Associate Advisor

Abacus is a progressive financial planning firm devoted to helping people expand what’s possible with money.

We treat each other with the same level of care and respect we treat our clients – it’s why we offer unlimited vacation, flexible work hours (and location), generous paid parental leave, and more.

This role is structured as an apprenticeship designed to make you the best financial advisor possible.

You’ll take notes, participate in client meetings, and learn what it is to be an Abacus Financial Planner.

If you’re eager to get your career in finance started, we are looking for you!

This is an on-site role during the first 90 days, and after that it becomes a hybrid role, with some days reporting to our office in Santa Monica, California.

The starting range for this position is $75k - $79k annual salary.

Your Life as an Associate :

• Learns and practices not only the techniques of financial planning, but also the unique ways Abacus does business.
• Think of it as learning the secret handshake of financial wisdom.
• Works  daily in Salesforce (our CRM - Customer Relationship Management software), eMoney (our financial planning software), Box, DocuSign, GSuite, and more.  Joins client meetings and takes notes, making sure all follow-up tasks are completed on time.
• Your superpower?
• Turning client conversations into actionable to-do lists before the coffee even cools.
• Our associates are taught to work with client prospects in a caring and supportive manner.
• After learning the basics, Associate Advisors participate as part of our “matchmaking team,” where they are trained to help match up prospects with the advisor who would be the best fit.
• This builds comfort with sales conversations without cold calling or setting unrealistic expectations for our newest advisors.
• The purpose of this role is to build trust and competency, while providing support to Lead Advisors.

Must-Haves :

If these things are important to you too, you belong with us!​​​​​​ Competitive Edge :