Associate Financial Advisor

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the...

Associate Financial Advisor at Kiker Wealth, Jasper, GA

At Kiker Wealth, we are a thriving financial services firm, where we treat our team like the valued professionals they are. Our culture in Jasper, GA reflects a shared commitment to building lasting relationships with our clients and helping them achieve their financial goals.

Who We Are

As a full-service, independent advisory firm, Kiker Wealth is dedicated to guiding our clients towards financial success at every stage of their lives. Our approach is rooted in collaboration, creating customized solutions, and developing sound financial plans that address our clients' unique needs.

The Role

As an Associate Financial Advisor, you will play a pivotal role in supporting our financial advisors and clients. Your responsibilities will include:

• Client financial analysis
• Account rebalancing and trading
• Investment model...

Associate Financial Advisor at Kiker Wealth, Jasper, GA

At Kiker Wealth, we are a thriving financial services firm, where we treat our team like the valued professionals they are. Our culture in Jasper, GA reflects a shared commitment to building lasting relationships with our clients and helping them achieve their financial goals.

Who We Are

As a full-service, independent advisory firm, Kiker Wealth is dedicated to guiding our clients towards financial success at every stage of their lives. Our approach is rooted in collaboration, creating customized solutions, and developing sound financial plans that address our clients' unique needs.

The Role

As an Associate Financial Advisor, you will play a pivotal role in supporting our financial advisors and clients. Your responsibilities will include:

• Client financial analysis
• Account rebalancing and trading
• Investment model...

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an Associate Financial Advisor to our team. Wescott advisors utilize their substantial planning experience and strong relationship management skills to be an outstanding trusted partner for our clients. If you are ready to embark on a journey that will provide you with a path for professional growth to become an exceptional financial advisor, this is an ideal role for you.

Core Role Expectations

1. Collaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data.
2. Gains knowledge and experience teaming with Wescott’s expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions.
3. Eager to advance expertise to impress the sophisticated executives and business owners, and manage multiple generations and diverse dynamics of...