Associate Financial Advisor — Established Book, Growth Path

The Vantage Talent Group is seeking an Associate Advisor to take ownership of an established mid-market client portfolio. You will build trusted client relationships, deliver comprehensive financial planning, and help clients reach long-term goals without cold-calling or building a book from scratch.

In this role, you will work with an advisory team to provide planning-first advice across investments, retirement, and wealth management, while growing existing relationships and ensuring an