Top 11872 *financial Advisor Associate Jobs

Financial Advisor - Associate
Old Forge Wealth Management —Warwick, RI
- $50,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Retirement plan
Quick Apply
Financial Advisor - Associate
Top Rank Advisors, LLC —Raleigh, NC
- $50,000 - $60,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Health insurance
- Paid time off
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Financial Advisor - Associate
O'Neill Asset Management LLC / Mark McNamee CPA Inc. —South Bend, IN
- From $60,000 a year
- Full-time
- Background check
- Word processing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
AMP Financial Advisor Trainee - Vienna, VA
Raymond James Financial, Inc. —Vienna, VA
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
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Associate Wealth Advisor
EARNED —Remote
- $80,000 - $100,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Campbell, CA
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
Associate Financial Advisor
SNFOut —West Palm Beach, FL
- $150,000 - $200,000 a year
- Full-time
- CPA
- Mid-level
- Office
Quick Apply
9d
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
8d
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
8d
Associate Financial Advisor
Clarendon Capital Management LLC —Chicago, IL
- Mid-level
- Bachelor's degree
- Accounting
Quick Apply
Associate Analyst - Technology
T. Rowe Price —Baltimore, MD
- $110,000 - $140,000 a year
- Full-time
- Hybrid work
- Writing skills
- Office
- Bachelor's degree
- Paid time off
- Adoption assistance
Associate Wealth Advisor
Focus Financial Partners —Hingham, MA
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Work from home
Associate Financial Advisor
Northern Trust Corp. —Los Angeles, CA
- $85,330 - $145,130 a year
- Full-time
- 5 years
- Travel
- Senior level
- Health insurance
- Dental insurance
Associate
AllianceBernstein —New York, NY
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
11d
Associate, Client Advisor
Focus Financial Partners —West Palm Beach, FL
- $60,000 - $75,000 a year
- Microsoft Excel
- Office
- Finance
- Health insurance
- Dental insurance
Associate Financial Planner
Edelman Financial Engines, LLC —Remote
- Remote
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Private Wealth Associate
AllianceBernstein —Washington, DC
- $76,000 - $82,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
Associate Wealth Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Microsoft Outlook
- CPA
- Research
- Health insurance
- Dental insurance
Associate - Valuations
Berkeley Research Group, LLC —Boston, MA
- Full-time
- Writing skills
- Research
- Mid-level
- On-the-job training

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Financial Advisor - Associate

Old Forge Wealth Management
Warwick, RI

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Job Details

Full-time
$50,000 - $120,000 a year

Benefits

Health insurance
Retirement plan

Qualifications

Teamwork
CFP
Business development experience
Creativity
Series 65

Full Job Description

About Us

Old Forge Wealth Management is an independent RIA based in Rhode Island, managing approximately $105 million in assets. We provide comprehensive financial planning and investment management to high-net-worth individuals and families in a collaborative, fiduciary-driven environment.

Position Overview

We are seeking a Financial Advisor who is looking to grow within a client-focused, team-oriented RIA environment. This role is ideal for an advisor who is confident working with clients, understands how to deliver comprehensive financial planning, and is ready to take the next step in their career within a firm that provides infrastructure, support, and long-term growth opportunities.

The ideal candidate may already be working with clients or managing relationships and is looking for a firm to partner with long-term. This could include an advisor with an existing book of business seeking a more robust platform, or a motivated advisor who has developed strong technical and client-facing skills and is ready to operate with greater autonomy and responsibility.

This is a client-facing role with a clear path toward becoming a Lead Advisor, including increasing responsibility for client relationships, planning strategy, and business development.

Key Responsibilities

· Support lead advisor in managing client relationships, including presenting financial plans, participating in meetings, and reviewing planning strategies with clients

· Develop and maintain financial plans, identify planning opportunities, and follow through on implementation

· Conduct quarterly client reviews and ongoing client service

· Execute trading and support portfolio implementation as needed

· Collaborate with internal team members; strong alignment with team-based decision-making is critical

· Maintain accurate and thorough documentation of all client interactions, recommendations, and paperwork within CRM and required systems

· Contribute to business growth through client retention, identifying opportunities within existing relationships, and supporting new client development

Qualifications

· Series 65 (or on track)

· CFP® designation preferred (or on track)

· Experience working with client relationships and participating in meetings

· Demonstrated ability to manage or contribute to client relationships with increasing independence

· Strong understanding of financial planning concepts (retirement, investments, insurance)

· Experience with financial planning and investment software (e.g., MoneyGuidePro, Schwab, Black Diamond)

· Strong communication, organizational, and interpersonal skills

· Team-oriented mindset with the ability to work independently, take initiative, and manage client responsibilities with minimal supervision

Preferred Attributes

· Demonstrated ability to build and maintain client relationships

· Existing client relationships or a portable book of business is a plus, but not required

· Entrepreneurial mindset with an interest in growing within a firm and contributing to long-term business development

· Desire to be part of a firm structure while maintaining a high level of ownership over client outcomes and relationships

Compensation & Benefits

Note: We welcome conversations with advisors who have experience developing client relationships and are looking to grow within a firm environment. The approach to integrating and supporting those relationships, along with compensation and long-term incentives, will be discussed and structured in alignment with the firm’s client service model.

· Base salary: TBD

· Bonus based on performance and firm contribution

· Health benefits and retirement plan

· Eligibility for equity participation after 5 years of tenure, based on performance and long-term contribution

Why Join Us

· Clear path to becoming a Lead Advisor within a growing firm

· Opportunity to build deep, long-term relationships with high-net-worth clients

· Collaborative, team-based environment with direct access to firm leadership

· Platform designed to support advisors who want to grow their practice without building a firm from scratch

· Opportunity for advisors with an existing client base to integrate into a firm with established infrastructure, compliance, and operational support

· Ability to meaningfully impact client outcomes and the future of the firm

· Long-term career growth, including potential equity participation

Career Path

This role is designed to develop into a Lead Advisor position over time. The individual will begin by supporting existing client relationships and participating in planning and client meetings, with a clear path to taking on increasing responsibility for client relationships. As the individual demonstrates growth, consistency, and the ability to effectively manage client needs, they will have the opportunity to transition into a lead advisor role, managing client relationships, leading planning strategy, and contributing to the continued growth and development of the firm.

Important Notes

All client relationships are managed at the firm level. This role operates within a fiduciary framework, and all recommendations must align with clients’ best interests and comprehensive financial planning.

Pay: $50,000.00 - $120,000.00 per year

License/Certification:

Series 65 or Series 7 & Series 66 (Preferred)

Work Location: In person

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