Associate Wealth Advisor - Hybrid

Associate Financial Advisor

Position Overview

As an Associate Financial Advisor, you will support senior advisors in delivering comprehensive financial planning and investment management services to a diverse client base. Your primary objective is to assist in developing and implementing personalized strategies that help clients achieve short- and long-term financial goals while ensuring regulatory compliance and high standards of client service. This W2 position has the flexible option to work on a hybrid schedule.

Key Responsibilities

• Support senior advisors in developing customized financial plans, retirement strategies, tax-efficient solutions, and investment recommendations.
• Prepare and maintain client portfolios, perform regular performance monitoring, rebalancing, and risk assessments.
• Conduct research on investment products, market trends, and financial strategies to inform advisor recommendations.
• Assist with client onboarding, including gathering financial data, completing suitability and risk assessments, and preparing client meeting materials.
• Participate in client meetings and calls, take detailed notes, follow up on action items, and build strong client relationships.
• Maintain and update CRM records, prepare reports, and ensure timely documentation of client interactions and plan changes.
• Coordinate with operations and compliance teams to ensure adherence to regulatory requirements and firm policies.
• Contribute to business development efforts by helping prepare proposals, presentations, and marketing materials, and by supporting client referrals and outreach initiatives.
• Provide administrative support as needed, including scheduling, account paperwork, and processing client requests.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field preferred.
• Experience in financial services, wealth management, or related advisory/support roles preferred.
• Series 65 license required
• Certified Financial Planner (CFP) certification preferred; working toward CFP or equivalent credential is a plus.
• Solid understanding of investment products, retirement planning, tax considerations, and portfolio construction.
• Excellent verbal and written communication, presentation skills, and client-facing professionalism.
• High attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
• Commitment to acting in a fiduciary capacity and maintaining client confidentiality; ability to pass background checks and meet compliance requirements.

Email Your Resume In Word To

Sign in to view email

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.

Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : JS37-1998958L500 -- in the email subject line for your application to be considered.

Jamar Sloley - Executive Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

This job was first posted by CyberCoders on 10/07/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

Copyright 2026 Everforth, Inc. All rights reserved.