Associate Financial Advisor

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We are seeking a proactive and client-focused Associate Financial Advisor to join our growing financial advisory team. In this role, you will be responsible for developing new business, building long-term client relationships, and delivering personalized financial planning strategies that help clients achieve their life goals.

The ideal candidate thrives in a dynamic environment, is process-driven, and demonstrates a passion for helping individuals through comprehensive investment, insurance, and planning solutions.

Associate Financial Advisor Responsibilities:

• Create and implement a targeted marketing and business development plan to attract a defined niche of prospects.
• Build and maintain a personal book of business while meeting or exceeding key growth metrics.
• Convert leads into clients through a professional, consultative, and ethical sales approach, maintaining a closing ratio above 80%.
• Conduct comprehensive financial planning that addresses retirement, estate, tax, and business needs.
• Recommend appropriate investment and insurance solutions tailored to individual client goals.
• Deliver ongoing client service, ensuring a consistent, high-quality experience and maintaining strong relationships through regular communication and plan reviews.

Associate Financial Advisor Qualifications:

• Bachelor’s degree in finance, Business, or a related field (preferred).
• 1–3 years of experience in financial services with direct client interaction.
• Active FINRA licenses: Series 65 or 66, and either Series 7 or Series 63.
• Strong understanding of financial planning strategies, investment vehicles, and insurance products.
• Proficiency in financial tools such as MoneyGuidePro™, Morningstar®, Wealthscape℠, Excel, and CRM platforms (e.g., GoldMine).
• Excellent verbal and written communication skills.
• Highly organized self-starter with strong follow-through and attention to detail.

Associate Financial Advisor Qualifications:

• Competitive base salary
• Uncapped commission and earning potential
• Flexible paid time off (PTO)
• A supportive, team-oriented culture focused on professional growth

At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

JOB ID: 163048

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Jeremy Hamon

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