Associate Financial Advisor (In-Office)
Entry-Level to Mid-Level | Financial Services
We are seeking a detail-oriented and client-focused Associate Financial Advisor to support a growing financial planning practice. This role is ideal for someone who enjoys working directly with clients, managing data, and helping deliver a high-quality client experience.
Key Responsibilities
- Provide daily administrative and operational support to the financial advisor
- Communicate with clients to schedule meetings, follow-ups, and gather information
- Maintain accurate client records, case files, and financial data
- Prepare meeting materials, proposals, and account summaries
- Assist with onboarding new clients and processing service requests
- Coordinate client events, seminars, and marketing initiatives
- Serve as a liaison between clients, the advisor, and home office teams
- Support insurance and investment-related service activities (non-registered)
Qualifications
- Bachelor’s degree required
- Strong communication and interpersonal skills
- Highly organized with strong attention to detail
- Ability to manage multiple priorities in a fast-paced office environment
- Proficiency with Microsoft Office and data entry systems
- Prior experience in financial services, insurance, or client service preferred
- Willingness to obtain Life & Health insurance license within 6 months
Work Environment
- In-office role
- Collaborative, team-oriented setting with growth opportunities
What We’re Looking For
- Client-first mindset with strong relationship-building skills
- Proactive, dependable, and detail-driven
- Interest in developing a long-term career in financial services
Job Type: Part-time
Pay: From $20.00 per hour
Education:
Work Location: In person
