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Adams Wealth Advisors · 16 hours ago

Associate Financial Advisor (3-4 Years Experience)

Logan, UT

Full-time

Hybrid

Mid Level

$90K/yr - $110K/yr

3+ years exp

Adams Wealth Advisors is seeking an Associate Financial Advisor with 3–4 years of hands-on financial planning experience. The role involves supporting Advisors with client service, planning tasks, and project work while providing opportunities for mentorship and advancement within the company.

AdviceFinancial ServicesWealth Management

Responsibilities

Support Advisors with client service, planning tasks, and project work

Build reports and meeting materials; track action items and follow-ups

Participate in client meetings (in person + Zoom) and take detailed notes

Conduct direct client outreach under Advisor direction

Coordinate with planning on plan inspections, updates, and deliverables

Partner with operations on account openings, transfers, and service requests

Support business development materials and assist with social media efforts

Qualification

Financial planning experienceCFP® certificationPlanning software proficiencyExcel proficiencyOrganizedInterpersonal skillsPresentation skillsWriting skillsDetail-oriented