Associate Advisor

Location: Altamonte Springs, FL – Onsite


About the Role:
Support advisors and begin building client relationships while learning investment management strategies.

Key Responsibilities:

Input data into financial planning software

Gather product information and assist with portfolio review prep

Attend meetings as secondary advisor, take notes, and manage action items

Participate in investment committee meetings and advisor training

Maintain servicing-only clients and manage insurance cases/applications

Requirements:

Series 7 and 66 licenses required

Strong organizational and communication skills

Interest in investment management and financial planning

Benefits:

Health insurance after 60 days (50% employer-paid)

401(k) with 4% match after 90 days

PTO after 90 days

Career growth opportunities

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.