Associate Financial Planner

About Premier Path At Premier Path Wealth Partners, we don't just manage wealth—we help ultra-high-net-worth families build meaningful, multi-generational legacies. Our culture is built on integrity, grit, an obsession with exceptional client service, and continuous improvement, and we back that up by investing in our people. If you're looking for a place where you can accelerate your career, be challenged, and directly participate in the success you help create—this is the opportunity for you. At Premier Path, we believe great financial advice starts with great relationships — both with our clients and within our team. As our firm continues to grow, we are seeking an experienced Associate Wealth Advisor, holding a CFP or equivalent designation, who is passionate about delivering exceptional client service, building meaningful long-term relationships, and helping families navigate important financial decisions with confidence. Serve as a trusted advisor and primary point of contact for assigned clients. Lead client relationships from planning through implementation. Develop and present comprehensive financial plans. Provide guidance on retirement, estate, tax, risk management, and philanthropic planning. Manage investment portfolios aligned with client goals and risk tolerance. Support investment management, planning technology, reporting, and strategic initiatives. Defined pathway to the Financial Advisor track. Opportunity to grow in a high-performance, team-driven environment Strong financial planning and relationship management skills.~ Standard hours are Monday through Friday, 8:30 AM – 5:00 PMFlexibility is required to support client needs, including occasional early mornings, evenings, or events. Eligible for performance-based bonus tied to client satisfaction, retention, and contribution to firm growth This position is classified as exempt and is not eligible for overtime compensation. We believe in investing in our people and supporting both professional and personal well-being through a comprehensive benefits package.~ Medical, dental, and vision coverage, including HSA/FSA and telehealth options.~3–5 weeks of paid time off plus a full holiday schedule.~ Pooled work-from-home days.~ Summer Fridays with early office closure.~ We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws.