high-pressure sales role, and focuses on growing the business organically through existing channels and servicing current clients.

Responsibilities

• Develop and maintain strong relationships with existing clients.
• Provide financial planning and investment guidance based on individual client goals and needs.
• Conduct client meetings, identify financial planning and investment needs, and provide guidance on retirement, investment strategies, and broader wealth management solutions.
• Develop new and existing relationships through the firm's established channels.
• Support the continued growth of the practice while gradually assuming greater responsibility for client relationships.
• Partner with the lead advisor to collaborate on strategy and best practices.

Requirements

• Prior relevant experience in wealth management, financial planning, investment advisory, or a related financial services environment; varying levels of experience are considered where drive and professionalism are evident.
• Series 7 preferred.
• Series 65 or Series 66 a plus.
• CFP preferred but not required; support toward obtaining the designation is available.
• Strong client relationship management and communication skills.

Key facts

• Part of a multi-year succession plan for an advisor who is retiring.
• Salary: $70,000 to $80,000 base DOE, plus incentive-based compensation.
• Series 7 preferred; Series 65 or Series 66 a plus.
• CFP preferred but not required; support toward obtaining the designation is available.