Job Description

Job Description About the Role: We are seeking a high-potential individual to join a growing financial advisory practice. This is a unique, fast-track opportunity designed for someone early in their career who wants to become a full-fledged financial advisor. You'll start in an administrative and support role, working closely with our Lead Associate (Mak) and the Principal Advisor, and grow into a client-facing Relationship Manager and Internal Advisor within 12-18 months. Who We're Looking For: You're someone who:

• Is driven, detail-oriented, and eager to grow a long-term career in financial planning.
• Ideally has experience (e.g., Schwab, Edward Jones) but wants to make a bigger impact in a boutique, client-focused environment.
• Wants mentorship, structure, and a clear path toward becoming a lead advisor.

Key Responsibilities (Initial Phase):

• Assist with client service and administrative duties, including answering phones and managing internal tasks.
• Support Lead Associate in day-to-day operations and workflow management.
• Help gather and input client data, collect documentation, and prepare financial plans using eMoney.
• Coordinate internally with the Principal Advisor to support ongoing client relationships.
• Learn and manage the CRM system (Redtail) and financial planning tools.
• Assist with

Growth Responsibilities (Year 1 and Beyond):

• Transition into a Relationship Manager and Internal Advisor role.
• Participate in client meetings and eventually lead client reviews.
• Assist in the creation, presentation, and management of financial plans.
• Help onboard new clients and support the movement of assets and revenue growth initiatives.

Why Join Us? This role is designed for someone who wants to be part of a collaborative, growth-minded firm. You'll receive hands-on mentorship, clear performance goals, and the ability to develop deep relationships with clients. If you're ready to build a meaningful career and grow into a full advisory role, we want to talk to you. Requirements Qualifications:

• Bachelor's degree in Financial Planning, Finance, Business, or related field (preferred).
• Series 65 or 66 license (required).
• Life/Health Insurance License (required).
• FINRA Series 7 or Series 6 (preferred, not required).
• 1-3 years of experience in a financial services firm or similar environment.
• Familiarity with eMoney (strongly preferred) or relatable financial planning software.
• CRM experience with Redtail (preferred, can be trained) or relatable CRM such as Salesforce.

Benefits Compensation & Benefits:

• Competitive base salary (commensurate with experience).
• Performance-based bonus structure (aligned with individual and firm growth targets).
• Dental, Vision and Health insurance coverage (same plan as current team members).
• Future access to a 401(k) plan (planned, no match at launch). GHI Staffing Solutions

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