Associate Financial Advisor

Associate Financial Advisor Finance Jobs

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Today

Associate Financial Advisor

Edward Jones Almont, CO

Almont, CO

Today

Full time Marketing Advisor Associate Financial Advisor

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Job Description

Edward Jones is seeking an Associate Financial Advisor in Almont, CO to work onsite and help deliver tailored financial strategies for clients. In this role, you will collaborate closely with financial advisors and client support teammates, combining relationship building with planning and portfolio support to advance client outcomes.

What you’ll do

Build and deepen client relationships by supporting discovery conversations, collecting key financial information, and helping move personalized financial plans forward based on client goals and priorities
Support comprehensive financial planning through analysis and scenario modeling, helping align investments to client goals, major life events, and long-term priorities
Contribute to portfolio strategy and implementation by researching performance, allocation, and costs, preparing proposals, and supporting investment adjustments in line with suitability and firm guidance
Partner with the financial advisor and practice team to provide ongoing planning support, including monitoring progress, preparing reviews, and adjusting strategies as client needs change
Help drive client and practice growth through outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience

What you bring

A bachelor’s degree (or equivalent professional experience), or background in financial services, sales, or another area that demonstrates relationship-building and results
Demonstrated experience in sales, business development, client relationship management, or a position requiring strong interpersonal communication skills
Self-motivation and a strong drive to achieve goals, with accountability in a performance-oriented environment
Clear, confident communication skills, including the ability to simplify complex concepts and guide meaningful client conversations
Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire, with licensing fully sponsored and supported by Edward Jones
Comfort learning and applying financial planning software and digital engagement tools

Tools you may use

MoneyGuide
Salesforce

Benefits

Culture of continuous improvement and professional development
Medical and prescription drug coverage
Dental and vision coverage
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life and basic AD&D coverage provided at no cost to associates
401k retirement plan
Tax-advantaged accounts: health savings account and flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time and personal days
Paid day for volunteerism
Associates may be eligible for bonuses and profit sharing
Employee Assistance Program

What could set you apart

Partial securities licensing (such as the SIE exam)
3–5 years of experience in financial services, investment advisory, or wealth management
CFP® (Certified Financial Planner) designation or active progress toward it
Familiarity with financial planning tools such as MoneyGuide or Salesforce

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1mo ago

Associate Financial Advisor

Dew Wealth Management Scottsdale, AZ 🇺🇸 Remote

Scottsdale, AZ

1mo ago Closed

$65k - $80k/yr Full time Advisor Advisor Development Associate Financial Advisor

This position is no longer accepting applications (closed Aug 29, 2026).

Job Description

Remote Associate Financial Advisor role at Dew Wealth Management supporting Fractional Family Office services for entrepreneur clients, featuring rigorous training and a clear path to six figures plus ownership.

Responsibilities

Collaborate with an Advisor, Lead Advisor, and Senior Advisor to oversee Fractional Family Office services for clients who expect excellence.
Participate in structured training and ongoing support designed to build credibility through thoughtful analysis, confident delivery, and candid client guidance.
Navigate complex family wealth dynamics, coordinate with attorneys, CPAs, and business managers, and balance competing priorities across personal wealth and active businesses.
Delve into advanced planning topics including irrevocable trust structures, QSBS elections, entity optimization, and wealth transfer techniques.
Develop technical proficiency to cite IRC provisions in client meetings and explain GRATs to attorneys and CPAs.
This role does not involve cold outreach or chasing assets under management.
Fully remote position with no business development responsibilities.

