Associate Advisor - Remote

Overview

We are seeking a self-driven and proactive Associate Advisor to become a valuable member our team. This role supports the delivery of exceptional client service in an investment advisory capacity, while also offering an opportunity to develop foundational skills in financial planning. The ideal candidate will demonstrate strong organizational abilities, keen attention to detail, and analytical thinking. This individual should be eager to learn, committed to professional growth, and capable of contributing to a collaborative, client-focused environment.

In Short

• Assist in preparation for client meetings
• Track and document client activities and service in CRM
• Work directly with clients on follow-up items from meetings and follow through on new initiatives with clients
• Analyze financial information collected from client to determine basic strategies necessary to meet client’s objectives
• Ability to take on and manage some aspects of client relationships
• Provide basic level of financial and investment advice within the Aldrich Wealth framework

Requirements

• Minimum 1 year experience working in the financial services industry
• Bachelor’s degree from an accredited college or university
• Solid understanding of personal financial planning concepts with a background in providing investment advice
• Series 65 will be required if not already obtained
• Prior experience with a CRM a plus
• Excellent communication and writing skills

Benefits

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
• You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.