Associate Wealth Advisor (Service + Growth Track)
Job Description
Associate Wealth Advisor (Service + Growth Track)
Maitland, FL | In-Office | Full-Time
Do you enjoy utilizing organizational, customer-focused skills while handling the everyday occurrences in a successfully operating financial planning and wealth management office?
Group 10 Financial, LLC is an established, innovative, professional, and client-first wealth management firm in Maitland, FL. At Group 10 Financial, we help good people make great decisions so they can enjoy amazing retirement.
We don’t expect perfection — but we do require excellence. If you are a quicker-picker upper looking for an opportunity with a fast-paced, boutique wealth management firm, keep reading.
Our culture is unlike anything you’ve experienced with previous employers because we are selective. We have an opening for a high-energy team player who is detail oriented, coachable, and easy on the uptake.
If you don’t like to laugh or have fun while you’re working your butt off, this probably isn’t the right fit.
The Role at a Glance
- The Role — Associate Wealth Advisor (Career Track), is a 70% client service / 30% growth role designed for a high-potential professional who wants a clear path to Wealth Advisor.
- You will work directly with clients, support the Lead Wealth Advisor, and progressively take on greater responsibility — including servicing client relationships, participating in growth initiatives, and developing into a future producer.
- This role is ideal for someone who wants real responsibility, real mentorship, and a clear runway forward — not a dead-end seat.
- Work style: 100% in-office (Maitland, FL)
- Client meetings via in-person and Zoom
- Competitive base salary + performance-based bonus
- Long-term growth opportunity for the right person
Key Responsibilities and What You’ll Do
- Service existing clients on behalf of the Lead Wealth Advisor (RMDs, retirement planning, investment planning, income plans, tax planning, healthcare planning, distributions, legacy planning support, etc.)
- Prepare for and follow up after client meetings to ensure a smooth, high-quality client experience
- Lead client progress reviews via in-person, conference call, and Zoom visits.
- Assist with retirement income planning and client strategy implementation
- Work with custodians and financial institutions to open, close, transfer, and maintain accounts
- Process service requests, transactions, and new business processing accurately handling all paperwork from start to finish.
- Maintain detailed and accurate client files and documentation
- Record all client interactions and notes in the CRM
- Input and update client financial information in planning software
- Communicate proactively with clients to ensure fast, professional follow-through
- Participate in weekly pipeline and team meetings
- Support seminars, live events, and educational clinics
- Follow established processes and help improve workflows
- Flex and provide backup support to the team when needed
Skills & Experience
Required
- Bachelor’s degree
- 1–3 years of experience in financial services
- Strong written and verbal communication skills
- High attention to detail and follow-through
- Ability to prioritize, manage time, and work in a fast-paced environment
- Strong client-service mindset and ability to adapt easily to a proven process
- Coachable, positive, and self-directed
- Comfortable working within regulatory and compliance requirements
- Working knowledge of technology and financial systems
Licensing
- Active Florida Health & Life Insurance License
- Series 65 (preferred)
- If not currently held, candidate must be willing to obtain it within 3–6 months of hire
What’s In It For You (Benefits):
· Competitive base salary (career-track range)
· Performance-based bonus with strong upside
· Health insurance
· 401(k) with matching
· PTO + all holidays off (including your birthday)
· Dental, vision, life insurance, HSA
· Professional development assistance
· Team incentives
Next Step in the Process — Short Intro Video
As part of our selection process, you will need to submit a brief intro video (about 3 minutes) so we can get a feel for communication style and culture fit.
This doesn’t need to be fancy — phone or webcam is perfect.
In your video, we’d love to hear:
- A quick intro (who you are)
- What caught your attention about Group 10, this role, and why now?
- A little about your background
- What excites you about growing into a Lead Advisor role
How to submit:
After applying on LinkedIn, send your video link (YouTube unlisted, Vimeo, Google Drive, Dropbox, or similar) to kimberly@group10financial.com with the subject line:
Associate Wealth Advisor – Intro Video – [Your Name]
This video remains private to this application process.
This Role Is NOT for You If:
- You dislike structure, accountability, or high expectations
- You struggle with follow-through, organization, or attention to detail
- You are not interested in long-term growth into leadership
- You are seeking a remote, hybrid, or loosely structured role
- You are uncomfortable being coached, challenged, or held to a standard
- You are not a team-first contributor willing to step in where needed
If this resonates with you:
Submit your resume and required intro video.
We review applications carefully and move quickly for the right fit.