Associate Financial Advisor

About the role

ASL Financial, LLC is seeking an experienced, highly ethical Associate Financial Advisor to support the firm principal across financial planning, tax, investment operations, and client service. The role is permanently remote and open to candidates in Pacific or Mountain time zones.

Key responsibilities

• Provide financial planning and advanced planning support using NaviPlan.
• Assist with tax planning and preparation.
• Support investment operations and brokerage activities.
• Cultivate and maintain strong client relationships.
• Stay informed on market trends and regulatory changes.

Required profile

• Minimum 3 years of experience in financial planning, wealth management, tax preparation, estate planning, divorce financial analysis, or brokerage operations.
• Strong communication, work ethic, attention to detail, and time‑management skills.
• Ability to work independently from a professional home office.

Required skills

• Proficiency with financial planning software (e.g., NaviPlan).
• Ability to quickly learn new concepts and software packages.

What we offer

• Starting salary $90,000‑$120,000 based on experience and credentials.
• 401(k) plan after one year.
• Mentorship, learning opportunities, and firm‑sponsored CFP preparation course.
• Professional growth in a relationship‑driven boutique environment.