Associate Financial Advisor - Holistic Planning & Growth

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

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.