Associate Financial Advisor

About the Role :

Karam Wealth Advisors, an LPL Financial-affiliated firm, is seeking an Associate Advisor to join our Huntington Beach office. This salaried (+ bonus) position offers a unique opportunity for a motivated professional who is passionate about financial planning and wants to grow into a Lead Advisor role over time. You’ll receive direct mentorship, hands-on client experience, and a clear career path—with no business development or sales expectations.

What You’ll Do :

• Prepare for and attend client meetings; take notes and manage follow-up tasks
• Build and maintain financial plans and investment summaries
• Serve as a point of contact for client service requests and ongoing communication
• Accurately manage client records in our CRM (Redtail)
• Support new client onboarding, account paperwork, and implementation
• Contribute to internal projects and help improve firm workflows and processes

What We’re Looking For :

About Us :

Karam Wealth Advisors is a client-focused financial planning firm with offices in Huntington Beach, CA and Franklin, TN. We serve a growing base of retirees, pre-retirees, and business owners with personalized planning and investment management. You’ll work directly alongside our CFP® founder who has over 15 years of experience, gaining exposure to high-quality client relationships and the full advisory process in a collaborative and supportive environment.