Associate Financial Advisor
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote
Compensation
$50,000-$100,000/year
Benefits
Career Development
Tuition/Education Assistance
Job Description
About Strategic People AdvisorsStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector.On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.Position OverviewThis role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.Key Responsibilities
- Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
- Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
- Manage existing client relationships, addressing daily operational inquiries with high professional standards.
- Collaborate with the team on local business development, group workshops, and educational marketing events.
- FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
- Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
- 1–3 years of experience in banking, insurance, or consultative client-facing sales.
- High coachability, strong active-listening skills, and a collaborative mindset.
- Competitive income/ plus performance-based bonuses and joint-work splits.
- Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
- $50,000.00 - $100,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
"This position operates on a professional hybrid schedule once initial training and licensing are completed."
For more information about our candidate process, visit us at https://www.strategicpeopleadvisors.com/.Powered by JazzHR
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FAQs About Associate Financial Advisor Jobs at Strategic People Advisors
What is the work location for this position at Strategic People Advisors?
This job at Strategic People Advisors is located in Allentown, PA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Strategic People Advisors?
Candidates can expect a pay range of $50,000 and $100,000 per year.
What employment applies to this position at Strategic People Advisors?
Strategic People Advisors lists this role as a Full-time position.
What experience level is required for this role at Strategic People Advisors?
Strategic People Advisors is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Strategic People Advisors for this role?
Strategic People Advisors offers following benefits: Career Development and Tuition/Education Assistance for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Strategic People Advisors?
You can apply for this role at Strategic People Advisors either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.