Associate Advisor | $140K Potential | 1 Day in Office

Description

Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!

💰 Associate Advisor | $120K–$140K Stretch + DOE

🔥 Want to build a career as a Financial Planner without sacrificing your work-life balance?

I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.

They’re looking for an Associate Advisor to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently.

This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in tax, estate, retirement, and investment planning while following a clear path toward becoming a Lead Advisor.

💡 What You’ll Do

• Support Lead Advisors in delivering comprehensive financial planning for high-net-worth clients

• Prepare and update financial plans covering retirement, investments, taxes, and estate planning

• Research planning strategies and prepare client meeting materials

• Participate in client meetings and gain valuable relationship-management experience

• Track follow-ups and ensure client action items are completed

• Build your technical planning expertise and progress toward a future Financial Planner role

Requirements

🧠 Who They’re Looking For

• 1–2 years of financial planning experience

• CFP designation or coursework completed / nearing completion

• Familiarity with financial planning software such as eMoney or MoneyGuidePro

• Strong analytical, organizational, and communication skills

• A client-first mindset and genuine interest in comprehensive wealth planning

• Someone motivated to learn, grow, and eventually step into a Lead Advisor role

🌟 Why This Opportunity Stands Out

• 💰 $120K–$140K stretch compensation, depending on experience

• 🏡 Only one day in the office per week

• 🎉 Family Fridays — finish work at 1 PM every Friday

• 🏥 100% employer-paid medical, dental, and vision

• 🌴 3 weeks of PTO + 40 hours of sick time

• 🎄 The firm shuts down for Christmas week

• 💼 401(k) match of up to $8,000 after one year

• ✈️ After five years, earn 4 weeks of PTO and $5,000 toward a vacation

• 📈 A clear growth path toward becoming a Lead Advisor

If you're an aspiring CFP or early-career advisor ready for your next move, let's connect!

📩 Reach out to Mahmoud Adam, CPA, on LinkedIn and send me your resume directly.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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