Associate Financial Advisor

Job Summary

To support a growing financial advisory practice, the full-time Associate Financial Advisor will manage financial planning, tax preparation, and investment operations while cultivating strong client relationships in a permanently remote setting.

Key responsibilities:

• Provide financial planning and advanced planning support using NaviPlan
• Assist with tax planning and preparation while ensuring compliance with regulatory requirements
• Support investment operations and brokerage activities, maintaining strong client relationships

Required qualifications:

• 3 years of experience in financial planning, wealth management, tax preparation, estate planning, or brokerage operations
• Proficiency with financial planning software
• Independently motivated with a strong work ethic and excellent communication skills
• Ability to identify and meet client needs effectively
• Experience working from home while maintaining a professional environment