Associate Wealth Advisor

Mariner • Florham Park, NJ

6d • $85,000 - $105,000

About The Position

The Associate Wealth Advisor works directly with the wealth management team to create comprehensive wealth plans and coordinated financial strategies aligned with each client’s goals and values. The role partners with clients to develop strategies for their current and future needs. A successful candidate is a thoughtful listener, works well as part of a team, and is motivated to grow professionally and personally.

The firm offers progressive opportunities, supports professional growth and community involvement, and is dedicated to building a diverse culture in which associates have support to achieve their career goals. It describes its workplace as innovative, collaborative, and supportive of work-life balance.

Requirements

• Bachelor’s degree; a degree in finance or a related field is a plus.
• At least 2 years of prior experience in financial planning, accounting, a law firm, or another organization providing relevant experience.
• CFP designation or Series 65 required.
• Understanding of wealth management, including fee-based consulting, mutual funds, money manager programs, insurance, and financial planning.
• Highly effective interpersonal, relationship management, and communication skills.
• Strong attention to detail.
• Strong organizational and time-management skills to manage multiple priorities in a high-energy environment.

Nice To Haves

• Previous experience with high-net-worth or ultra-high-net-worth clients or families.
• Experience using financial planning software such as eMoney or MoneyGuide Pro.
• A degree in finance or a related field.

Responsibilities

• Work with the wealth advisor team to provide comprehensive wealth management advice to high-net-worth clients.
• Prepare customized comprehensive financial plans and portfolios by researching and analyzing potential client solutions.
• Work effectively with the team and available resources to support clients, execute requests, update information, and follow up on open items.
• Support, retain, and build meaningful client relationships.
• Participate in the sales process with the team to build new client relationships.
• Actively develop skills in software programs used for investment and financial planning.

Benefits

• Progressive opportunities and support for professional growth.
• A diverse culture with support for associates’ career goals.
• Innovative workplace and a culture fostering camaraderie, teamwork, and work-life balance.
• Opportunities to give back to the community.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level