Associate Financial Advisor

Associate Financial Advisor (Hybrid or remote)

Location: Latham, NY

Schedule: Full-time | Hybrid (2 days in-office, 3 days remote)

We are an established, financial planning firm with over 100 years of combined experience,

providing integrated, personalized solutions to help affluent business owners, professionals,

and retirees achieve clarity and peace of mind in their financial lives.

As an Associate Financial Advisor, you’ll support senior advisors through client onboarding,

plan preparation, and review management. You’ll play a key role in ensuring every client

receives the exceptional service, attention to detail, and personalized guidance our firm is

known for.

Key Responsibilities:

● Serve as a professional point of contact for clients, ensuring exceptional service and

communication.

● Manage new client onboarding, including gathering personal data from clients and

preparing and submitting account opening documents.

● Oversee account transfers and maintain accurate client data across systems, including

eMoney.

● Prepare and organize client review materials—reports, summaries, briefs and financial

updates—well in advance of meetings.

● Update and verify client financial information to ensure each review reflects a complete

and accurate financial picture.

● Maintain and troubleshoot eMoney connections, ensuring all account integrations remain

current.

● Track onboarding progress, review schedules, and RMDs using firm systems and logs to

ensure timely completion.

● Collaborate with advisors and operations to improve internal processes and deliver an

exceptional client experience.

What We Offer:

● $70,000–$100,000 base salary (depending on experience and licensing)

● Hybrid schedule: 2 days in-office (Latham, NY) + 3 days remote (we’re open to fully remote for the right person)

● Employer-funded retirement plan after 2 years

● Health insurance

● Ongoing education, licensing, and professional development support

● Opportunities for bonus’s

● Career growth path toward Senior Advisor role

Qualifications

● Bachelor’s degree and 2+ years of financial services or financial planning experience

● Familiarity with eMoney or similar financial planning software

● Strong attention to detail, computer skills, self motivated and client service orientation

● FINRA Series 7, 63, 65/66, and Life/Health license preferred (or willingness to obtain)

Join a firm built on trust, passion, accountability, and innovation–and help clients achieve

financial peace of mind for generations to come.