Associate Financial Advisor

Full Time: Associate Financial Advisor

Salary: $65,000 – $75,000 + performance-based incentives

Retirement by Design is a growing financial planning firm seeking a relationship-driven Associate Advisor to take ownership of a defined group of growing clients and play a key role in supporting firm growth.

This role is designed to create capacity for senior advisors to focus on clients who require more advanced planning and business development, while you ensure an exceptional client experience and identify opportunities to deepen and grow relationships.

Key Responsibilities

• Serve as the primary advisor for a portfolio of growing clients
• Conduct regular review meetings and maintain proactive communication
• Identify opportunities to expand existing relationships
• Cultivate client relationships that consistently result in qualified introductions to potential new clients
• Handle day-to-day client service requests efficiently and professionally
• Deliver a high-quality, relationship-focused client experience

What Success Looks Like

• All assigned clients are engaged in a consistent review process
• Strong client retention and satisfaction
• Growth in assets under management from both new and existing client relationships
• A steady flow of client introductions
• Growth-oriented mindset with a proactive approach
• Acts as a strong team player by collaborating effectively, supporting team initiatives, and contributing to a positive, high-performance culture

Qualifications

• 2+ years of experience in financial services or wealth management
• Mutual Funds license
• LLQP Insurance license
• Some financial planning knowledge a plan to obtain CFP designation
• Excellent relationship-building and communication skills
• High attention to detail and follow-through
• Ability to manage multiple client relationships independently

What We’re Looking For

This role is ideal for someone who enjoys building relationships, taking ownership, and growing within a firm. You should be someone clients trust quickly, who follows through consistently, and who looks for ways to deepen relationships—not just maintain them.

Why Join Us

We offer more than just a role—we provide a clear, structured career path designed to help you grow into a high-performing advisor.

Our firm follows a Two-Seat Advisor Model, giving you hands-on experience, mentorship, and a defined path for advancement. You’ll work alongside senior advisors, gradually increasing your responsibility, client exposure, and earning potential.

Throughout this path, you will:

• Build deep expertise in financial planning (FP) and client strategy
• Receive ongoing mentorship and coaching
• Develop both service and business development skills
• Be supported by a team structure that allows you to focus on your strengths

This model is designed to develop, retain, and reward advisors with a growth mindset, while delivering a high level of service to every client.