Financial Advisor Associate

3 days ago


Satellite Beach, Florida, United States BUCKINGHAM STRATEGIC WEALTH LLC Full time

At Buckingham Strategic Wealth LLC, we are seeking a highly motivated and skilled Financial Advisor Associate to join our team.

The estimated salary for this position is $70,000 - $80,000 per year, depending on experience. We offer a competitive benefits package, including up to 100% medical and dental insurance premiums, life, long-term disability, and accidental death insurance policies.

Job Description

This role involves working closely with experienced advisors to deliver comprehensive financial planning services to clients. Key responsibilities include:

  • Developing a mastery of our evidence-based investment philosophy
  • Serving as a resource for other team members
  • Creating personalized investment plans using Money Guide Elite, Orion, and Holistiplan
  • Determining asset allocation based on client needs and risk tolerance

We are looking for an individual with a strong educational background and relevant experience in the financial services industry. The ideal candidate will possess excellent communication skills and be able to work effectively in a team environment.

Buckingham Strategic Wealth LLC offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, please submit your application.



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