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Our client, a boutique, client-focused wealth management firm is seeking an Investment Advisory Associate to join their growing team. This is a unique opportunity to work directly with a senior advisor and develop into an Investment Advisor Representative (IAR) over time.
This role offers a strong mix of financial planning, client interaction, and portfolio support within a collaborative, high-touch environment.
What You’ll Do
- Support financial planning and retirement strategies
- Assist with portfolio analysis and reporting
- Participate in client meetings and relationship management
- Conduct investment research and support planning recommendations
What We’re Looking For
- 3–5+ years in financial services
- Experience in financial planning, wealth management, or client service
- Bachelor’s degree (finance, accounting, or related)
- Strong communication skills and interest in client-facing work
- Licensing (Series 7/65/63) or willingness to obtain
Why Join
- Clear path to Investment Advisor Representative
- Direct mentorship from senior advisor
- Strong client exposure and long-term growth
- Collaborative, boutique firm environment
Compensation & Benefits
- $60K–$75K base + variable compensation
- Health, dental, and vision insurance
- Career growth and advancement opportunities
- Hands-on mentorship and development support
- Flexible, small-team environment
Interested or know someone who might be a fit? Feel free to reach out or apply directly.
JOB ID: 173996
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Melisa Zucaro