Associate Wealth Advisor

Novi Wealth Partners•Princeton, NJ

52d•Hybrid

About The Position

Novi Wealth Partners is a fee-only, independent wealth management firm that prioritizes integrity, education, and empathy in its client work. They are seeking an Associate Wealth Advisor with a strong foundation in financial planning who thrives in a collaborative team environment and is looking for a long-term career path. The firm emphasizes a client-first culture, a collaborative team, a flexible hybrid work model, and a clear path for growth from Associate Advisor to Wealth Advisor.

Requirements

Bachelor’s degree required
Series 65 license, or ability to pass within 90 days of hire
Completion of some or all CFP® coursework
1–3 years of experience in financial services
Strong communication, analytical, and relationship-management skills
A mindset rooted in humility, curiosity, and lifelong learning

Nice To Haves

CFP® designation preferred
Client advisory or paraplanner roles preferred

Responsibilities

Serve as a lead or supporting advisor in client meetings.
Translate client conversations into actionable plans and follow-ups.
Manage ongoing client communication and financial planning deliverables.
Build and maintain comprehensive client files.
Create and update core planning deliverables such as cash flow projections, beneficiary reviews, tax analyses, investment plans, etc.
Partner with other advisors to develop and refine advanced planning strategies.
Prepare and present Investment Policy Statements (IPS).
Monitor client portfolios and prepare trades for approval as needed.
Analyze existing investment portfolios and provide recommendations for new investment accounts.
Work closely with client attorneys, accountants, and our operations team to ensure timely and accurate implementation of recommendations.
Participate in internal committees and planning meetings.
Provide backup support for incoming client calls and customer service issues to ensure a seamless client experience.