ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally small, highly relationship-driven, and built almost entirely through client and professional referrals rather than advertising or public marketing.
We are seeking an experienced, highly ethical, intellectually curious Associate Advisor who can step into a trusted role and relieve the firm principal of at least one significant dimension of the practice. Depending on the candidate's background, this role could emphasize financial planning, tax planning and preparation, divorce financial analysis, investment operations, client service, or brokerage/advisory account support.
This position is permanently remote. This position is open to candidates in Pacific or Mountain time zones.
Benefits:
Primary Duties:
Qualifications :
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an equal opportunity employer.
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