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507 associate financial advisor jobs at 143 companies in United States

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Associate Financial Advisor
The Woodlands, Texas, United States
$70k-$90k/yr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
2+ YOEFull-time Associate Financial Advisor with 2+ years wealth management, 4-year degree, Series 65, CFP preferred.
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4w
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Financial Advisor Associate
Atlanta, Georgia, United States
OnsiteFull Time
Synovus
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
2+ YOEBachelor's in Finance/Economics/Marketing/Communications or equivalent; 1 year as a Wholesale Associate; 2 years customer service in financial services; proficient with CRM and Microsoft Word/Excel/PowerPoint; strong analytical and communication skills.
Client Relationship Management (CRM), Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Financial Advisor Associate
Santa Rosa, California, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
5+ YOEProven success in establishing rapport with clients; in-depth knowledge of financial services and investment portfolios; ethical integrity.
Microsoft 365
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Associate Financial Advisor
Phoenix, Arizona, United States
$65k-$85k/yr RemoteFull Time
Endeavor Advisors
Endeavor Advisors: Independent financial planning and investment advisory firm.
2+ YOE2-5 years in financial planning; strong communication; CFP exam passed preferred; experience with RightCapital and Dimensional Funds a plus.
RightCapital, CRM, Dimensional Funds
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Associate Financial Advisor
Edmonds, Washington, United States
$82k-$137k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOEBachelor’s degree, 2+ years client experience in financial services, FINRA Series 7 and 66 (or 63/65), onsite in Edmonds, WA.
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Financial Advisor Associate
Santa Rosa, California, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
5+ YOEBachelor’s degree or equivalent; 5+ years financial services/brokerage; Series 7 and 63/66; proficient in Microsoft 365; strong client service and regulatory knowledge.
Microsoft 365
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Associate Financial Advisor
Cambridge, Ohio, United States
OnsiteFull Time
Peoples Bank
Peoples BankNASDAQ: PEBO: Provides commercial and retail banking, insurance, and investment services.
1+ YOEFour year degree and/or professional designation; FINRA licenses; 1+ year financial services experience; ability to travel between branches; strong client service and relationship skills.
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2w
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Associate Financial Advisor
Indianapolis, Indiana, United States
OnsiteFull Time
Artistry Wealth: Artistry Wealth provides holistic financial planning and investment management.
1+ YOE1+ year client-service or financial services experience; bachelor’s degree preferred; progress toward SIE/Series/CFP encouraged; strong client service, communication, attention to detail, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Redtail, Holistiplan, Wealthbox
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Associate Financial Advisor
Jackson, Michigan, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEBachelor's degree required; 1+ years financial services experience preferred. Requires securities licensing (SIE, Series 7, Series 63/65/66 as state-required), CRM and Microsoft Office proficiency, client service and trading support skills.
Client Relationship Management (CRM) software, Managed account platforms, financial planning software, Microsoft Office Suite, Microsoft Excel
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Associate Financial Advisor
Springfield or South Burlington
$80k-$100k/yr HybridFull Time
Berger Financial Group
Berger Financial Group: A financial services firm offering financial planning, portfolio management, and tax services.
2+ YOE2+ years financial services experience; Series 65 or CFP required; strong Microsoft Office, Salesforce; client communication, organization, and problem-solving skills.
Microsoft Office Suite, Salesforce, eMoney
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Associate Financial Advisor
Medford, Oregon, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
0.5+ YOE6+ months customer service/sales experience, SIE completed, FINRA licenses and state insurance licenses required/obtainable; must meet regulatory background and financial fitness standards.
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Financial Advisor Associate- Manhattan
New York, New York, United States
$67k-$99k/yr OnsiteFull Time
TD Bank
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
1+ YOEProvides fiduciary financial advice, develops and manages client relationships, requires SIE & Series 7, L&H and Series 66 (or ability to obtain), bachelor’s preferred, 1+ years in financial services.
SalesForce, Money Guide Pro
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Associate Financial Advisor
Portland, Oregon, United States
OnsiteFull Time
Moss Adams
Moss Adams: Provides accounting, tax, and consulting services to middle-market businesses.
3+ YOEBachelor's degree required; 3+ years of wealth management or investment advisory experience; Series 65 preferred (or willing to obtain within 180 days); CFP preferred; experience with CRM, portfolio accounting/rebalancing/financial planning software; strong communication and organizational skills.
CRM, Portfolio Accounting, Rebalancing, Financial Planning software
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Associate Financial Advisor
Denver, Colorado, United States
$60k-$120k/yr OnsiteFull Time
Wisepath Financial Group
Wisepath Financial Group: Providing personalized wealth management and comprehensive estate planning services.
1+ YOEFINRA Series 7 and 66 (or Series 6 and 63) preferred; state life & health insurance license required or within 30 days; 1–3 years in banking/insurance/consultative sales; high coachability and strong listening skills.
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Financial Advisor Associate
Honolulu, Hawaii, United States
$45k-$77k/yr OnsiteFull Time
Bank of Hawaii
Bank of HawaiiNYSE: BOH: Provides personal and commercial banking services in the Pacific region.
2+ YOEBachelor's degree (or equiv. experience), FINRA Series 7/63 and Series 65 or 66, Hawaii Life/Accident/Health license, 2+ years brokerage experience, Microsoft Office proficiency, valid driver's license; CFP preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, BLUE360
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Associate Financial Advisor
Crestview, Florida, United States
OnsiteFull Time
Hancock Whitney
Hancock WhitneyNasdaq: HWC: Provides regional banking, lending, and investment management services.
1+ YOEBachelor's degree; 1 year related experience; FINRA licenses within first year; Life/Health license within 90 days; travel required.
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Associate Financial Advisor
Rexburg or Rigby or Idaho Falls or Meridian
$60k/yr OnsiteFull Time
Beehive Federal Credit Union
Beehive Federal Credit Union: Provides banking and financial services to credit union members.
2+ YOERequires SIE, Series 7, Series 63, life insurance license; 2+ years related experience; ability to be SEC-registered; strong communication, compliance, and client service skills.
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3w
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Associate Financial Advisor
Wausau, Wisconsin, United States
OnsiteFull Time
Nicolet National Bank
Nicolet National BankNYSE: NIC: A regional bank providing commercial and personal banking services.
0+ YOEBachelor's degree in business-related field required; complete SIE, insurance exam, and Series 65 and/or 7/66 within 90 days; 0–2 years industry experience; strong Excel and Microsoft Office skills; Salesforce/portfolio system experience; strong communication and confidentiality.
Salesforce, Orion, Envestnet, Microsoft Office, Microsoft Excel, PC, phone system
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Associate Financial Advisor
Greensburg or South Greensburg
OnsiteFull Time
F.N.B. Corporation
F.N.B. CorporationNYSE: FNB: Provides commercial and consumer banking, wealth management, and insurance services.
3+ YOEBachelor's degree, 3+ years related experience, life/health and FINRA Series licenses (7, 63, 65 or S66), MS Office (Excel intermediate), strong communication, project management, and investment industry experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Associate Financial Advisor
Phoenix, Arizona, United States
OnsiteFull Time
Baird
Baird: Global employee-owned firm providing wealth management and investment banking.
3+ YOEUndergraduate degree in finance/accounting/economics, SIE and Series 7 (with 66 or 63/65), 3+ years client-facing investment experience, pursue advanced designations (CFP/CPWA/JD), strong presentation and communication skills.
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