Client-Focused Associate Financial Advisor

The Well; Belmont (NC); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

401(k) plan

Job summary

The Well, Belmont, NC, is seeking an Associate Financial Advisor to begin servicing an existing group of client relationships from day one. You will report to senior advisors and take on real client responsibility while building technical and relationship skills for advancement.

Key duties include managing client needs, conducting thoughtful financial planning and investment advice, and pursuing cross-sell opportunities under an established client base. This is a full-time onsite role.

Qualifications

• 3+ years of experience in financial advising, wealth management, financial planning, or a related client-facing role.
• Comfortable taking ownership and being coached rather than arriving with a fixed approach.
• A natural relationship-builder who wants to grow a long-term career providing client service.

Responsibilities

• Take ownership of a segment of the firm's existing client relationships and deliver an excellent client experience.
• Work alongside experienced advisors, gradually assuming greater responsibility
• Meet with clients to understand their goals and help deliver thoughtful financial planning and investment advice
• Manage day-to-day client needs while deepening relationships over time
• Identify and act on cross-sell opportunities, including annuity reviews, long-term care, life insurance, and brokerage solutions
• Collaborate with the broader advisory team to deliver well-rounded client solutions
• Continue developing technical, planning, and relationship-management skills

Job description

The Well, Belmont, NC, is seeking an Associate Financial Advisor to begin servicing an existing group of client relationships from day one. You will report to senior advisors and take on real client responsibility while building technical and relationship skills for advancement.

Key duties include managing client needs, conducting thoughtful financial planning and investment advice, and pursuing cross-sell opportunities under an established client base. This is a full-time onsite role.