Job Description

Company: Brindle & Bay Financial Advisors

Location: Frisco, Texas

About Us

Brindle & Bay is a seasoned financial planning firm fueled by our strong online presence, including a successful YouTube channel that reaches clients and prospects seeking holistic financial advice. Our clients, typically nearing or already in retirement, value personalized guidance and a level of service they feel is often missing in the advisor world.

We are a small team, rapidly growing, and are searching for our next talented team member.

We are looking for someone who will join us in prioritizing client needs and who personally wants to find a place where they can do well as a developing professional. This position is best filled by someone close to becoming a CFP® within 1-3 years because we intend to move you to take the lead with clients quickly.

You must desire to be on a team, prioritize becoming a great financial planner, and quickly learn to help us onboard and service our mass affluent, high-net-worth clients with their unique needs.

Please visit our website at brindleandbay.com, and our YouTube channel at

Position Overview

We are seeking an Associate Advisor to join our team. This role is ideal for individuals with a passion for financial planning who aspire to grow into a Lead Advisor position within 1-2 years. The Associate Advisor will work closely with our Lead Advisors to craft personalized financial solutions, help us onboard new clients, and take on serving our existing clients.

Key Responsibilities

• Attend client and prospect meetings with Lead Advisors, documenting key updates and recommendations.

• Draft follow-up emails and schedule tasks to ensure seamless client service.

• Collaborate with Lead Advisors to prepare for meetings and deliver financial planning solutions.

• Develop financial plans with well-drafted, actionable recommendations.

• Participate in team meetings and training, including Brindle & Bay’s Advisor Office Hours .

Qualifications

• Experience: 2-4 years of Associate Advisor experience. Series 65 license. Pursuing their CFP® designation.

• Technical Skills: Willingness to learn tools like RightCapital, Income Lab, and Holistiplan, with a desire to acquire basic tax planning knowledge. We provide training.

• Soft Skills: Strong listening and communication abilities, humility, reliability, teamwork, and a passion for client service.

• Values: Detail-oriented, a team player, and committed to becoming an exceptional financial planner. A mindset focused on continual improvement and self-development.

Compensation and Benefits

• Base Salary: $75,000/year to start.

• Bonus: 15%-20% of base salary.

• Long-Term Incentive Plan: Contributions tied to firm growth, allowing you to benefit directly from the success of our rapidly expanding practice.

• Retirement Plan: 5% 401(k) match.

• Health Insurance: Group health insurance.

• Work Environment: We provide office space and allow the flexibility to work in-office or from home when on-site presence isn’t necessary.

Career Growth

This role is designed for an ambitious professional eager to grow with our firm. As you develop into a Lead Advisor, you’ll take on more responsibilities, including managing client relationships and onboarding new clients.

Our robust online presence—including a growing YouTube channel and automated digital funnel—provides a consistent flow of qualified leads, positioning you to significantly increase your income. Advisors who excel in this role have the potential to double their earnings within a few years and continue growing beyond that , thanks to a scalable compensation structure tied to both personal and firm performance.

We want to hear from you if you’re ready to build a thriving career while delivering exceptional financial advice!

Why Join Us?

Innovative Growth: Take incoming meetings from our marketing. No prospecting . Be part of a firm expanding through a robust digital presence, including a YouTube channel that attracts engaged clients and prospects.

Client-Centered Mission: Work with a team dedicated to delivering holistic financial advice and service that clients genuinely value.

Supportive Team Culture: Experience a collaborative environment focused on continuous learning and professional development. We have a career path designed for your long-term growth.

How to Apply

If you’re passionate about financial planning and ready to grow your career with a forward-thinking firm, we’d love to hear from you! Submit your resume and a brief cover letter explaining why you’re a great fit for this role.

Optional Step : To help us get to know you better, please record a short 2-3 minute video introducing yourself and sharing why you are interested in this position. Please email your video to hello@brindleandbay.com or upload it through our secure link,

Brindle & Bay is an equal opportunity employer.

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