Job Details

Investment Advisory Associate

Our client, a boutique, client-focused wealth management firm is seeking an Investment Advisory Associate to join their growing team. This is a unique opportunity to work directly with a senior advisor and develop into an Investment Advisor Representative (IAR) over time.

This role offers a strong mix of financial planning, client interaction, and portfolio support within a collaborative, high-touch environment.

What You'll Do

• Support financial planning and retirement strategies
• Assist with portfolio analysis and reporting
• Participate in client meetings and relationship management
• Conduct investment research and support planning recommendations

What We're Looking For

• 35+ years in financial services
• Experience in financial planning, wealth management, or client service
• Bachelor's degree (finance, accounting, or related)
• Strong communication skills and interest in client-facing work
• Licensing (Series 7/65/63) or willingness to obtain

Why Join

• Clear path to Investment Advisor Representative
• Direct mentorship from senior advisor
• Strong client exposure and long-term growth
• Collaborative, boutique firm environment

Compensation & Benefits

• $60K$75K base + variable compensation
• Health, dental, and vision insurance
• Career growth and advancement opportunities
• Hands-on mentorship and development support
• Flexible, small-team environment

Interested or know someone who might be a fit? Feel free to reach out or apply directly.