The Associate Advisor will work closely with a Senior Advisor to support client relationships, financial planning, investment management, and the overall delivery of an exceptional client experience. Candidates should have 3+ years of wealth management or financial planning experience, hold a Series 66 or CFP®, and have a genuine desire to develop alongside and ultimately partner with a Senior Advisor. Strong client service, communication, organization, and collaboration skills are essential.
3+ years of experience in wealth management, financial planning, financial services, or a related advisory environment.
Series 66 or CFP® certification required.
Strong desire to partner closely with a Senior Advisor and grow into a long-term advisory role within the practice.
Proven ability to provide exceptional client support, serving as a trusted resource for clients and helping deliver a seamless, high-touch experience.
Experience supporting financial planning, investment management, client meetings, account reviews, and ongoing relationship management.
Strong understanding of wealth management and financial planning concepts, with the ability to communicate effectively with high-net-worth clients.
Highly collaborative, coachable, and relationship-oriented, with a genuine desire to learn from and support a Senior Advisor.
Excellent communication, organization, attention to detail, and follow-through.
Ability to work proactively and take ownership of client needs while knowing when to escalate complex matters to the Senior Advisor.
Comfortable working in a team-oriented, boutique wealth management environment focused on long-term client relationships.
Opportunity to develop alongside an experienced Senior Advisor, with a clear path toward increased responsibility and advisor partnership.
To apply, send your resume to, china@keyconsultingaz.com or emma@keyconsultingaz.com