Associate Financial Advisor

Associate Financial Advisor – Financial Services Firm
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Location: Belmont, NC (On-site, Full-time)Work Environment: On-siteRole SummaryWe're hiring an Associate Financial Advisor on behalf of our client — a growing wealth management firm based in Belmont, NC. This is not a typical entry-level advisor role: rather than spending years prospecting and waiting for a book of business, this advisor will immediately begin servicing an existing group of client relationships. Reporting to and working alongside the firm's senior advisors, this person will take on real client responsibility from day one while building the technical and relationship skills to grow within the firm.Core ResponsibilitiesTake ownership of a segment of the firm's existing client relationships and deliver an excellent client experienceWork alongside experienced advisors, gradually assuming greater responsibilityMeet with clients to understand their goals and help deliver thoughtful financial planning and investment adviceManage day-to-day client needs while deepening relationships over timeIdentify and act on cross-sell opportunities, including annuity reviews, long-term care, life insurance, and brokerage solutionsCollaborate with the broader advisory team to deliver well-rounded client solutionsContinue developing technical, planning, and relationship-management skillsCandidate Profile3+ years of experience in financial advising, wealth management, financial planning, or a related client-facing roleComfortable taking ownership and being coached rather than arriving with a fixed approachA natural relationship-builder who wants to grow a long-term career providing client service, rather than a business-development-focused pathSeries 65 or 66 required; CFP or CPA credentials are a strong plusLife and health licensing preferred but not required xzbcwsv Compensation and BenefitsBase salary of approximately $80,000 to $95,000, depending on experienceCommission incentives, with on-target total compensation around $110,000Meaningful long-term earning potential as client relationships and responsibilities grow401(k) planWork Environment and CultureThis is a full-time, on-site role based in Belmont, NC. Our client values direct client relationships, accountability, and long-term service over aggressive sales targets, and offers a clear path for advisors who want to build a lasting career providing excellent service to an established client base.