Wealth Planning Associate: Client-Focused Growth

Prime Capital Financial; Harmonville (PA); On-site; USD 60,000 - 90,000; Full time

Job summary

Prime Capital Financial seeks an Associate Financial Advisor to support a Senior Advisor in financial planning and client service. You will help prepare for meetings, develop plans, analyze client information, and document conversations, with growth into more responsibility in conversations, recommendations, and relationship management.

You will gather client data, prepare plans and analyses, participate in meetings, and help onboard clients while maintaining accurate records in planning

Qualifications

• A bachelor’s degree and at least four years of financial services experience.
• Series 65 license required; Life and Health insurance licensing and CFP certification preferred.
• Experience supporting wealth management clients in a client-facing role.
• Familiarity with financial planning software, investment portfolios, and asset allocation.
• Strong analytical, organizational, and communication skills.
• Excellent attention to detail and the ability to manage competing priorities.
• Comfort learning new technology and adapting as client needs evolve.
• Curiosity, strong work ethic, and a willingness to learn from experienced advisors.
• Commitment to professionalism, confidentiality, ethical conduct, and service excellence.

Responsibilities

• Gather and analyze client information, including goals, assets, risk tolerance, and planning needs.
• Prepare financial plans, investment analyses, portfolio recommendations, illustrations, and meeting materials.
• Participate in client meetings, document key decisions and next steps, and coordinate timely follow-up.
• Develop, implement, and maintain financial plans covering investments, retirement, insurance, taxes, and other planning needs.
• Use financial planning software and Salesforce to maintain accurate client records and track work.
• Partner with advisors and Client Service colleagues to support client onboarding and ongoing service.
• Build trusted relationships with clients through clear communication, follow-through, and sound judgment.
• Follow firm policies and applicable regulatory requirements in all client work.

Skills

Analytical skills

Organizational skills

Communication skills

Client service

Learning mindset

Education

Bachelor's degree

Tools

Financial planning software

Salesforce

Job description

Prime Capital Financial seeks an Associate Financial Advisor to support a Senior Advisor in financial planning and client service. You will help prepare for meetings, develop plans, analyze client information, and document conversations, with growth into more responsibility in conversations, recommendations, and relationship management.

You will gather client data, prepare plans and analyses, participate in meetings, and help onboard clients while maintaining accurate records in planning