Are you ready to pivot into a career where your drive, curiosity, and relationship-building skills can lead to real impact? Our client is searching for a motivated professional to join their financial advisory team in a role designed for long-term growth. Whether you’re building on early financial experience or seeking a career change into a more meaningful industry, this opportunity offers a clear path forward within a supportive, people-first environment.
Benefits & Extras:
* Structured, in-office role with a strong mentorship culture
* Clear career path toward client advising or technical planning support
* Work-life balance with rare travel and a predictable schedule
* Team-based firm culture that values collaboration over competition
* Opportunity to help real families make life-changing financial decisions
Compensation: $50,000–$60,000 base salary and Up to $80,000 for more seasoned professionals
What You’ll Be Doing:
* Assist senior advisors with client-focused planning and meeting preparation
* Help manage day-to-day communication with clients and ensure timely follow-up
* Conduct research and analysis to support financial recommendations
* Join client meetings and gradually take on more responsibility
* Learn financial tools and processes to grow into an advisory or technical role
* Collaborate closely with internal teams to deliver exceptional service
* Maintain accurate records and help drive planning implementation
What You’ll Need to Be Considered:
* A professional background that shows strong communication and client interaction skills
* Evidence of drive, reliability, and long-term commitment to growth
* Interest in personal finance, investment strategy, or wealth management
* Ability to take initiative, absorb new technical information, and work independently
Apply Now!
INDCSV
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