Career Opportunities
Financial Advisor
Financial Advisors serve as trusted partners to clients, providing strategic guidance across investments, planning, and long‑term financial decision‑making. This role blends relationship leadership with analytical expertise, helping clients clarify goals, build confidence, and navigate changing markets. Advisors develop personalized plans, review portfolios, communicate proactively, and collaborate with internal specialists to deliver a seamless, high‑quality experience. The ideal candidate is a client‑centric professional who thrives on building trust, simplifying complexity, and empowering clients to achieve lasting financial success.
Client Associate
Client Associates are the operational backbone of the advisory team, ensuring clients receive exceptional service and advisors can focus on high‑value guidance. They manage account processes, prepare materials, handle client inquiries, maintain accurate records, and support onboarding and daily workflow. This role requires strong organization, attention to detail, and a warm, service‑oriented approach. The ideal candidate is proactive, dependable, and committed to creating a smooth, professional, and positive experience for every client.
Looking to retire or sell your practice?
There are different options available for your transition structure. Let’s help tailor a package based on your goals.
Freedom of Independence
Help you AND your clients by choosing independence
- Financial – Ability to structure a succession plan that works for you.
- Client distribution – You have different options regarding transition plans for your clients. We believe your involvement in these plans is more than smart business; it is a responsibility to your clients.
Here’s how we can help you accomplish your goals:
- Over 60 years combined length of service for current advisors
- Dynamics of an experienced team helps support informed and consistent relationships
- Comfortable client meeting environment
- Two Registered Senior Account Administrators and One Account Administrator
- Office space is ready-to-go with phone, computer, printer
- Ample bandwidth to add advisors/clients
- Various transitional support and services available
- Operational support provided
- Access to experienced succession planning advisors
- Personalized succession plan based on your practice and your goals.
Whether you are actively looking to transition your business or beginning to explore retirement options, we’d like to help you lay the groundwork for taking control of your financial future.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Duncan-Newman Associates is a separate entity from WFAFN.
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Explore career opportunities where your work makes a meaningful impact.