Requirements

Bachelor's degree in finance, economics, accounting, or a related field.
1-2 years of financial services experience, ideally in advisory or client-facing roles.
Current enrollment in or completion of the CFP professional program is preferred.
Residence in the continental United States, excluding California.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance
Fully subsidized healthcare
Employee Stock Ownership Plan

What we're really looking for

Gravitas – you command respect in virtual rooms with entrepreneurs, seasoned attorneys, and CPAs, and communicate with clarity and confidence as a peer.
Intellectual Firepower – genuine curiosity, strong problem solving, quick synthesis, smart questioning, and pattern recognition.
Grit – proactively tackles hard tasks, delivers solutions, handles feedback constructively, and improves continuously.
Entrepreneurial Spirit – admiration for entrepreneurs and a drive to contribute to their success.
Extreme Ownership – you follow through on commitments and own problems to completion, even when challenging.
Technical Nerd – enthusiasm for the Internal Revenue Code, developing deep expertise in irrevocable trusts, advanced entity planning, QSBS strategies, and wealth transfer; understands mechanics and tax implications when attorneys reference IRC sections or GRATs.
Desire to Be Great – committed to mastery, accepts coaching, and pushes beyond comfort zones.

This opportunity is for you if

You want to be tested by sophisticated clients who push you to improve daily
You believe doing difficult work well is more satisfying than easy work done perfectly
You’re eager to learn from an elite team that genuinely invests in your development
You’re energized by entrepreneurs and their drive
You want to play a key role in a fast-growing firm redefining wealth management
You value transparent, comprehensive planning with fixed monthly fees for real value
You aim to deliver exceptional results rather than chase your own book
You have the maturity and presence to work with highly successful clients at all career stages
You enjoy nerding out on tax code, trust law, and advanced planning strategies

This opportunity is not for you if

You prefer highly structured work with predictable workflows
You want to source clients and build your own book
You desire spending significant time researching markets and adjusting allocations (investment management is under 10% of this role)
A large portion of compensation would be based on sales commissions
You struggle with follow-through, project management, or acting without explicit instruction
You are uncomfortable receiving direct feedback or being challenged by clients and colleagues
You prefer transactional work over deep, complex planning relationships
You find technical tax and estate planning topics boring or overly complex

Working within a distributed workforce

This is a fully remote role with potential in-person meetings about four times per year at our Scottsdale, AZ headquarters to align on quarterly objectives.
Outside of those meetings, day-to-day work is conducted via a cloud-based technology stack.
We are currently hiring applicants in the continental United States, excluding California, to maintain collaboration across four time zones.

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1mo ago

Associate Financial Advisor

Thrivent Seattle, WA

Seattle, WA

1mo ago Closed

$100k - $140k/yr Full time Advisor Associate Financial Advisor Client Relations

This position is no longer accepting applications (closed Aug 20, 2026).

Job Description

Thrivent, operating through its Afton Union Financial Group in Seattle, is seeking an Associate Financial Advisor for a full-time hybrid role. The position supports a Lead Advisor with investment planning, insurance solutions, and ongoing relationship management for members, with an annual salary in the range of USD 100,000 to 140,000. This role anchors client interactions from a Seattle base, blending in-office collaboration with remote work as needed.

Responsibilities

Manage confidential member and client communications, delivering clear verbal and written responses to sustain high satisfaction.
Present or co-present product-focused seminars and workshops as required.
Develop fund selection criteria and monitor performance against indexes, notably for WRAP accounts.
Contribute to practice-level business planning when needed.
Advise current and prospective members on suitable financial products and investment advisory services.
Open and process product applications.
Conduct in-depth research to support appropriate securities recommendations and investment guidance, including due diligence.
Receive and enter securities trade orders from clients, including unsolicited orders.
Explain and interpret insurance coverage, analyze exposures, and provide recommendations.
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts.
Assist financial representatives with meeting preparation and follow-up for member/customer engagements.
Collaborate with financial representatives to assist clients with product changes.
Engage in and drive marketing efforts such as direct-mail campaigns, fraternal activities, seminars, and meetings.
Additional responsibilities may be assigned in line with licensure and business needs.

