Associate Advisor $140K Potential 1 Day in Office

Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!💰 Associate Advisor | $120K–$140K Stretch + DOE🔥 Want to build a career as a Financial Planner without sacrificing your work-life balance?I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.They’re looking for an Associate Advisor to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently.This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in tax, estate, retirement, and investment planning while following a clear path toward becoming a Lead Advisor.💡 What You’ll DoSupport Lead Advisors in delivering comprehensive financial planning for high-net-worth clientsPrepare and update financial plans covering retirement, investments, taxes, and estate planningResearch planning strategies and prepare client meeting materialsParticipate in client meetings and gain valuable relationship-management experienceTrack follow-ups and ensure client action items are completedBuild your technical planning expertise and progress toward a future Financial Planner role