Talent.com
Associate Financial Advisor
Associate Financial AdvisorNPA WorldWide • Timonium, MD, US
No longer accepting applications
Associate Financial Advisor

Associate Financial Advisor

NPA WorldWide • Timonium, MD, US
18 days ago
Job type
  • Full-time
Job description

Job description :

Associate Financial Advisor (RIA / Wealth Management)

Timonium, MD (Hybrid)

Compensation : $80k-120k DOE with bonus potential

Please note : Motivated Registered Client Service Associates, Wealth Management Associates, etc., with interest in advancing to full advisor responsibilities (servicing existing accounts and / or building a personal book of business)are encouraged to apply.

Our client is a thriving, woman-owned boutique financial advisory practice that has been serving individuals and families for more than 20 years. The firm is seeking a motivated Associate Financial Advisor (experienced CSA or Wealth Associate) to join its small, dedicated, client-centered team.

The ideal candidate brings a fiduciary mindset, strong client relationship skills, and the drive to advance in a professional financial advisor career. This role offers the opportunity to serve a loyal client base while enjoying flexibility, career growth, and the support of a collaborative team.

Key Responsibilities of the Associate Financial Advisor :

  • Deliver comprehensive financial advice to individuals, families, and business owners
  • Manage and grow client relationships with care and integrity
  • Develop customized financial plans using planning software (e.g., eMoney, MoneyGuide)
  • Collaborate with the team to ensure a seamless client experience
  • Over time be able to :
  • Oversee investment strategies, risk management, tax planning, and estate planning coordination
  • Participate in client meetings, community events, and firm growth initiatives

Qualifications :

Qualifications of the Associate Financial Advisor :

  • Bachelors degree in Finance, Business, Economics, or a related field
  • Series 7, 63, and 65 licenses required
  • 3+ years of experience as a CSA or Private Client Wealth Associate, with interest in advancing to full advisor responsibilities (servicing existing accounts and / or building a personal book of business if desired)
  • Proven ability to build and maintain high-net-worth (HNW) client relationships
  • CFP designation preferred, or currently in progress, or strong interest in pursuing certification
  • Life / Health License, or ability to obtain within a set timeframe of hire
  • Proficiency with Albridge, Redtail CRM, MoneyGuidePro, eMoney, Wealthscape, or similar platforms is preferred
  • Excellent communication and interpersonal skills
  • Entrepreneurial spirit with a team-first mindset
  • Positive, proactive, and professional demeanor with strong emotional intelligence (EQ)
  • Commitment to continuous learning and to making a meaningful impact in clients lives

    • Why is This a Great Opportunity :

  • Boutique firm culture where your voice matters
  • Flexibility, autonomy, and no micromanagement (Hybrid, generous PTO, family first)
  • Tremendous professional and financial growth potential
  • Loyal client base with opportunities to strengthen relationships
  • Supportive, collaborative, and celebratory team environment
  • Competitive compensation with bonus potential

    • Salary Type : Annual Salary

    Salary Min : $ 80000

    Salary Max : $ 120000

    Currency Type : USD

    Create a job alert for this search

    Financial Advisor • Timonium, MD, US