Associate Financial Advisor

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'r...