Associate Financial Advisor - Holistic Wealth Planner

Strategic Financial Associates, LLC; Bethesda (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

Strategic Financial Associates, LLC is seeking an Associate Financial Advisor for a full-time, on-site position in Bethesda, MD. The role supports senior advisors in gathering client data, preparing comprehensive financial plans, and assisting with recommendations across insurance, investments, retirement and estate planning.

You will participate in client meetings and help document action items. The ideal candidate has a finance-related bachelor's degree, strong analytical skills, and excellent

Qualifications

• Bachelor's degree in finance, economics, business or related field; progress toward or interest in professional designations (CFP®, ChFC®) is beneficial.
• Strong analytical and quantitative abilities with attention to detail.
• Excellent written and verbal communication with the ability to explain complex concepts clearly and build trust with clients.

Responsibilities

• Gather and analyze client data to prepare holistic financial plans.
• Assist senior advisors with recommendations across insurance, investments, retirement and estate planning.
• Participate in client meetings and help document action items and follow-ups.

Skills

Financial Planning

Financial Advisory

Finance

Retirement Planning

Education

Bachelor's degree in finance, economics, business

Tools

Microsoft Office

Financial planning software

Job description

Strategic Financial Associates, LLC is seeking an Associate Financial Advisor for a full-time, on-site position in Bethesda, MD. The role supports senior advisors in gathering client data, preparing comprehensive financial plans, and assisting with recommendations across insurance, investments, retirement and estate planning.

You will participate in client meetings and help document action items. The ideal candidate has a finance-related bachelor's degree, strong analytical skills, and excellent