Associate Financial Advisor

Overview

This role supports entrepreneurs who built America’s most successful businesses from nothing. Instead of managing portfolios, you will act as a strategic partner—helping navigate complex wealth, coordinating teams of professional advisors, and delivering insights that drive real outcomes.

You will work alongside an Advisor, Lead Advisor, and Senior Advisor to manage Fractional Family Office services for clients who expect excellence. Training and ongoing support are provided to help you develop credibility through the quality of your thinking, confidence in your delivery, and the ability to tell clients what they need to hear.

Responsibilities

• Navigate complex family wealth dynamics.
• Coordinate professional advisors, including attorneys, CPAs, and business managers.
• Manage competing priorities across personal wealth and active businesses.
• Develop and apply advanced planning strategies, including:
  • Irrevocable trust structures
  • Qualified Small Business Stock (QSBS) elections
  • Entity optimization
  • Wealth transfer techniques
• Build technical expertise to support client meetings, including explaining concepts and citing relevant IRC sections.
• Deliver insights with clarity and confidence in discussions with entrepreneurs and professionals.
• Contribute to work that has a direct impact on entrepreneurs’ lives.
• Focus on serving trusted client needs rather than cold-calling or chasing AUM.

Qualifications

• Bachelor’s degree, preferably in finance, economics, accounting, or a related field.
• 1–2 years of financial services experience, ideally in an advisory or client-facing capacity.
• Current enrollment in or completion of CFP® program preferred.
• Must reside in the continental United States, excluding CA.

Required Skills

• Gravitas: Command respect in (virtual) meetings; communicate clearly and confidently; be viewed as a peer by clients, attorneys, and CPAs.
• Intellectual Firepower: Curiosity for complex problems; fast synthesis of information; strong questioning and pattern recognition.
• Grit: Handle hard tasks and obstacles effectively; respond to feedback constructively.
• Entrepreneurial Spirit: Understand what drives entrepreneurs and contribute to their success.
• Extreme Ownership: Take responsibility for problems and see them through.
• Technical Nerd: Strong interest in the Internal Revenue Code and developing expertise in irrevocable trusts, advanced entity planning, QSBS strategies, and wealth transfer techniques.
• Desire to Be Great: Commitment to coaching, continuous improvement, and pushing beyond comfort zones.

Preferred Qualifications

• Interested in being tested by sophisticated clients who push for improvement.
• Motivation to do difficult work well.
• Eagerness to learn from an elite team that invests in development.
• Alignment with transparent, comprehensive planning where clients pay a fixed monthly fee for real value.
• Preference for delivering exceptional results rather than building a personal book of business.
• Maturity and presence to work effectively with highly successful clients at all stages of their career.

Compensation & Benefits

• $80,000 per year, structured as $65,000 base salary plus a performance bonus, paid semi-annually.
• Career path with potential to earn six figures within 12 months for top performers.
• Benefits package including:
  • Fully subsidized healthcare for employees
  • 401(k)-matching program
  • Employee Stock Ownership Plan at no cost to you

Location

• Must reside in the continental United States, excluding CA.