Found Description
At PrimeWealth, we are looking for an Associate Financial Advisor who is passionate about financial planning, enjoys working closely with clients, and aspires to grow into a Lead Advisor role over time. This position is ideal for someone with 1-2 years of experience in wealth management, financial planning, or investment advisory who is looking for a structured learning environment and a clear path for professional growth. What you'll do: • Work closely with senior advisors and support them in managing client relationships • Participate in financial planning discussions and client meetings • Assist in preparing financial plans, investment recommendations, and review reports • Coordinate with internal teams to ensure timely execution and exceptional client service • Develop the technical expertise and advisory skills required to eventually lead client relationships independently What we're looking for: • 1–2 years of experience in wealth management, financial planning, investment adviso...