Associate Wealth Manager, CFP® certified, Financial Planning & Technical Support

We are seeking a high-capacity, client-capable professional to join a large advisory team in a hybrid role spanning client relationship management, financial planning support, and business development execution. This individual will work closely with senior advisors while also engaging directly with clients, managing responsibilities independently, and contributing meaningfully to the growth of the practice.

The ideal candidate is CFP® certified (or actively pursuing certification), comfortable in client-facing settings, and motivated to take ownership of both advisory execution and strategic growth initiatives. This role offers long-term career development opportunities, including a potential pathway toward a Financial Advisor role, though advancement into a lead advisory seat is not mandatory