Requirements

Securities licenses: Series 7 and 66 or Series 7, 63 and 65, and resident state Life, Health and Annuities registration are required.
CFP designation is preferred but not required.
Proficiency with Money Guide Pro, Wealthscape, Morningstar, and Salesforce is highly desired.
3 to 5 years of experience in Financial Services as a licensed advisor.
Ability to multitask and maintain high-quality work amid frequent interruptions.
Commitment to maintaining the confidentiality of sensitive information.
Basic understanding of the sponsoring advisor’s products and Thrivent Financial.

Technologies

Money Guide Pro
Wealthscape
Morningstar
Salesforce

Benefits

Annual compensation: USD 100,000 - 140,000
Simple IRA with Employer Match
Health benefit stipend offered

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in dealings with external clients
Must be capable of cultivating and maintaining relationships with outside organizations

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2mo ago

Financial Advisory - Associate Advisor

Kestra Financial Lancaster, PA

Lancaster, PA

2mo ago Closed

Full time Advisor Analytical Skills Associate Financial Advisor

This position is no longer accepting applications (closed Aug 17, 2026).

Job Description

The Financial Advisory - Associate Advisor role at Kestra Financial supports Financial Advisors with client reviews, retirement planning, and investment reviews onsite in Lancaster, PA.

Responsibilities

Support Financial Advisors in preparing for client review meetings
Develop retirement projection based financial plans
Generate income tax projections
Collaborate with Advisors to assess portfolio allocations and investments
Execute the financial plan recommendations
Maintain client records and track tasks in the CRM system
Deliver a high level of service to current and potential clients

Requirements

Bachelor's Degree
Willingness to begin the CERTIFIED FINANCIAL PLANNER® coursework and pursue designation within 2 years
Foundational understanding of investment planning, including asset allocation, Monte Carlo simulation, and modern portfolio theory
Strong organizational and time management skills
Strong mathematical, analytical, and communication abilities
Detail oriented
Fast learner

Technologies

Word
Excel
PowerPoint
CRM system

Benefits

Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a comprehensive benefits package
Supportive, collaborative environment focused on professional excellence
Opportunity to help clients navigate meaningful financial decisions with confidence
Training, development, and long-term growth opportunities within the firm
Tuition reimbursement for qualified expenses

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra
Internal applicants must have at least 1 year of service in their current role unless approved by EVP

Kestra Values

Our Mission is powering financial independence by supporting investing clients and the advisors who serve them
We live by the values: Serve, Make it Happen, One team

Kestra Holdings Website

https://www.kestrafinancial.com/

Careers Portal

https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure

By applying to a role with Kestra Financial, Inc., you acknowledge that Kestra may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation of potential employment.

Kestra Financial is committed to equal employment opportunity and prohibits discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.

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2mo ago

Full-Time CPA / Tax & Financial Planning Associate

Aaron L Watson CPA McCormick, SC

McCormick, SC

2mo ago Closed

$90k - $120k/yr Full time Accounting Advisor Analytical Skills

This position is no longer accepting applications (closed Aug 12, 2026).

Job Description

Set in McCormick, South Carolina, this full-time CPA role at Aaron L Watson CPA centers on proactive tax planning, strong client relationships, and expanding the firm’s scope into financial planning and advisory referrals. The position offers the potential for equity in the tax practice and requires an active CPA license with substantial public accounting experience. The onsite role prioritizes tax strategy while collaborating with advisory teams to deliver integrated financial guidance.

Responsibilities

Prepare and review individual, business, trust, and estate tax returns
Provide proactive tax planning and advisory support to clients
Identify opportunities where clients may benefit from financial planning, retirement planning, investment advisory, or wealth management services
Provide client introductions or referrals to the advisory team, subject to firm compliance approval
Collaborate with financial advisors on integrated tax and wealth planning strategies
Assist with retirement planning, entity planning, cash flow planning, and tax-efficient planning considerations
Participate in client meetings, planning reviews, and year-end tax strategy discussions
Research tax issues and communicate recommendations clearly to clients and staff
Help improve internal tax workflows, review procedures, and client service processes
Mentor junior staff, interns, and administrative team members during tax season
Support client relationship management and business development initiatives

