Hybrid Associate Financial Advisor – Client Planning

A premier financial advisory firm is seeking an Associate Financial Advisor to work alongside Financial Advisors in maintaining client relationships. Responsibilities include client meeting preparation, ongoing communications, creating financial plans, and administrative tasks. The ideal candidate will have 2-3 years of experience in financial services, a Series 65 License, and strong skills in Microsoft Office. This role is hybrid and offers a competitive salary of $80,000 - $85,000 per year. #J-18808-Ljbffr