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Associate Wealth Advisor
Strategic Wealth Alliance Group | Allentown, PA & Daytona Beach, FL
Full-Time | In Office
Estimated Compensation: $100,000–$165,000
Strategic Wealth Alliance Group is seeking a motivated, relationship-focused Associate Wealth Advisor to join our growing team.
Unlike many traditional advisor positions, this opportunity does not require you to build a practice entirely on your own. You’ll receive a competitive base salary, commission opportunities, access to established client relationships and firm-generated opportunities, and dedicated operational support, allowing you to focus on advising clients and growing your career.
Responsibilities would include: Conduct client reviews and financial-planning meetings, evaluate investment, retirement-income, insurance, and long-term planning needs, present appropriate financial strategies and recommendations, identify opportunities within existing client relationships, develop new business through referrals, seminars, and firm-provided opportunities, maintain accurate client records and follow-up activities, and follow all regulatory and compliance requirements.
Qualifications would include: Financial services, wealth management, insurance, or sales experience preferred, series 65 license, Pennsylvania Life and Health licenses preferred or willingness to obtain, CFP® certification or progress toward the designation is a plus, strong communication, relationship-building, and organizational skills, professional, self-motivated, and committed to exceptional client service.
Benefits would include: Base salary plus commission and performance incentives, health and dental insurance, 401(k), paid time off, professional development assistance, advancement opportunities, and collaborative operations and client-service support.