Associate Financial Advisor

Affinity Wealth Management LLC; Wilmington (DE); On-site; USD 60,000 - 85,000; Full time

Job summary

An established industry player is seeking an Associate Advisor to join their Wilmington office. This entry-level role is perfect for individuals passionate about finance and client service. You will support advisory teams in delivering exceptional financial planning services, managing tasks, and ensuring a warm experience for clients. The ideal candidate will possess strong communication and analytical skills, be detail-oriented, and have a genuine interest in helping others. This opportunity offers a pathway to becoming a Lead Advisor while working within a collaborative and supportive environment.

Qualifications

• Strong communication and numerical skills are essential for this role.
• Candidates should have or be working towards Series 65 and CFP certifications.

Responsibilities

• Assist advisors in meetings, prep, and follow-ups.
• Perform a wide range of financial planning duties for clients.

Skills

Communication Skills

Numerical Skills

Research Ability

Analytical Mind

Attention to Detail

Client Relationship Management

Education

Series 65 License

CFP Certification

Tools

Salesforce

Orion

Emoney

Holistiplan

Job description

Affinity Wealth Management LLC provided pay range

This range is provided by Affinity Wealth Management LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $85,000.00/yr

Additional compensation types

Annual Bonus

Affinity Wealth Management, LLC (AWM) is seeking a talented and knowledgeable professional to serve in the capacity of Associate Advisor in its Wilmington, Delaware office.

The Associate Advisor’s primary role is to support our advisory teams in helping our clients live the best possible life. This person’s duties are multi-faceted and require strong communication and numerically oriented skills. The ideal AA candidate must successfully manage time, identify tasks, determine priorities, and most importantly, extend a warm and professional experience to a very select clientele.

Responsibilities & Activities

• Assist Senior and Lead Advisors in meetings which includes prep, note taking and post meeting follow up
• Serve as primary contact in performing a wide range of financial planning duties for both new and existing clients, including: retirement modeling, risk management/insurance analysis, educational modeling, reviews of estate plan documents (with assistance), reviews of tax situation and other applicable financial planning topics. Work closely with other members of the planning team to collect and analyze data.
• Work within a defined system where client contact is made on a scheduled, proactive basis
• Serve as lead in preparing agendas, organizing plans, preparing for client review meetings, and providing appropriate follow-up
• Coordinate all aspects of client plan presentations, including ensuring that all research and data gathering is complete, and presentation materials are prepared in a timely fashion
• Prepare and occasionally present comprehensive financial plans
• Compose and generate correspondence and client documents, including spreadsheets and reports
• Participate in the portfolio review/monitoring process and work in collaboration with investment team to manage cash flow, tax issues, etc. associated with client portfolios
• Research planning ideas
• Prepare and present concise financial planning summaries to prospective clients; provide relationship management for opportunities that are developed
• Maintain retirement plan models and assist in employee education
• Some admin and operations

Knowledge, Skills & Abilities:

• Lives our core values
• Has the series 65 or working towards it
• Working toward or has CFP
• Understands the financial planning process
• Excellent attitude and an extraordinary research ability and orientation
• Analytical mind and attention to detail
• A genuine interest in serving and caring for other people
• Ability to use/learn software packages – Salesforce, Orion, Emoney and Holistiplan
• The goal of becoming a Lead Advisor

How to Apply

Respond to this ad or email [e-mail]. Only those candidates whose qualifications meet the job requirements will be contacted. No phone calls, faxes, or temporary agencies.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Investment Management