Company Description

Del-Sette Capital Management LLC, founded by Certified Financial Planner® Bill Del-Sette in 2012, is a fee-based investment advisory firm. The firm focuses on helping clients achieve their financial goals through retirement and investment planning. For more information about our services, please visit our website at www.del-sette.com.

Position Overview

Del-Sette Capital Management is seeking a motivated and detail-oriented Associate Advisor to join our growing team. This in-office role is ideal for someone looking to build a long-term career in financial planning and investment management.

The Associate Advisor will support senior advisors with financial planning, client meetings, and follow-up work. This position offers hands-on exposure to both client-facing advisory work and investment operations, with opportunities for growth over time.

Key Responsibilities

Client Support & Financial Planning

Assist senior advisors with preparation for client meetings, including financial plans, projections, and analysis
Attend client meetings as needed and assist with follow-up items and implementation
Prepare meeting notes, summaries, and action items
Support ongoing client service requests and planning updates
Help ensure a high level of responsiveness and organization for client relationships

Operations & Internal Support

Assist with and provide back up on client service requests, including placing trades and move money requests
Maintain accurate client records in CRM and planning software
Assist with internal workflows, documentation, and process improvements
Support compliance and operational requirements
Coordinate with team members to ensure timely execution of client requests

Qualifications

Required

Bachelor’s degree in Finance, Economics, Accounting, or related field
2+ years of experience in financial planning, investment operations, or advisory support
Strong attention to detail and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Comfortable working in an in-office, team-based setting

Preferred

Progress toward CFP® or similar designation
Prior client-facing experience in a financial advisory firm

What We Offer

Competitive compensation and benefits, including a 401(k) plan with a company match after 6 months
Long-term career growth path toward Lead Advisor or Portfolio Manager roles
Exposure to investment management and client strategy
Support for professional development and continuing education

Del-Sette Capital Management

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Associate Financial Advisor