Associate Advisor

Overview

We are looking to hire a CFP® professional with 2–5 years of financial planning industry experience. This role is meant to be the first step towards becoming a Lead Advisor within 3 years, as you gradually grow more comfortable & confident onboarding & taking care of Drucker Wealth Clients.

This is a high-impact associate role: you’ll learn how to build out financial plans, handle meeting prep/agendas/follow up, deliver financial advice, and you’ll gain the mentorship and exposure needed to lead relationships at Drucker Wealth in short order.

While the ramp up time towards becoming a Lead Advisor is (in part) based on your experience/knowledge, this is not a “forever in the support chair” role: We WANT this person to be ready to take on client relationships as soon as possible, that’s a win all around!

If you thrive in a collaborative, process-driven environment and aspire to provide meaningful financial advice & a proactive/excellent client experience to a growing number of clients, we want to meet you.

This is a full-time and entirely remote W-2 position.

Who You Are

• CFP® professional or Candidate
• 2-5 years of support experience in Financial Planning (or coming out of a Financial Planning Program)
• Comfortable in client-facing settings, with strong communication and listening skills
• Skilled at working within structured processes and workflows
• Deeply interested in learning tax & estate planning, and complex planning topics
• Detail-oriented and organized, able to manage multiple follow-ups and open loops
• Familiar with industry software (Right Capital, Orion, Altruist, Fidelity etc.) or eager to learn
• Thrives in a team-first, “no job too small” environment
• Continuous learner; desire to relentlessly improve our processes & always thinking “what’s next?”
• Naturally curious and always asking, “how can we do this better?”
• Resonates with Drucker Wealth company core values (outlined further below)
• Demonstrated obsession with financial planning & has extreme ownership; views work as a passion and not a “job”
• Passionate about building and maintaining client relationships- highly motivated to explore and maximize planning opportunities
• Comfortable in a fast-paced and rapidly changing environment
• Loves technology and trying new things
• Ability to independently diagnose problems and propose creative solutions; resourceful and takes initiative
• Absolute integrity and trust with open and honest communication, given work from home setup
• High emotional intelligence with the ability to read people and respond with empathy
• And… you have a sense of humor (or at least can make fun of yourself from time to time!)

What You’ll Do

• Participate in meetings through every phase of the client journeys (Discovery Meetings, Input Meetings, Delivery Meetings, Strategy Meetings, and Review Meetings) and take detailed notes; involvement and responsibility in meetings will gradually increase.
• Build out financial plans, create client meeting agendas, develop recommendations, and create “presentation-ready” plan deliverables
• Own data entry and plan construction in Right Capital, Better Proposals and other planning & presentation tools
• Collaborate with Lead Advisors to develop recommendations, financial deliverables, and client agendas
• Draft emails and follow-up notes to ensure implementation of next steps
• Track open tasks, manage plan timelines, and ensure no detail falls through the cracks
• Work with our onboarding specialist to guide new clients through the onboarding process
• Communicate with clients to clarify details, follow up on requests, and provide a high-touch experience
• Coordinate with in-house tax & estate specialists, and third-party professionals as needed
• Document activity and maintain accurate records in CRM and planning systems
• Contribute to a culture of continuous improvement, updating workflows and client processes as needed. We are organized and process driven. Why? Well… we have bad memories, which means everything (and I mean everything) gets documented.
• Communicate directly with our Operations team re: account openings, cash transfers, investment strategy, etc., and understand the flow of business
• Participate in dedicated training sessions (technical financial planning, deliverables, client communication, etc.) while always looking to improve and add to our existing processes

Why You’ll Be A Great Fit

• You care deeply about doing right by clients and delivering thoughtful, high-quality planning
• You want to be a lead advisor in the next 3 years.
• You’re hungry to learn, especially in areas like tax strategy, equity comp, and estate planning
• You’re comfortable taking ownership of your work and seeing tasks through without reminders
• You communicate clearly, professionally, and with empathy
• You get energy from being part of a tight-knit, high-performing team
• You love a good process, and know when to improve one

Nice to Have Qualifications & Attributes 

• Experience working directly with young families and a particular area of focus when it comes to financial planning (education planning, tax strategy, estate planning, equity compensation etc.)
• Created (from scratch) 50+ complete financial plans in leading software…preferably Right Capital
• Experience with Right Capital, Better Proposals, Hazel AI, Slant CRM, Gamma
• Familiarity (if not downright obsessed) with listening to and learning from Michael Kitces, Nick Murray, Carl Richards, Morgan Housel, Ben Carlson, and Nick Magguili

Career Growth at Drucker Wealth

• We have no CAP on future advisors, team members, new clients, or opportunities. We have big plans for our team’s future, and every single team member is instrumental in building and designing that future.
• We are poised for our next stage of growth and have committed to engaging in an associate advisor training program that supports this growth. We are building a true Diamond Team Structure, and we’d rather train & develop new advisors than hire lead advisors!
• We are a family owned, boutique firm – as such there is no artificial limit on future income, role, title, opportunity etc.
• You’ll work closely with our Lead Advisors and have access to weekly mentorship, internal training, and ongoing learning opportunities.
• Our goal is for every Associate Advisor to grow into a client-facing Lead after 1-3 years. This means being fully trained in the Drucker Wealth Financial Life Plan® process, client philosophy, and planning systems so you can hit the ground running and are able to provide incredible service to clients of your own!
• The firm is responsible for business development, prospecting, and sending warm prospects to our advisor team on a regular basis. Your ability to grow your client relationships, increase assets under management, and grow your managed revenue will simply be a by-product of delivering an excellent client experience to the families you onboard & serve.

Compensation & Perks

• $75k- $95k Base + Bonus. Clear and tangible metrics to grow compensation over time as you progress through Advisor Career Track & as the Firm Grows
• After the 6-month trial period, Drucker Wealth has a 401k program with a 4% match, partially subsidized health insurance, dental, vision, long-term disability, life insurance, and parental leave.
• We have semi-annual retreats where we fly the team into NYC for 3-4 days of meals, happy hours, future planning, and activities.
• You can make your own schedule as long as work is completed on time, and you are attending agreed upon client & team meetings.
• We will pay for advanced training in areas that we mutually agree will benefit your career and our clients in areas such as communication training, advanced industry specific credentials, technical financial planning, conferences, etc.
• Valuable Mentorship and education-rich environment