Associate Financial Advisor

W3Global; Newtown (PA); On-site; USD 85,000 - 125,000; Full time

Job summary

Our Client is seeking a Financial Advisor with 3-5 years of experience who has built a small book of business and is ready to take it to the next level.

You will join an established advisory and accounting firm to accelerate growth, focusing on strengthening client relationships, expanding your practice, and developing new business alongside an experienced team.

Qualifications

• 3–5 years of experience as a Financial Advisor or in a similar wealth management role.
• Small book of business with demonstrated growth potential.
• Strong relationship, communication, and business-development skills.

Responsibilities

• Manage and expand existing client relationships while actively developing new business.
• Provide clients with comprehensive investment, retirement, and financial planning guidance.
• Collaborate with advisors and accounting professionals to deliver a broader client experience.

Skills

Relationship-building

Business development

Communication

Job description

About The Job

Financial Advisor - Growth Opportunity

Our Client is seeking a motivated Financial Advisor with 3-5 years of experience who has established a small book of business and is ready to take it to the next level.

This opportunity is ideal for an advisor who has built a solid foundation but wants the resources, professional support, and collaborative environment of an established advisory and accounting firm to accelerate their growth. At Our Client, you'll have the opportunity to focus on strengthening client relationships, expanding your practice, and developing new business while working alongside an experienced team.

Key Responsibilities

• Manage and expand existing client relationships while actively developing new business.
• Provide clients with comprehensive investment, retirement, and financial planning guidance.
• Collaborate with advisors and accounting professionals to identify additional planning opportunities and deliver a more comprehensive client experience.

Qualifications

• 3-5 years of experience as a Financial Advisor or in a similar wealth management role.
• An existing book of business with a strong desire and demonstrated ability to grow it.
• Excellent relationship-building, communication, and business-development skills.

Why Join Our Client?

Our Client offers an environment designed for advisors who want to grow. You'll gain the benefits of an established firm, professional resources, collaborative support, and access to broader financial and accounting expertise-all while continuing to build strong relationships with the clients you serve.