Junior Financial Advisor — Wealth Strategy for Physicians

Integrated WealthCare, LLC; Durham (NC); On-site; USD 65,000 - 85,000; Full time

Job summary

Integrated WealthCare is seeking an Associate Financial Advisor to support technical financial planning and investment management under supervision. You will assist in client meetings, prepare plans, and coordinate with lead advisors to deliver client-centered solutions.

The role emphasizes collaboration with a team, data gathering, and action-item follow-up, with opportunities for growth through certifications and ongoing education.

Qualifications

• Bachelor’s degree in financial planning from CFP pathway or similar program.
• Knowledge of investment advisory compliance and regulations.
• Excellent communication skills (verbal and written).
• Demonstrates integrity and ability to keep confidential information.
• Ability to handle stress in dynamic markets and client transitions.
• Strong organizational skills and prioritization.

Responsibilities

• Provide technical financial planning and investment management support.
• Support client meetings and coordinate with Lead/Senior Advisors.
• Assist in preparing financial plans and recommendations.
• Coordinate with client’s other advisors and external sources.
• Provide client follow-up and continuous engagement.

Skills

Financial planning

Investment management

Compliance knowledge

Communication skills

Integrity & discretion

Organizational skills

Education

Bachelor's degree in financial planning

Tools

Financial planning software

Job description

Integrated WealthCare is seeking an Associate Financial Advisor to support technical financial planning and investment management under supervision. You will assist in client meetings, prepare plans, and coordinate with lead advisors to deliver client-centered solutions.

The role emphasizes collaboration with a team, data gathering, and action-item follow-up, with opportunities for growth through certifications and ongoing education.