New Planner Recruiting LLC
About the Firm
Our client is a premier financial planning and wealth management firm operating in the greater New York City area that is not owned by an aggregator/private equity firm. They are a rapidly growing, cutting‑edge firm with a team‑oriented approach, open‑door policy, and best‑in‑class technology. They offer the opportunity to do meaningful work for clients from day one. This is the perfect place for an ambitious, skilled, Associate Wealth Advisor who seeks to make an impact in a smaller, high‑touch, employee‑owned firm.
What You Will Get to Do Support senior advisors in providing high‑quality, multi‑disciplinary financial planning to new and existing clients. Prepare all advisory‑related meeting materials, participate and conduct client meetings, and coordinate follow‑up of post‑meeting activities with the client‑service team.
Qualifications
Bachelor's degree from an accredited university.
At least 2 years of financial planning experience required.
CFP® certification.
Excellent written and verbal communication skills.
Curious, takes initiative, and is comfortable with change.
Must be a growth‑oriented, team player that wants to serve others.
The Perks
Starting base salary range of $100k based on experience, plus bonus opportunities.
Paid maternity and paternity leave.
Documented path for professional growth.
401(k) profit‑sharing plan.
Medical, dental, vision, long‑term disability, and life insurance.
36‑hour, 4‑day work week.
Paid sabbatical based on years of service.
Location Wealth Advisor • Wayne, NJ, United States
#J-18808-Ljbffr
What You Will Get to Do Support senior advisors in providing high‑quality, multi‑disciplinary financial planning to new and existing clients. Prepare all advisory‑related meeting materials, participate and conduct client meetings, and coordinate follow‑up of post‑meeting activities with the client‑service team.
Qualifications
Bachelor's degree from an accredited university.
At least 2 years of financial planning experience required.
CFP® certification.
Excellent written and verbal communication skills.
Curious, takes initiative, and is comfortable with change.
Must be a growth‑oriented, team player that wants to serve others.
The Perks
Starting base salary range of $100k based on experience, plus bonus opportunities.
Paid maternity and paternity leave.
Documented path for professional growth.
401(k) profit‑sharing plan.
Medical, dental, vision, long‑term disability, and life insurance.
36‑hour, 4‑day work week.
Paid sabbatical based on years of service.
Location Wealth Advisor • Wayne, NJ, United States
#J-18808-Ljbffr