Associate Financial Advisor: Client Growth & Planning

Gilder Search Group; Worcester (MA); Hybrid; USD 100,000 - 125,000; Full time

Job summary

Gilder Search Group in Worcester, MA is seeking an Associate Financial Advisor to support lead advisors, nurture client relationships, and deliver tailored financial planning and investment guidance for high-net-worth clients.

You will participate in discovery and onboarding, prepare for client meetings, monitor portfolios, and help manage expectations while adhering to regulatory standards and firm policies. A strong client-service mindset and teamwork are essential.

Qualifications

• Bachelor's Degree from an accredited college or university
• Series 66 or 65 required
• CFP or CFA a plus
• 3-5 years in a similar role
• Proficiency with Microsoft Office Suite
• Familiarity with Schwab, Advyzon, and RightCapital is a plus
• Strong analytical skills
• Exceptional listening, verbal, and written communication skills
• Ability to manage multiple projects and deadlines, with keen attention to detail
• Comfortable with presentations and client-facing interactions

Responsibilities

• Monitor and cultivate incoming warm leads from our highly productive referral networks.
• Conduct periodic reviews, track changes in client’s financial situations, analyze plan performance, and recommend strategy adjustments.
• Assist lead advisors by conducting client research and preparing for meetings.
• Deliver an exceptional client experience and build deep client relationships.
• Manage client relationships through ongoing client communication to establish and maintain a complete understanding of their financial objectives.
• Interview clients to assess income, expenses, risk tolerance, and goals.
• Prepare financial plans and coordinate with the investment committee.
• Adhere to regulatory standards and the firm’s compliance policies, maintaining high ethical standards and client confidentiality.
• Work closely with the client service team and participate in coaching from lead advisors to develop client acquisition and advisory skills.
• Schedule client appointments, address client inquiries and handle follow-up tasks.

Skills

Series 66/65

CFP or CFA

3-5 yrs exp

MS Office

Schwab familiarity

Advyzon familiarity

RightCapital familiarity

Analytical skills

Communication skills

Time management

Presentations & client-facing

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Schwab

Advyzon

RightCapital

Job description

Gilder Search Group in Worcester, MA is seeking an Associate Financial Advisor to support lead advisors, nurture client relationships, and deliver tailored financial planning and investment guidance for high-net-worth clients.

You will participate in discovery and onboarding, prepare for client meetings, monitor portfolios, and help manage expectations while adhering to regulatory standards and firm policies. A strong client-service mindset and teamwork are essential.