Financial Advisor Associate

TRC Talent Solutions; Kennesaw (GA); On-site; USD 55,000 - 85,000; Full time

Job summary

The Financial Advisor Associate at gobravvo plays a key role in supporting comprehensive financial planning and investment management. Working with senior advisors, you’ll develop technical planning skills while delivering personalized guidance tailored to client goals.

In this full-time role, you’ll shadow advisors, help prepare plans, perform research, and participate in client meetings, with opportunities to collaborate across departments and pursue CFP credentials as you grow toward a lead

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field.
• Current Series 65, 7/66, or ChFC certification, or pursuing these credentials.
• Actively pursuing or planning to pursue the CFP designation.
• Able to work independently and as part of a team.
• Willingness to participate in internal training and industry events.

Responsibilities

• Shadow advisors to gain hands-on training in client engagement and advisory services.
• Create and implement detailed financial plans for existing clients.
• Conduct research and case analyses to support recommendations.
• Assist with client communications and meeting preparation.
• Engage with various departments to understand the service model.
• Attend company events, workshops, and seminars to deepen industry knowledge.
• Take proactive steps toward CFP certification.

Skills

Communication skills

Relationship-building

Teamwork

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Job description

The Financial Advisor Associate plays an integral role in supporting the delivery of high-quality financial planning and investment management services. As part of a collaborative team, this position is designed for individuals passionate about advancing their career towards becoming a lead Financial Advisor (FA) while developing deep technical knowledge in financial planning and client relationship management. The Financial Advisor Associate works closely with senior advisors and other team members to ensure that clients receive personalized, comprehensive financial guidance tailored to their unique goals and circumstances.

In this full-time position, the Financial Advisor Associate is responsible for assisting with the end-to-end financial planning process. This includes preparing and refining financial plans, conducting detailed research and case analysis, and actively participating in client meetings.

The role offers hands-on exposure to the firm’s integrated operating model and provides opportunities to collaborate across departments, gaining a holistic understanding of the financial services business. Through ongoing mentorship and professional development, the Financial Advisor Associate will strengthen their technical planning acumen, enhance client-facing skills, and take meaningful steps toward earning industry-leading credentials such as the CFP (Certified Financial Planner) designation.

By shadowing experienced Financial Advisors and engaging with other departments, the Financial Advisor Associate gains a comprehensive understanding of the business’s internal workflows and client service standards. The position also involves attending company events, workshops, and seminars to deepen professional knowledge and network within the industry. Effective communication, a proactive approach to learning, and a commitment to ethical client service are essential for success in this role.

This opportunity is well-suited for individuals with a background in finance, economics, or related fields, and who have already obtained or are in pursuit of relevant securities licenses and professional certifications such as Series 65, Series 7/66, or ChFC. The Financial Advisor Associate is encouraged to pursue CFP designation, further expanding their career opportunities within the organization and the broader financial planning industry.

Financial Advisor Associate - Summary

• Support the centralized planning team in delivering comprehensive financial advice and superior client service.
• Partner closely with senior Financial Advisors to enhance client relationships and streamline the planning process.
• Participate in mentorship and training designed to develop future lead advisors.

Duties & Responsibilities

• Shadow Financial Advisor appointments to gain practical, hands-on training in client engagement and advisory services.
• Create and help implement detailed financial plans for existing clients, ensuring alignment with their objectives and current market trends.
• Conduct research and perform case analysis to support client recommendations and portfolio management strategies.
• Assist with client communications, follow-up activities, and meeting preparation to ensure clients remain informed and confident in their financial futures.
• Engage with various departments to develop a thorough understanding of the firm’s integrated service model and operational processes.
• Attend company-sponsored events, workshops, and seminars to expand industry knowledge and network with professionals.
• Take proactive steps toward obtaining the CFP certification to advance professional growth and expertise.

Salary & Benefits

• Competitive compensation package reflective of experience and qualifications.
• Comprehensive benefits to support health, wellness, and ongoing professional development.
• Opportunities for career advancement within a supportive, growth-oriented environment.

Qualifications & Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Current Series 65, 7/66, or ChFC certification, or in pursuit of these credentials.
• Actively pursuing or planning to pursue the CFP (Certified Financial Planner) designation.
• Demonstrated ability to work independently and as part of a team.
• Strong communication, relationship-building, and teamwork skills.
• Proven capacity to learn and utilize financial planning tools and office systems.

Ideal Candidate Snapshot

• Highly motivated self-starter eager to develop a career in financial planning and advisory.
• Detail-oriented, analytical thinker with a passion for helping clients achieve their financial goals.
• Strong interpersonal skills and a commitment to providing outstanding, ethical client service.
• Open to ongoing learning and professional growth, including participation in internal training and industry events.
• Interested in building a long-term career as a trusted Financial Advisor in a dynamic, team-focused setting.

Other Relevant Information

• This Financial Advisor Associate role provides a clear pathway to advancement within the financial planning industry.
• Collaborative work environment with access to mentorship and continuous professional development.
• Opportunity to serve a diverse client base and make a positive impact on clients’ financial well-being.
• Experience the benefits of working with a leading firm dedicated to employee growth, innovation, and high ethical standards.
• One brief note: this position offers the rewarding experience of working in a vibrant and supportive community.

Equal Opportunity Employer

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE).

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.