Associate Financial Advisor

Strategic Financial Associates, LLC; Bethesda (MD); On-site; USD 65,000 - 85,000; Full time

Job summary

Strategic Financial Associates, LLC in Bethesda, MD seeks an Associate Financial Advisor to support senior advisors in delivering holistic planning. You will gather client data, prepare plans, and help with insurance, investments, retirement, and estate planning considerations.

You will join client meetings, document action items, and follow up on implementations while maintaining compliant records. Strong communication and teamwork are essential.

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field.
• Progress toward professional designations such as CFP® or ChFC® is beneficial.
• Strong analytical and quantitative abilities with attention to detail.

Responsibilities

• Gather and analyze client data to support holistic financial planning.
• Prepare financial plans and assist with recommendations across insurance, investments, retirement and estate planning.
• Participate in client meetings and document action items.
• Follow up on implementation steps and maintain accurate records.
• Conduct research on financial products and prepare presentations/reports.
• Coordinate with internal teams and external partners; assist with marketing and business development.
• Ensure compliance with regulatory and firm guidelines.

Skills

Financial Planning

Financial Advisory

Investments

Retirement Planning

Communication Skills

Team Collaboration

Education

Bachelor’s degree in finance, economics, business, or related field

Progress toward CFP®, ChFC® or similar designation

Tools

Microsoft Office

Financial Planning Software

Job description

Company Description Strategic Financial Associates, LLC (SFA) is a comprehensive financial services firm that has been helping clients with financial planning, risk management, and wealth strategies since 1996. Led by the sole owner, President, and CEO, Jim Adkins, SFA’s team of more than twenty-five professionals provides holistic solutions tailored to individuals, families, and businesses. Through a structured Holistic Planning Process, the firm coordinates key areas such as insurance design, investment management, estate planning, business succession, executive compensation, and retirement planning. SFA emphasizes ongoing communication and regular client reviews to ensure plans remain aligned with changing goals and circumstances, offering a client-focused environment for financial professionals who value long-term relationships and comprehensive planning.

Role Description The Associate Financial Advisor is a full-time, on-site role based in Bethesda, MD. This role supports senior advisors in delivering holistic financial planning services, including gathering and analyzing client data, preparing financial plans, and assisting with recommendations across insurance, investments, retirement, and estate planning considerations. The Associate Financial Advisor will participate in client meetings, help document action items, follow up on implementation steps, and maintain accurate records in firm systems. Daily responsibilities include conducting research on financial products and strategies, preparing presentations and reports, coordinating with internal team members and external partners, and ensuring compliance with regulatory and firm guidelines. The role also involves contributing to business development activities by supporting marketing efforts and helping nurture long-term client relationships.

Qualifications

• Candidates should possess skills in Financial Planning and Financial Advisory to support holistic client solutions and collaborative plan development.
• Candidates should possess skills in Finance and Investments to analyze portfolios, evaluate product options, and assist with investment recommendations.
• Candidates should possess skills in Retirement Planning to help design strategies for accumulation, income distribution, and long‑term financial security.
• Bachelor’s degree in finance, economics, business, or a related field; progress toward or interest in professional designations (such as CFP®, ChFC®, or similar) is beneficial.
• Strong analytical and quantitative abilities, attention to detail, and proficiency with financial planning software and Microsoft Office tools.
• Excellent written and verbal communication skills, with the ability to explain complex concepts clearly and build trust with diverse clients.
• Demonstrated integrity, professionalism, and commitment to client‑centric service, with the ability to work collaboratively in a team environment.
• Prior experience in financial services, wealth management, or advisory support is preferred but not mandatory for highly motivated candidates.