Associate Advisor
?? Location: Altamonte Springs, FL
?? Base Salary: $50,000
?? Total Potential Compensation: Up to $78,000

Overview
We are seeking a motivated and detail-oriented Associate Advisor to join our growing financial advisory team in Altamonte Springs. This role is ideal for someone looking to build a long-term career in wealth management while gaining hands-on experience alongside a primary advisor. The Associate Advisor will support client service, planning, investment management, and gradually transition into managing client relationships.

Key Responsibilities

Input and maintain client data in financial planning software

Gather and organize product and investment information

Prepare materials for portfolio review and client meetings

Assist the primary advisor with meeting preparation and follow-up

Attend select client meetings as a secondary advisor to:

Take detailed notes

Complete dictations and action items

Participate in:

Product wholesaler lunch & learns

Advisor Think Tank sessions

Investment Committee meetings

Learn and apply investment management and financial planning strategies

Maintain and service “servicing-only” client relationships

Manage the AOE process

Manage insurance cases and applications

Begin managing client relationships as experience grows

Qualifications & Skills

Strong organizational and time-management skills

High attention to detail and accuracy

Professional communication and interpersonal skills

Interest in financial planning, investments, and client advisory work

Ability to work collaboratively in a fast-paced, client-focused environment

Willingness to learn and grow into a client-facing advisory role

What We Offer

Competitive base salary with strong total compensation potential

Structured learning and professional development

Direct mentorship from experienced advisors

Exposure to investment strategy, financial planning, and client management

Long-term growth opportunities within the firm

How to Apply
If you’re eager to grow your career in financial advising and want to be part of a collaborative, forward-thinking team, we encourage you to apply.

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.