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Associate Financial Advisor

innovative wealth teamArlington, VASenior L5

$50,000–$70,000

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
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Associate Financial Advisor | Wealth Management & Financial Planning Osaic Innovative Wealth Team (IWT)100% Remote | Full-Time W-2 | $50,000–$70,000 Base + Quarterly Bonus + Benefits Love working with clients and helping them achieve their financial goals, but NOT interested in prospecting or building your own book of business? We should talk! We're growing, and we're looking for a motivated Associate Financial Advisor who enjoys financial planning, building relationships, and helping clients make smart financial decisions. Here's the best part: No prospecting. No cold calling. No pressure to bring in new clients. We've already got the clients! We need the right person to help us take great care of them. At Osaic Innovative Wealth Team (IWT), you'll take ownership of an established group of client relationships, providing financial planning, investment guidance, and ongoing wealth management services. As our firm continues to grow through advisor acquisitions and succession partnerships, so will your opportunities. We're looking for someone who's knowledgeable, personable, professional, and genuinely enjoys working with clients. If you like solving problems, building relationships, and being part of a team that works hard but also knows how to have fun, you'll fit right in. Why You'll Love Working With UsNo Sales Pressure or Prospecting: Focus on serving clients and providing financial advice, not finding your next lead.100% Remote: Work from wherever you call home in the United States while staying connected to a supportive, collaborative team. Established Client Relationships: Manage your own assigned group of clients, with additional relationships coming as our business grows. Great People, Great Culture: Join a team of financial advisors and support professionals who enjoy working together, sharing ideas, and helping each other succeed.
Competitive Pay & Benefits: $50,000–$70,000 base salary, quarterly bonus opportunities, and a comprehensive benefits package. Room to Grow: Build your career, develop your financial planning expertise, and take on additional client relationships as our firm expands. Make a Real Difference: Help individuals and families navigate important financial decisions and achieve their long-term goals.
What You'll Be Doing: This is a hands-on, client-facing advisory role where you'll be responsible for managing and strengthening your own assigned client relationships. Serve as the primary financial advisor for an assigned group of existing clients. Build lasting relationships through proactive communication, regular reviews, and personalized financial advice. Provide financial planning and investment guidance tailored to each client's needs, goals, and circumstances. Help clients navigate retirement planning, investment strategies, income needs, and other wealth management decisions. Welcome and establish relationships with new clients joining IWT through advisor acquisitions and succession partnerships. Identify opportunities to enhance client relationships through additional financial planning and wealth management services. Collaborate with our financial advisors and operations team to deliver an exceptional client experience. Maintain accurate client records, respond promptly to service needs, and ensure compliance with applicable regulatory requirements.
What We're Looking For: We're looking for more than someone who understands investments and financial planning. We want someone who enjoys people, communicates well, takes ownership of their client relationships, and brings a positive attitude to work every day. You'll need: Active FINRA Series 7 and Series 66 licenses (or Series 7 with Series 63 and 65).At least two years of experience in a client-facing financial services role. At least one year of experience in financial planning, investment advice, or wealth management. Strong understanding of investment products, retirement planning, and financial planning fundamentals. Excellent communication, relationship management, and organizational skills. Bachelor's degree or equivalent relevant experience. The ability to work independently while staying actively engaged with a remote team.
Preferred: CFP® certification or progress toward earning the designation. Experience with financial planning software, portfolio management platforms, and CRM systems. Just as important: You're confident speaking with clients, comfortable leading meetings, responsive, dependable, and someone people genuinely enjoy working with.
Compensation & Benefits
Base Salary: $50,000–$70,000, based on experience
Bonus: Quarterly performance-based bonus opportunity
Employment: Full-time, W-2 employee
Location: Fully remote, United States
Benefits:
  • Comprehensive employee benefits package, including medical, dental, vision, 401(k) with employer matching, and paid time off
  • Professional Development: Support for earning the CFP® certification and ongoing professional education
  • Career Growth: Opportunities to manage additional client relationships and advance as our business grows
Learn more about Osaic's benefits: https://careers.osaic.com/Creative/BenefitsReady for Something Different? If you're a financial advisor who loves working with clients but wants to spend less time worrying about where your next client is coming from and more time doing what you do best, we'd love to hear from you. We're growing, we're collaborative, and we believe being a financial advisor should be both rewarding and enjoyable. Come grow with us at Osaic Innovative Wealth Team!

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