Client-First Associate Financial Advisor

Your Wealth Advisors; Woodstock (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with profit sharing

Team-oriented work environment

Job summary

Your Wealth Advisors is seeking an Associate Financial Advisor to join our team and take ownership of an existing book of business. You will nurture client relationships, refine financial plans, and deliver top-tier service without constant prospecting.

The role emphasizes client-focused service, collaboration with the advisory team, and potential future leadership opportunities within a well-established firm. Comprehensive benefits support long-term growth.

Qualifications

• Licensed financial professional with a track record in planning and servicing existing clients.
• CFP designation is highly desirable but not required.
• Customer-centric mindset with preference for relationship management over new sales.

Responsibilities

• Manage and service existing client relationships with minimal prospecting.
• Oversee and refine financial plans to keep clients on track toward goals.
• Collaborate with advisory team to enhance client experience and retention.
• Participate in bonus programs and incentive structures for additional earnings.

Skills

Client relationships

Financial planning

Servicing clients

Team leadership potential

Client-focused service

Education

Financial licensing

CFP designation (preferred)

Job description

Your Wealth Advisors is seeking an Associate Financial Advisor to join our team and take ownership of an existing book of business. You will nurture client relationships, refine financial plans, and deliver top-tier service without constant prospecting.

The role emphasizes client-focused service, collaboration with the advisory team, and potential future leadership opportunities within a well-established firm. Comprehensive benefits support long-term growth.