Advisor / Servicing Advisor

Job description:

Associate Financial Advisor ( part of the firm's multi-year succession plan for an advisor that is retiring)

-Woodbury, NJ (Southern New Jersey ) (initially primarily in-office, with potential for 1 to 2 remote days per week once fully acclimated)

-Industry: Wealth management / financial advisory services

-Salary: $70,000 to $80,000 base DOE, plus incentive-based compensation

About the Role

Our client is an established and growing wealth management practice in Southern New Jersey. The advisor will service and grow existing clients , while working closely with the firm's senior advisor.

The role offers a meaningful long-term career path as part of the firm's multi-year succession plan. This is not a traditional cold-calling or high-pressure sales role; the ideal candidate is relationship-driven, energetic, and interested in growing the business organically through existing channels and by servicing current clients.

Key Responsibilities

• Develop and maintain strong relationships with existing clients within the practice
• Provide financial planning and investment guidance based on individual client goals and needs
• Conduct client meetings, identify financial planning and investment needs, and provide guidance on retirement, investment strategies, and broader wealth management solutions.
• Develop new and existing relationships through the firm's established channels
• Support the continued growth of the practice while gradually assuming greater responsibility for client relationships
• Partner with the lead advisor to collaborate on strategy and best practices

Qualifications:

Qualifications
Prior relevant experience in wealth management, financial planning, investment advisory, or a related financial services environment; open to varying levels of experience where drive and professionalism are evident
Series 7 required
Series 65 or Series 66 required
CFP preferred but not required; support toward obtaining the designation is available
Strong client relationship management and communication skills
Financial planning orientation and solid understanding of investment concepts
Energetic, self-motivated, and proactive, with a passion for exceptional client service
Ability to work effectively within a small, collaborative, entrepreneurial environment
Entrepreneurial, with a strong desire to make an impact and be part of the continued growth of a thriving practice.

Why is This a Great Opportunity:

What They Offer

• Base salary of $70,000 to $80,000, plus incentive-based compensation
• A clear, thoughtful, and meaningful long-term career path as part of the firm's multi-year succession plan, with built-in mentorship and professional development
• Opportunity to build a long-term career as a servicing advisor or develop an independent book over time
• Support toward obtaining the CFP or other professional designations
• A small, collaborative, entrepreneurial team environment
• Medical stipend toward health benefits if needed, along with generous PTO
• Potential for a hybrid work environment once acclimated