Associate Advisor - Catalyst Retirement Advisors
Quick Summary
We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients.
We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.
Responsibilities
~1 min read- →Bachelor’s degree in finance, business, or a related field.
- →Desire to earn CFP designation in 2-3 years
- →A minimum of 2 years of experience in the financial services industry.
- →Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
- →Strong knowledge of financial products, markets, and procedures.
- →Excellent communication and interpersonal skills.
- →Detail-oriented and able to multi-task in a fast-paced environment.
- →A passion for helping clients achieve their financial goals.
What We Offer
~1 min readLocation & Eligibility
Listing Details
- Posted
- August 11, 2026
- First seen
- September 29, 2026
- Last seen
- September 29, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 16%
- Scored at
- September 29, 2026
Signal breakdown
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