Associate Financial Advisor — Client Planner (Series 65)

A financial advisory firm is seeking an Associate Advisor to manage relationships and provide financial planning for clients, primarily retirees. Ideal candidates are licensed with a Series 65 and have 3–5 years of experience in financial services. You will support a team-driven environment focused on meaningful client interactions. This position offers a competitive salary, a health insurance stipend, and generous PTO. Experience with CRMs and clear communication skills are essential. Join us to help clients navigate their financial lives confidently. #J-18808-Ljbffr