Associate Financial Advisor
ClearTrust Wealth Advisors, Franklin, TN, United States
Job Title: Associate Financial AdvisorPosition Overview We are a boutique wealth management firm serving a select group of ultra-high-net-worth individuals and families. We are seeking an Associate Financial Advisor to join our team and support the delivery of thoughtful, highly customized financial advice.
This role is designed for an emerging advisor who is technically strong, detail-oriented, and committed to developing into a lead advisor over time. The Associate Advisor will work closely with senior advisors to support client relationships, prepare financial plans, and ensure a seamless, high-touch client experience.
This is a W-2 position offering a competitive salary, performance-based bonus, and full benefits package.
Key Responsibilities Client Relationship Support
Partner with senior advisors to service ultra-high-net-worth client relationships
Participate in client meetings and ensure a polished, well-prepared experience
Manage follow-up communication and ongoing client service needs with precision and discretion
Financial Planning & Analysis
Prepare and update comprehensive financial plans, including retirement, cash flow, tax, and estate considerations
Gather, organize, and analyze client data to support planning recommendations
Utilize financial planning software to model scenarios and present clear insights
Investment & Wealth Management Support
Learn and apply the firm’s investment philosophy and portfolio construction approach
Assist with portfolio reviews, asset allocation analysis, and implementation of investment strategies
Support investment research and due diligence efforts as needed
Implementation & Coordination
Execute account openings, transfers, and money movement requests
Coordinate with custodians and internal operations to ensure timely and accurate execution
Maintain detailed and accurate client records within CRM systems
Professional Development
Adopt and internalize the firm’s wealth management process and client service standards
Pursue relevant licensing and designations (e.g., Series 65/66, CFP®)
Progress toward increased responsibility in managing client relationships over time
Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field
1–4+ years of experience in wealth management, financial planning, or a related role
Strong analytical and problem-solving skills with high attention to detail
Excellent communication skills and a professional, client-facing presence
Ability to manage multiple priorities in a fast-paced, high-touch environment
Preferred:
Series 7 & 66 license, or willingness to obtain within a defined timeframe
Experience working with high-net-worth or ultra-high-net-worth clients
Familiarity with financial planning software and CRM systems
Compensation & Benefits
Competitive base salary (W-2)
Performance-based bonus
Comprehensive health, dental, and vision insurance
Retirement plan with employer contribution
Paid time off and holidays
Support for professional development and continuing education
Career Path This role offers a clear path toward becoming a Lead Financial Advisor within the firm. The position is ideal for someone seeking long-term growth in a boutique environment that emphasizes deep client relationships, technical excellence, and a disciplined approach to wealth management.
About Our Firm We are a relationship-driven boutique RIA focused on delivering customized financial planning and investment management to a limited number of clients. Our approach emphasizes discretion, precision, and a commitment to excellence in every aspect of the client experience.
This role is designed for an emerging advisor who is technically strong, detail-oriented, and committed to developing into a lead advisor over time. The Associate Advisor will work closely with senior advisors to support client relationships, prepare financial plans, and ensure a seamless, high-touch client experience.
This is a W-2 position offering a competitive salary, performance-based bonus, and full benefits package.
Key Responsibilities Client Relationship Support
Partner with senior advisors to service ultra-high-net-worth client relationships
Participate in client meetings and ensure a polished, well-prepared experience
Manage follow-up communication and ongoing client service needs with precision and discretion
Financial Planning & Analysis
Prepare and update comprehensive financial plans, including retirement, cash flow, tax, and estate considerations
Gather, organize, and analyze client data to support planning recommendations
Utilize financial planning software to model scenarios and present clear insights
Investment & Wealth Management Support
Learn and apply the firm’s investment philosophy and portfolio construction approach
Assist with portfolio reviews, asset allocation analysis, and implementation of investment strategies
Support investment research and due diligence efforts as needed
Implementation & Coordination
Execute account openings, transfers, and money movement requests
Coordinate with custodians and internal operations to ensure timely and accurate execution
Maintain detailed and accurate client records within CRM systems
Professional Development
Adopt and internalize the firm’s wealth management process and client service standards
Pursue relevant licensing and designations (e.g., Series 65/66, CFP®)
Progress toward increased responsibility in managing client relationships over time
Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field
1–4+ years of experience in wealth management, financial planning, or a related role
Strong analytical and problem-solving skills with high attention to detail
Excellent communication skills and a professional, client-facing presence
Ability to manage multiple priorities in a fast-paced, high-touch environment
Preferred:
Series 7 & 66 license, or willingness to obtain within a defined timeframe
Experience working with high-net-worth or ultra-high-net-worth clients
Familiarity with financial planning software and CRM systems
Compensation & Benefits
Competitive base salary (W-2)
Performance-based bonus
Comprehensive health, dental, and vision insurance
Retirement plan with employer contribution
Paid time off and holidays
Support for professional development and continuing education
Career Path This role offers a clear path toward becoming a Lead Financial Advisor within the firm. The position is ideal for someone seeking long-term growth in a boutique environment that emphasizes deep client relationships, technical excellence, and a disciplined approach to wealth management.
About Our Firm We are a relationship-driven boutique RIA focused on delivering customized financial planning and investment management to a limited number of clients. Our approach emphasizes discretion, precision, and a commitment to excellence in every aspect of the client experience.