Associate Advisor

Annapolis, Maryland
$50K-$60K all in + benefits
Jan 06, 2021
Feb 05, 2021
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification

Have a passion for providing great client service? Looking for a challenging, fast-paced environment? Local and independent financial planning firm is growing and needs to hire to keep up with the consistent lead stream. We are seeking an Associate Advisor to support our Lead Advisor and our client base. Our firm leads with financial planning and walk all of our clients through the full planning process. We have put in considerable thought and work to build an efficient practice based on workflows and the ability to scale. Our hope is that this will enable someone to easily join our firm and find success!

Main responsibilities will include preparing for client reviews and drafting financial plans, as well as participating in client meetings and answering client inquiries. Proficiency with eMoney is a must. Redtail CRM experience is helpful. In this position, business development is not necessary or expected. The CERTIFIED FINANCIAL PLANNER™ designation is helpful but not required for hire. However, we would encourage and support this person to obtain their CFP.

We are a boutique firm and you will be pushed every day to be your best, to grow, to do more, to be more. We will provide the training and resources if you will provide the effort, grit, and determination. This is not a firm where you can rest on your laurels. There is always another challenge to be met. If you are the person that can rise to the occasion, this will be a clear career path that could include future partnership.


· Series 65 license highly preferred

· eMoney proficiency

· 1+ years of experience in a client-facing capacity

· Completion of a fingerprinted background check


· Company-paid long-term disability insurance

· 401(k) with match

· Group life, vision and dental insurance

· Flexible schedule

· Company-paid training and conference attendance