The Opportunity
We're seeking an Associate Financial Advisor who aspires to become a trusted Lead Advisor.
This role combines elements of:
- Financial Planning
- Paraplanning
- Client Relationship Management
- Advisor Development
- Business Development
You will work alongside experienced advisors, participate in client meetings, assist with financial planning, learn tax-aware planning concepts, and gradually take on greater responsibility as your skills and confidence grow.
This is an opportunity to build a career as a comprehensive financial advisor.
Advisor Residency Program
One of the things that makes MidCoast different is our commitment to developing advisors.
While we're still building and refining our Advisor Residency Program, one thing is clear: great advisors don't happen by accident.
They are developed through intentional mentorship, education, experience, accountability, and meaningful client relationships over time.
During your first 18–24 months, your primary job isn't to maximize production. Your job is to become exceptional.
You'll gain exposure to:
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning Concepts
- Estate Planning Discussions
- Business Owner Planning
- Client Relationship Development
- Prospect Meetings
- Advanced Planning Conversations
- Advisor Leadership Skills
Our goal is simple: to help you become one of the most trusted, technically competent, and servant-hearted advisors in the profession.
Professional Development
MidCoast invests heavily in developing future advisors through:
- APMA® Designation
- CFP® Education Support
- Ed Slott IRA Planning Training
- Kitces Membership
- Business Development Training
- Tax Planning Education
- Ongoing Advisor Mentorship
- Advanced Planning Exposure
We don't simply expect growth. We invest in it.
What We're Looking For
Preferred Qualifications
- Bachelor's degree preferred
- One or more years of experience in financial services, wealth management, financial planning, banking, insurance, tax, accounting, or a related field preferred
- FINRA registrations (Series 7 and/or Series 66) are a plus
- CFP® interest strongly preferred
- Strong communication and relationship-building skills
- Strong analytical and problem-solving skills
- High attention to detail
- Ability to manage multiple priorities
- Coachable mindset with a desire to learn and grow
Ideal Candidate
Whether you're currently a paraplanner, associate advisor, banker, client relationship manager, tax professional, or early-career advisor, we're looking for someone who wants to build a long-term career helping clients make wise financial decisions.
Most Important of All
We can teach planning software, processes, and systems. What we're truly looking for is someone who wants to serve others, loves learning, embraces accountability, and aspires to become an exceptional advisor.
Who Thrives at MidCoast?
Technical skills matter, but character matters more.
Drawing from Patrick Lencioni's The Ideal Team Player, our best team members are:
- Humble: They put the team's success above their own ego.
- Hungry: They have the drive to learn, grow, improve, and get after it.
- Relationally Smart: They build trust naturally, communicate well, and genuinely care about people.
They are also culture advocates who help protect and strengthen the culture we're building.
We're looking for someone who gets excited about our mission and embodies our core values:
- Others First: Serving leads to the greater good of our team, our clients, and our community.
- Build Trust: Do what you say. No surprises. Treat it like it's your own. Follow through.
- Communicate Well: Listen first, speak second. Say what you mean, mean what you say. If there's an issue, let's deal with it. Simplify the complexities.
- Be Hungry: Get after it. Continuously improve. Make it better than you found it.
Why Join MidCoast?
We are offering an opportunity to join a mission: to help restore our profession to what it was always meant to be.
Serving, not selling.
An opportunity to develop exceptional planning expertise, build meaningful client relationships, and become part of something larger than any one individual.
An opportunity to help clients make wise decisions, leave people better than you find them, and create work that inspires a “Well Done.”
We want MidCoast to be the place where you become the advisor you were meant to be and where you do the best work of your professional life.
If that excites you, we'd love to hear from you.