Associate Financial Advisor

Full Time: Associate Financial Advisor

Salary: $65,000 – $75,000 + performance-based incentives

Retirement by Design is a growing financial planning firm seeking a relationship-driven Associate Advisor to take ownership of a defined group of growing clients and play a key role in supporting firm growth.

This role is designed to create capacity for senior advisors to focus on clients who require more advanced planning and business development, while you ensure an exceptional client experience and identify opportunities to deepen and grow relationships.

Key Responsibilities

• Serve as the primary advisor for a portfolio of growing clients
• Conduct regular review meetings and maintain proactive communication
• Identify opportunities to expand existing relationships
• Cultivate client relationships that consistently result in qualified introductions to potential new clients
• Handle...