Requirements

Active CPA license required
5+ years of experience in public accounting, tax preparation, tax review, or tax advisory preferred
Strong working knowledge of individual, business, trust, and estate tax returns
Interest in financial planning, wealth management, and long-term client advisory work
Securities licenses preferred, including Series 7, Series 66, Series 65, or similar
Willingness to pursue appropriate licensing if not currently licensed
Experience with tax software, client portals, Microsoft Office, and workflow management systems
Strong communication, analytical, and organizational skills
Ability to identify planning opportunities and communicate them professionally to clients and advisors
High degree of discretion and commitment to client confidentiality

Technologies

Microsoft Office
Tax software
Client portals
Workflow management systems

Benefits

401(k)
Health insurance
Paid time off
Work from home
Professional development and licensing support may be available
Potential opportunity for equity participation or phased ownership in the tax practice after demonstrated performance, cultural fit, and long-term commitment

Financial Planning / Advisory Referral Opportunity

This role is well suited for a CPA seeking to move beyond traditional tax prep into broader client advisory work. The candidate may provide qualified client introductions or referrals to the firm’s advisory team, subject to broker-dealer, RIA, and firm compliance approval.

Compensation may include salary, a performance bonus, and, where permitted by broker-dealer and RIA compliance, referral-based compensation for qualified introductions to the advisory side. Any referral compensation will be subject to applicable securities licensing, registration, disclosure, and compliance requirements.

Ideal Candidate Profile

The ideal candidate is a technically strong CPA who enjoys serving clients beyond the tax return. This person should be comfortable identifying planning opportunities, coordinating with financial advisors, and helping clients think proactively about taxes, retirement, cash flow, and long-term financial goals.

Compensation & Benefits

Base salary: $90,000-$120,000
Annual performance bonus: $10,000-$30,000+ based on tax production, client service, planning involvement, advisory referral activity where permitted, and firm profitability
Total target compensation: $105,000-$150,000+
Competitive benefits package, including insurance and retirement plan participation
Professional development and licensing support may be available
Potential opportunity for equity participation or phased ownership in the tax practice after demonstrated performance, cultural fit, and long-term commitment

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2mo ago

Associate Financial Advisor

Thrivent Madison, WI

Madison, WI

2mo ago Closed

$36k - $36k/yr Full time Advisor Associate Financial Advisor Client Relations

This position is no longer accepting applications (closed Aug 8, 2026).

Job Description

This in office, full time role supports Thrivent and Wisconsin Heartland Associates by assisting financial advisors and clients with financial planning, investments, insurance, and related services from our Madison, Wisconsin location.

Location

Madison, Wisconsin, onsite

Compensation

Base salary of USD 36,000 per year, plus a commission component based on sales revenue.

Responsibilities

Manage confidential member and customer communications, delivering clear verbal and written responses to maintain high satisfaction.
Advise prospective and current members on suitable financial products and investment advisory services.
Collect financial and suitability information from members and customers.
Receive and enter securities trade orders for clients, including unsolicited orders.
Explain or discuss insurance coverages, analyze policy exposures, and provide recommendations.
Support financial representatives in preparing for and following up on member or client meetings.
Additional duties may be assigned in line with licensure and business needs.
Meet with prospects or existing clients to review products and identify potential new business opportunities.

Requirements

Hold securities licenses (Series 7 and 66 or Series 7, 63 and 65) and state registrations for Life, Health, and Annuities.
Clear background check and fingerprinting, with verification of securities registrations and/or insurance licensing as applicable.
Must be registered/appointed in all states where support work will be performed for the sponsoring financial advisor, and be willing to complete state training to sell Long Term Care if required.
Ability to multitask and maintain high quality of work amid frequent interruptions.
Ability to maintain confidentiality of sensitive information.

