Hiring: Associate Financial Advisor Company: ASL Financial, LLC Location: Los Gatos, CA Job Posted Time: 2026-09-10 14:35:26 Employment Type: Remote Target Skills & Keywords : CFP, Financial Planning, Wealth Management, Zoom About the job Experience: •1 year Mentorship and learning opportunities •3 years of experience in financial planning, wealth management, tax prep, estate planning, divorce financial analysis or brokerage/advisory operations Required Skills: •Financial planning and advanced planning support using NaviPlan •Tax planning and assist with tax preparation •Assist with investment operations and brokerage support •Cultivate and maintain strong relationships with clients •Understand clients' financial goals and preferences •Stay informed on financial market trends and regulatory changes •Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures Qualifications: •Demonstrated capacity to learn new concepts and software packages quickly •Independently motivated, have excellent communication skills and have a strong work ethic •Demonstrated capacity to identify, meet, and follow through with client’s needs and requirements •Organized and strong time management skills Compensation: •$90,000 - $120,000 / year •Flexible work environment (work from home / hybrid options) •401(k) after 1 year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!