Associate Financial Advisor

Description

Position – Associate, Financial Advisor Firm – Gainline Financial Partners Location – Louisville, CO Salary – $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.

• Client Relationships & Service – 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.
• Planning & Advisor Support – 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.
• Execution & Implementation – Handle account openings, transfers, and client paperwork accurately; support implementation of planning recommendations; help identify ways to improve processes and the client experience.

• CFP® designation (or strong planning 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.

• 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.
• 401(k) plan.
• 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.