We would love to speak with people who are qualified to work on our team as an Associate Financial Advisor. You may be working toward your CFP® designation, have a few years of financial planning experience under your belt, or are in a similar industry and looking for a change. This role requires that you are licensed, taking on a service role to support the needs of our clients, while giving you autonomy to build your very own client base.
You’re currently a financial advisor. You may be working for a large firm seeking the options on the independent channel. You may already be on your own seeking a team environment and support structure while maintaining independence. Check out our list of 10 things we find advisors want where we can help you.
As we continue to grow our advisory team and clients, we are always seeking out amazing people to help support our service team. These are fun, energetic, client-centric folks eager to provide a helping hand with a can-do attitude. Interested, or know a smiling face who would be the perfect fit to join us? Drop us a note with your cover letter, resume, and LinkedIn profile!