Associate Financial Advisor

Salary Range: $90,000 - $110,000 base (commensurate with experience) + 100% employer funded benefits

In-Office

We’re an independent Registered Investment Advisor wealth management firm experiencing strong, intentional growth and are continuing to build a collaborative, relationship-first team. Our team approach is grounded in comprehensive financial planning, and long-term client relationships

We are seeking an Associate Financial Advisor to join our growing advisory team. This role is designed for an experienced, client-centric professional who enjoys being deeply involved in client relationships, planning execution, and service delivery - without immediate pressure to prospect or build a book.

This is a relationship-oriented service advisor role, with the opportunity to gradually assume primary ownership of client relationships over time. The position offers flexibility in long-term career path: some individuals may grow into a lead advisor role, while others may choose to remain a highly compensated, planning- and service-focused advisor long term.

• Serve as a primary point of contact for a group of clients
• Manage day-to-day client needs, service requests, and follow-up
• Coordinate reviews, scheduling, and ongoing communication
• Ensure clients receive timely, thoughtful, and consistent service
• Prepare for and participate in client meetings
• Assist with financial planning updates, analysis, and implementation
• Maintain meeting notes, action items, and workflows in firm systems
• Gradually take on more independent planning responsibilities over time
• Work closely with Advisors, Operations, and Portfolio team members
• Handle account openings, transfers, and client paperwork accurately
• Support implementation of planning recommendations
• Help identify ways to improve processes and the client experience

• 4+ years of experience in wealth management or financial planning
• Client-facing experience and strong communication skills
• Organized, reliable, and comfortable owning responsibility
• Team-oriented mindset — willing to help wherever needed
• Experience with eMoney, Fidelity Wealthscape, or Holistiplan is a plus

CFP® professional associate role with defined advisor-track progression. Compensation reflects current responsibility, with clear upside tied to readiness and expanded client ownership.

• Base salary
  : $90,000–$110,000, commensurate with experience and role scope.
• Salary progression to be laid out in line with development path.
• Incentive Compensation: additional incentive compensation equal to ~10% of base salary for on target performance and attainment of team and personal goals
• Full employer paid medical, dental, short term disability, long term disability, and life insurance benefits
• Ongoing professional development and continuing education support
• Paid vacation and flexible personal day policy, including remote work as needed

At Gainline, we believe lasting financial success is built on clarity, trust, and a long-term perspective. As a fiduciary firm, we provide personalized, fee-based financial planning that simplifies decisions, reduces complexity, and aligns wealth with what matters most to clients. Joining our team means working collaboratively in a supportive environment where your expertise directly impacts families’ lives, multi-generational planning is valued, and thoughtful, service-focused client relationships are at the heart of everything we do.

We prioritize professional growth, meaningful work, and a culture of integrity, making Gainline a place where you can grow your career while making a tangible difference.