Associate Wealth Advisor

Associate Wealth Advisor – Fort Pierce, FLWe are partnering with a well-established wealth management practice in Fort Pierce, FL, managing over $250 million in client assets, that is looking to add an Associate Wealth Advisor to its team.This is an excellent opportunity for an early-career Financial Advisor who enjoys financial planning, investment management, and building client relationships but does not necessarily want to focus on business development or gathering assets.The practice consists of a close-knit team of four professionals and is led by an experienced founding advisor. The Associate Wealth Advisor will work directly alongside the lead advisor in a second-chair capacity, participating in client meetings, assisting with financial planning, and gradually taking on additional relationship management responsibilities.Unlike many junior advisor positions, this role is not focused on administrative or traditional client service responsibilities. The firm has dedicated client service and operations professionals who handle those functions, allowing the Associate Wealth Advisor to concentrate on developing their advisory skills, supporting existing client relationships, and becoming an increasingly valuable member of the advisory team.ResponsibilitiesWork directly alongside the founding advisor to support the management of established client relationshipsParticipate in client meetings, initially in a second-chair capacity, assisting with discussions surrounding financial planning, investments, and overall wealth management strategiesAssist with the preparation, development, and ongoing maintenance of comprehensive financial plansHelp identify client needs and opportunities to enhance existing financial plans and relationshipsCoordinate and follow up on recommendations and action items resulting from client meetingsDevelop relationships with existing clients and gradually assume additional relationship management responsibilitiesAssist with portfolio reviews, investment discussions, and preparation of client meeting materialsCollaborate with the firm's client service and operations professionals to ensure recommendations and client requests are implemented effectivelyContinue developing technical knowledge and advisory skills under the mentorship of an experienced senior advisorHelp deliver a high level of personalized service to the firm's established client baseQualificationsPrevious experience in wealth management, financial planning, or a financial advisory environmentSeries 7 and 66 licenses preferredCFP designation or progress toward obtaining the CFP is a plusStrong interest in financial planning, investment management, and long-term client relationship managementExcellent interpersonal and communication skills, with the ability to develop trust and rapport with clientsDetail-oriented, organized, and comfortable working collaboratively with a small teamA desire to learn from an experienced advisor and grow professionally within an established wealth management practiceNo existing book of business requiredCompensation & BenefitsCompetitive base salaryPerformance-based bonus opportunityComprehensive employee benefitsDirect mentorship from an experienced founding advisorOpportunity to develop into a more independent advisory role over timeEstablished client relationships and a collaborative, team-oriented environmentLocation: Fort Pierce, FL – 100% in-office positionWhy Consider This Opportunity?This position offers an attractive alternative to traditional junior advisor roles that emphasize prospecting, cold calling, or building a book of business from scratch.Instead, the Associate Wealth Advisor will have the opportunity to work alongside an experienced founding advisor, gain meaningful exposure to an established client base, and develop the skills necessary to become a successful relationship-focused Financial Advisor.For someone who enjoys the advisory and financial planning side of wealth management and wants to build a long-term career within a successful, established practice, this could be an excellent fit.