Associate Financial Adviser

HumanUs Inc.; King of Prussia (Montgomery County); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A leading company in financial planning is seeking an Associate Financial Adviser in King of Prussia, PA. This role provides a clear path to career advancement and mentorship from seasoned professionals, emphasizing a collaborative environment focused on client service. Ideal candidates will have a background in finance, strong communication skills, and a desire to grow within the industry.

Benefits

Health, dental, and vision insurance

Paid time off

401(k)

Profit sharing

Quarterly professional development goals

Qualifications

• 1–3 years of experience in wealth management or financial planning.
• Excellent written and verbal communication skills.
• Ability to manage multiple workflows.

Responsibilities

• You’ll help manage and grow client relationships.
• Prepare financial plans and meeting materials.
• Participate in client review meetings.

Skills

Attention to detail

Communication

Collaboration

Education

Bachelor’s degree in Finance, Business, or similar

Progress toward CFP certification

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from HumanUs Inc.

Mission-Driven People + Talent Partner | Data-Informed Business Growth Driver | Certified Career Coach | Human Behavior Consultant | Mom

This is a retained talent search in partnership with HumanUs

Title: Associate Financial Adviser

Compensation: $60K–$80K base + benefits + profit sharing + career growth

Location: King of Prussia, PA (hybrid)

Launch Your Financial Planning Career Path with Purpose, Mentorship & Meaningful Growth

Certior Financial Group (CFG), a boutique, independent RIA based in King of Prussia, PA, is hiring a values-driven, service-oriented Associate Financial Adviser. If you're early in your financial Planning career, passionate about helping others plan their financial future, and eager to make a lasting impact, and excited for a clear path growing into a lead adviser role, we want to meet you.

Why Join Certior?

• We continue to build something meaningful, and we want you to be a part of it.
• Team mentorship from experienced CFP professionals
• A clear path to career advancement into lead adviser roles
• Hybrid flexibility and a collaborative, mission-aligned culture where every voice is heard and valued
• Competitive salary and benefits: health/dental/vision, paid time off, 401(k), profit sharing
• Quarterly professional development goals tied to career progression

This is more than a job — it's a high-touch, team-based environment where your career development is a priority!

What You’ll Do

• You’ll be a key support to Senior and Lead Advisers, helping manage and grow client relationships by:
• Preparing financial plans, investment reports, and meeting materials
• Supporting client meetings through documentation, note-taking, and follow-ups
• Managing service workflows: new accounts, money movements, client requests
• Learning and using tools like eMoney, Holistiplan, Orion, Nitrogen, and CRM systems
• Communicating with clients (email/phone) to clarify goals and support ongoing planning
• Participating in client review meetings, eventually leading portions independently

You bring a mix of technical competence, emotional intelligence, and a collaborative spirit.

The ideal candidate will have:

Must-Haves:

• 1–3 years of experience in wealth management, financial planning, or a related field
• Bachelor’s degree in Finance, Business, or similar
• Progress toward CFP (or recently certified)
• Strong attention to detail (this is crucial in our work)
• Excellent written and verbal communication skills
• Collaborative, dependable, and eager to learn from senior advisers
• Ability to manage multiple workflows and follow through without being prompted

Nice-to-Haves:

• Experience with platforms like Schwab, Fidelity, Redtail, Salesforce, Orion, or eMoney
• Familiarity with financial planning tools (MoneyGuide, Holistiplan, Nitrogen)
• Exposure to real-world financial life events (e.g., education planning, retirement, marriage)
• Understanding of compliance procedures and account documentation

Who You Are:

• 1–3 years of experience in client service or support role within wealth management or financial planning, investment advisory, or related professional services firm.
• Bachelor’s in Finance, Business, or related field
• On the path to CFP certification (or newly certified)
• Exposure to the client planning process, ideally including prep and follow-up for advisor meetings
• Experience working with custodians (e.g., Schwab, Fidelity) or financial platforms
• Familiarity with CRM tools (e.g., Redtail, Wealthbox, Salesforce) and workflow systems
• Completion or progress (desire ok too) toward industry certifications (e.g., CFP, Series 65, or paraplanner certification)
• Some experience in personal life events such as planning for a child’s education, marriage, etc.
• Detail-oriented and emotionally intelligent communicator
• Collaborative, curious, and ready to roll up your sleeves
• Passionate about helping people plan and live their best financial lives

Ready to start your future in financial planning?

Apply here or reach out to GG (Galit Green) with cover letter to [e-mail]

Please note: applicants must be authorized to work in the United States without the need for current or future sponsorship.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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