Why You'd Be a Great Fit Are you an associate financial advisor on the path to leading client relationships? Do you want ongoing learning and a collaborative team to help you grow into a lead role? Join Values Added, where you’ll become a key player in a collegial advisory team! You’ll help a lead financial advisor support client relationships as you advance toward becoming a lead financial advisor yourself. In this role, you’ll guide clients through insightful planning analyses, learn to deliver impactful recommendations, and help clients realize their life visions. This is your chance to advance your expertise, master financial planning, and shine in a role that balances independence with team collaboration. We’re looking for a proactive, process-