Associate Financial Advisor

RIA Recruiting • Garden City, NY

13h • Onsite

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 support the team in building and maintaining clients’ financial plans. The firm prioritizes exceptional client service and describes its culture as dedicated to clients and staff, with a focus on continual improvement. The role offers a defined growth path, with mentorship toward a Financial Advisor position working with existing clients and managing relationships. No business development is required.

Compensation is a salary of $90,000–$120,000, commensurate with relevant experience, plus a performance-based bonus. The position has a Monday–Friday schedule. The firm offers a health insurance plan 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.

Requirements

• At least 1 year of financial planning or advisory experience.
• Organization 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 financial planning and portfolio tools; eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are listed as useful but not required.
• Interest in or current pursuit of the CFP designation.
• Series 65 license; it is a plus but 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 client circumstances change.
• Coordinate with the client service team to gather data and account information.
• Communicate regularly with clients by phone and email regarding 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 firm processes and contribute input to ongoing improvements.

Benefits

• Performance-based bonus.
• Health insurance plan with a company contribution of 50% of the premium.
• Simple IRA with a 3% employer match.
• 13 PTO days to start.
• Paid holidays.
• Firm-sponsored CFP education and designation.
• Defined growth path with mentorship toward a Financial Advisor role.

What This Job Offers

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