Associate Advisor

Associate Advisor – RemoteCompensation: $65K–$85K base + bonusWe’re hiring an Associate Advisor on behalf of our client—a growing wealth management firm built for remote-first teams.This is a true partnership role: you’ll team up with one of our Sales Advisors (VP level) to onboard and serve a growing client base, working together to hit — and beat — annual new-asset goals.Why this role?- A real growth path — start by shadowing and prepping meetings, and grow into owning the client relationship- Direct partnership with a VP-level Sales Advisor who’s counting on you- Hands-on experience in Fixed Indexed Annuities and advisory planning- The flexibility of fully remote work, with the tools and autonomy to do your best workWhat you bring:- Series 65 and Life, Accident & Health (LAH) licensing- Prior sales or service experience with Fixed Indexed Annuities (FIA) and advisory- Working proficiency with MoneyGuide Pro and/or Nitrogen- A demonstrated track record of thriving in a remote roleHow you’ll grow:- Start: Shadow the Sales Advisor, coordinate meeting prep for 2nd and 3rd appointments, and guide prospects through the sales process to becoming clients- Transition: Step out of first appointments while continuing to prep the Sales Advisor and coordinate clients through onboarding- Mature state: Serve as the central point of contact for clients, running most or all service meetingsSound like you? Let’s talk.