Junior Advisor

About Compass Financial ServicesAt Compass Financial Services, we build long-term, trust-based relationships with our clients to help them navigate their financial futures with clarity and confidence. We are a growing independent wealth management firm that prioritizes comprehensive planning, deep client relationships, and a collaborative, supportive team culture.We are looking for a motivated, client-centric Junior Financial Advisor to join our team. If you are passionate about personal finance, eager to learn from established advisors, and ready to build a meaningful career in wealth management, we want to hear from you.The Role & What You’ll DoAs a Junior Financial Advisor, you will work directly alongside senior advisors to support our existing client base while learning the intricacies of comprehensive financial planning and firm operations. This is a career-track role designed to transition you into a lead advisory position over time.Client Support & Preparation: Partner with senior advisors to prepare financial plans, client review presentations, and onboarding materials.Financial Plan Development: Utilize financial planning software to build comprehensive, data-driven retirement, tax, insurance, and estate plans.Client Communication: Participate in client meetings, document action items, and proactively handle follow-up communications to ensure an exceptional client experience.Operational Support: Coordinate with our administrative team to facilitate account openings, asset transfers, and ongoing account maintenance.Professional Growth: Actively study for and maintain necessary industry licenses and designations (e.g., CFP® certification).What We’re Looking ForEducation & Experience: Bachelor’s degree in Finance, Financial Planning, Business, or a related field. 1–3 years of experience within the financial services industry is preferred, but motivated entry-level candidates are encouraged to apply.Licensing: Series 7 and 66 (or 63/65) and/or State Life & Health insurance licenses are a plus. Candidates without existing licenses will be expected to obtain them within an agreed-upon timeframe.Core Traits: A high level of integrity, a strong work ethic, and a genuine "team-first" mentality.What We OfferCompetitive base salary with performance-based bonus potential.Comprehensive benefits package, including health insurance and a retirement savings plan.Direct mentorship from experienced advisors and a clear, structured path for career advancement.A professional, modern office environment that values collaboration and work-life balance.