Associate Financial Advisor

RIA Recruiting • Garden City, NY

17d • $90,000 - $120,000

About The Position

Davidov Wealth Group, a wealth management and estate planning firm in Garden City, New York, is seeking a full-time Associate Financial Advisor to help build, maintain, and update clients’ financial plans. The firm prioritizes exceptional client service and describes its team culture as collaborative and committed to continual improvement. The role offers a growth path with mentorship toward a Financial Advisor position working with existing clients and managing relationships. No business development is required.

The position follows a Monday–Friday schedule and offers a salary of $90,000–$120,000, commensurate with relevant experience, plus a performance-based bonus. Benefits include health insurance with a company contribution of 50% of the premium, a Simple IRA with a 3% employer match, 13 PTO days to start, paid holidays, and firm-sponsored CFP education and designation.

The hiring process begins with a 15–30-minute Zoom interview with a recruiting consultant. Qualified candidates may then be asked to complete a Career History Form and assessments, and candidates selected to advance will interview with the team.

Requirements

• At least 1 year of financial planning or advisory experience.
• Organizational skills and attention to detail.
• Ability to work independently, prioritize projects, and manage time.
• Ability to learn and implement new technology and software.
• Ability to communicate effectively and work collaboratively.
• Ability to follow office processes and policies related to office operations and client privacy.

Nice To Haves

• Experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, or Holistiplan; these tools are a plus but are not required.
• Interest in or current pursuit of the CFP designation.
• Series 65; it is a plus but is not required.

Responsibilities

• Build, maintain, and amend financial plans for clients.
• Analyze tax returns and investment statements before client review meetings.
• Prepare pre-meeting checklists and briefing materials for advisors.
• Update financial plans as clients’ circumstances change.
• Coordinate with the client service team to gather data and account information.
• Communicate regularly with clients by phone and email about financial planning information and follow-up tasks.
• Prepare income tax projections and run income tax scenario analyses.
• Assist with rebalancing client portfolios.
• Identify opportunities to improve the firm’s processes and the position.

Benefits

• Salary range of $90,000–$120,000, commensurate with relevant experience.
• Performance-based bonus.
• Monday–Friday schedule and stated work/life balance.
• Health insurance plan with a company contribution of 50% of the premium.
• Simple IRA with a 3% employer match.
• Generous PTO policy, with 13 PTO days to start.
• Paid holidays.
• Defined growth path and mentorship toward a Financial Advisor role.
• Firm-sponsored CFP education and designation.
• No business development required.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed