Junior Financial Advisor

Alvini & Associates, PA; Wilmington (DE); On-site; USD 45,000 - 65,000; Full time

Job summary

Alvini & Associates, PA seeks an Associate Financial Advisor to join its wealth management team in Delaware. You will work with an established advisory group and client base, gaining exposure to financial planning, investments, retirement planning, and client relationship management.

The ideal candidate is relationship-oriented, intellectually curious, and committed to acting in clients’ best interests while growing professionally within financial services.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Accounting, or related field preferred.
• Interest in wealth management, financial planning, investments, or personal finance.
• Exceptional verbal and written communication skills.
• Strong interpersonal skills and relationship building.
• Integrity and commitment to clients’ best interests.
• Self-motivated with a strong work ethic.
• Analytical and detail-oriented with good problem-solving.
• Strong organizational and time-management skills.
• Ability to learn new concepts, systems, and regulations quickly.
• FINRA Series 7 and Series 65/66 licenses preferred but not required; must be obtained within the first year

Responsibilities

• Support lead advisor in delivering comprehensive financial planning and investment advice.
• Prepare for client meetings by gathering information, conducting research, and identifying planning opportunities.
• Attend client meetings, document key discussion points, and ensure timely follow-up.
• Build and strengthen relationships with existing clients through ongoing communication and service.
• Meet with clients in person, virtually, and by phone to discuss financial goals and planning needs.
• Assist in developing financial plans related to retirement planning, investments, education funding, risk management, tax-efficient strategies, and estate planning considerations.
• Conduct market, investment, and financial planning research.
• Maintain accurate client records and assist with CRM and workflow management.
• Participate in licensing, training, and professional development programs.
• Collaborate with lead advisor to develop recommendations and planning strategies.
• Engage in networking and business development activities to support practice growth

Skills

Verbal communication

Relationship building

Analytical skills

Time management

Organization

Learning attitude

Education

Bachelor’s degree in Finance or related field

Job description

We're seeking a motivated Associate Financial Advisor who is passionate about helping others and interested in building a long-term career in wealth management. This position offers a unique opportunity to work directly with an established advisory team and an existing client base while developing the skills, knowledge, and professional experience needed to become a trusted financial advisor.

You’ll gain exposure to financial planning, investment strategies, retirement planning, and client relationship management while contributing to a collaborative team dedicated to delivering exceptional client service. The ideal candidate is relationship-oriented, intellectually curious, committed to acting in clients’ best interests, and motivated to grow professionally within the financial services industry.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Accounting, or related field preferred
• Interest in wealth management, financial planning, investments, or personal finance
• Exceptional verbal and written communication skills
• Strong interpersonal skills, including active listening, empathy, and relationship building
• High level of integrity, professionalism, and commitment to serving clients’ best interests
• Self-motivated with a strong work ethic and desire to succeed
• Analytical and problem-solving abilities with attention to detail
• Strong organizational and time-management skills
• Ability to learn new concepts, systems, and regulations quickly
• FINRA Series 7 and Series 65/66 licenses preferred but not required; must be obtained within the first year of employment

Responsibilities

• Support lead advisor(s) in delivering comprehensive financial planning and investment advice
• Prepare for client meetings by gathering information, conducting research, and identifying planning opportunities
• Attend client meetings, document key discussion points, and ensure timely follow-up on action items
• Build and strengthen relationships with existing clients through ongoing communication and service
• Meet with clients in person, virtually, and by phone to discuss financial goals and planning needs
• Assist in developing financial plans related to retirement planning, investment management, education funding, risk management, tax-efficient strategies, and estate planning considerations
• Conduct market, investment, and financial planning research
• Maintain accurate client records and assist with CRM and workflow management
• Participate in licensing, training, and professional development programs
• Collaborate closely with lead advisor(s) to develop recommendations and planning strategies
• Engage in networking and business development activities to build professional relationships and support practice growth