The Associate Advisor will support the Senior Advisors in delivering comprehensive financial planning, investment management, and high-touch client service while developing toward a long-term advisory career. Candidates must hold a Series 7 and Series 65 or 66 and have a strong desire to obtain their CFP® certification. Experience with eMoney is preferred, while familiarity with Pershing and National Financial Services (NFS) is a plus.
This opportunity provides significant growth potential into a Sr. Advisor along with amazing benefits and bonus opportunities.
3-5 years of experience in wealth management, financial planning, or a related financial services environment.
Series 7 and Series 65 or 66 required.
Strong desire to pursue and obtain the CFP® certification and continue developing as a financial advisor.
Experience supporting financial planning, investment management, client meetings, portfolio reviews, and ongoing client relationships.
eMoney experience preferred, with familiarity using financial planning technology and client-facing planning tools.
Experience with Pershing and National Financial Services (NFS) is a plus.
Strong ability to provide exceptional client support and contribute to a high-touch, relationship-driven client experience.
Highly collaborative, coachable, and proactive, with a desire to learn and take on increasing responsibility within the advisory team.
Excellent communication, organization, analytical, and follow-through skills.
Ability to work closely with Senior Advisors and other team members to prepare for client meetings, execute recommendations, and deliver comprehensive financial planning support.
Strong interest in building a long-term career in wealth management and financial advising.
To apply, send your resume to, china@keyconsultingaz.com or emma@keyconsultingaz.com