Associate Advisor — Retirement Planning Growth Path

Advisor Talent Solutions; Glendora (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) with match

Performance bonus potential

Health and dental benefits

Job summary

Advisor Talent Solutions is seeking an Associate Advisor in Glendora, CA. In this role, you will work closely with clients, contributing to financial planning and relationship management. The position offers a defined path to advancement into a Lead Advisor role.

Key responsibilities include attending client meetings, developing retirement plans, and providing personalized client service. Candidates should have a Bachelor's degree, relevant licenses, and experience in financial planning.

Salary ranges from $70,000 to $95,000, with performance bonuses and a comprehensive benefits package.

Qualifications

• Bachelor's degree required.
• Active Series 65 or Series 66 license.
• Life Insurance license.
• 2–4 years of experience in a financial planning or advisory role.
• Solid understanding of retirement planning concepts.

Responsibilities

• Participate in client meetings alongside the lead advisor.
• Build, prepare, and present comprehensive retirement plans.
• Develop and maintain client relationships.
• Manage accurate client records in CRM.
• Stay current on financial planning strategies.

Skills

Client relationship management

Communication

Detail-oriented

Financial planning software proficiency

Retirement planning concepts knowledge

Education

Bachelor's degree

Tools

eMoney

MoneyGuidePro

RightCapital

CRM software

Job description

Advisor Talent Solutions is seeking an Associate Advisor in Glendora, CA. In this role, you will work closely with clients, contributing to financial planning and relationship management. The position offers a defined path to advancement into a Lead Advisor role.

Key responsibilities include attending client meetings, developing retirement plans, and providing personalized client service. Candidates should have a Bachelor's degree, relevant licenses, and experience in financial planning.

Salary ranges from $70,000 to $95,000, with performance bonuses and a comprehensive benefits package.