Benefits

Base annual salary of USD 36,000, plus a commission-based component tied to sales revenue.
401(k) plan

Dependencies

Must be able to collaborate with all roles supporting the sponsoring financial advisor.
Must be capable of representing the organization when working with external clients.
Must be able to cultivate and maintain relationships with external organizations.

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2mo ago

Associate Financial Advisor

Dew Wealth Management New York, NY 🇺🇸 Remote

New York, NY

2mo ago Closed

$65k - $80k/yr Full time Advisor Associate Financial Advisor Client Relations

This position is no longer accepting applications (closed Aug 5, 2026).

Job Description

Dew Wealth Management offers a remote Associate Financial Advisor role in New York, NY that centers on Fractional Family Office services for entrepreneurs. You will collaborate with a team of advisors to deliver advanced wealth planning, supported by rigorous training, ongoing coaching, and a culture that values clear, candid guidance for clients. This fully remote position includes quarterly travel to our Scottsdale, AZ headquarters to align on objectives, and a clear path to growth within a collaborative, client-focused environment.

Responsibilities

Partner with an Advisor, Lead Advisor, and Senior Advisor to deliver Fractional Family Office services for high-expectation clients.
Invest in your development through structured training and ongoing support, building credibility through thoughtful analysis, confident delivery, and transparent recommendations.
Navigate complex family wealth dynamics, coordinating with attorneys, CPAs, and business managers while balancing priorities across personal wealth and active businesses.
Delve into advanced planning topics such as irrevocable trust structures, qualified small business stock elections, entity optimization, and wealth transfer techniques.
Develop technical expertise you can reference in client meetings, including IRC sections and the nuances of GRATs in discussions with attorneys and CPAs.
Focus on delivering trusted guidance rather than chasing assets under management.
Operate in a fully remote capacity with no business development responsibilities.
Travel to Scottsdale, AZ about four times per year to connect with colleagues and align on quarterly objectives.

Requirements

Bachelor’s degree in finance, economics, accounting, or a related field.
1–2 years of financial services experience, ideally in an advisory or client-facing role.
Current enrollment in or completion of the CFP program is preferred.
Residence in the continental United States, excluding California.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Working Within a Distributed Workforce

This is a fully remote role.
About four times per year, you will travel to our Scottsdale, AZ headquarters to connect with colleagues and align on quarterly objectives.
Interactions are primarily through our cloud-based technology stack.
We are currently hiring applicants in the continental United States (excluding CA) to operate within four time zones.

This opportunity is for you if

You want to be challenged by sophisticated clients who push you to improve every day.
You value doing difficult work well over simply doing easy work perfectly.
You are ready to learn from an elite team that will invest in your development.
You believe entrepreneurs are the lifeblood of the American economy and feel energized by their creativity and passion.
You want a pivotal role in a rapidly growing firm redefining wealth management.
You support transparent, comprehensive planning where clients pay a fixed monthly fee for real value.
You aim to deliver exceptional results rather than building your own client book.
You have the maturity and presence to work effectively with highly successful clients at all career stages.
You genuinely enjoy tax code, trust law, and advanced planning strategies.

This opportunity is not for you if

You prefer highly structured workflows with rigid processes.
You want to source clients and build your own book of business.
You want to spend significant time researching markets or making allocation changes (investment management accounts for less than 10% of this role).
You prefer a large portion of compensation based on sales commissions.
You struggle with follow-through, project management, or taking action without explicit instructions.
You are uncomfortable receiving direct feedback or being challenged by clients and colleagues.
You prefer transactional work over deep, complex planning relationships.
You find technical tax and estate planning topics boring or overly complex.

Compensation

Compensation for this role is $80,000 per year, structured as a $65,000 base salary plus a $15,000 performance bonus, paid semi-annually. A clearly defined career path exists with the potential to earn six figures within 12 months for top performers. The firm also offers a generous benefits package including fully subsidized healthcare for employees, a 401(k) matching program, and an Employee Stock Ownership Plan (ESOP).