Associate Wealth Advisor

Position Overview: At Premier Path, we believe great financial advice starts with great relationships — both with our clients and within our team. As our firm continues to grow, we are seeking an experienced Associate Wealth Advisor, holding a CFP or equivalent designation, who is passionate about delivering exceptional client service, building meaningful long-term relationships, and helping families navigate important financial decisions with confidence. This is more than a traditional advisory role. It’s an opportunity to become an integral part of a fast-growing, entrepreneurial wealth management firm where your voice, ideas, and contributions will directly impact the future of the business. We are looking for someone who thrives in a collaborative, fast-paced environment, embraces responsibility, and is energized by the opportunity to grow alongside the firm.

What You’ll Do: Serve as a trusted advisor and primary point of contact for assigned clients. Lead client relationships from planning through implementation. Develop and present comprehensive financial plans. Provide guidance on retirement, estate, tax, risk management, and philanthropic planning. Manage investment portfolios aligned with client goals and risk tolerance. Collaborate closely with advisors and team members across the business. Support investment management, planning technology, reporting, and strategic initiatives. Why This Role Stands OutDefined pathway to the Financial Advisor track. Full support for professional development. Mentorship and real-world exposure—not just “behind-the-scenes” work. Opportunity to grow in a high-performance, team-driven environment

Benefits & Perks: We believe in investing in our people and supporting both professional and personal well-being through a comprehensive benefits package. Medical, dental, and vision coverage, including HSA/FSA and telehealth options.401(k) with a 3% company match.3–5 weeks of paid time off plus a full holiday schedule. Pooled work-from-home days. Summer Fridays with early office closure. Education assistance and support for professional designations. Premier Path Wealth Partners is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws.