Advisor / Servicing Advisor

NPAworldwide; Woodbury (NJ); Hybrid; USD 70,000 - 80,000; Full time

Job summary

NPAworldwide is seeking an Associate Financial Advisor in Woodbury, NJ to service and grow existing clients within a growing wealth management practice. This role starts in-office with potential for 1–2 remote days per week as the practice acclimates.

The position offers a long-term career path as part of a succession plan, with base salary of $70,000–$80,000 DOE plus incentive-based compensation. The advisor will work closely with the senior advisor to expand the client base.

Qualifications

• Prior relevant experience in wealth management, financial planning, investment advisory, or related financial services.
• Series 7 is required.
• Series 65 or 66 is required.
• CFP preferred but not required; support toward obtaining the designation is available.
• Strong client relationships and communication skills.
• Financial planning orientation and solid understanding of investment concepts.
• Energetic, self-motivated, and proactive.
• Ability to work in a small, collaborative, entrepreneurial environment.
• Entrepreneurial with a strong desire to grow the practice.

Responsibilities

• Develop and maintain strong relationships with existing clients within the practice.
• Provide financial planning and investment guidance based on individual client goals and needs.
• Conduct client meetings, identify financial planning and investment needs, and provide guidance on retirement, investment strategies, and broader wealth management solutions.
• Develop new and existing relationships through the firm's established channels.
• Support the continued growth of the practice while gradually assuming greater responsibility for client relationships.
• Partner with the lead advisor to collaborate on strategy and best practices.

Skills

Wealth management

Financial planning

Investment advisory

Client relationships

Communication skills

Investment concepts

Entrepreneurial

Self-motivated

Education

Series 7

Series 65/66

CFP preferred

Job description

Job Description

• Woodbury, NJ (Southern New Jersey )(initially primarily in-office, with potential for 1 to 2 remote days per week once fully acclimated)


• Industry: Wealth management / financial advisory services


• Salary: $70,000 to $80,000 base DOE, plus incentive-based compensation

Associate Financial Advisor (** part of the firm's multi-year succession plan for an advisor that is retiring)

• Woodbury, NJ (Southern New Jersey )(initially primarily in-office, with potential for 1 to 2 remote days per week once fully acclimated)


• Industry: Wealth management / financial advisory services


• Salary: $70,000 to $80,000 base DOE, plus incentive-based compensation

About The Role

Our client is an established and growing wealth management practice in Southern New Jersey. The advisor will service and grow existing clients , while working closely with the firm's senior advisor.

The role offers a meaningful long-term career path as part of the firm's multi-year succession plan. This is not a traditional cold-calling or high-pressure sales role; the ideal candidate is relationship-driven, energetic, and interested in growing the business organically through existing channels and by servicing current clients.

Key Responsibilities

• Develop and maintain strong relationships with existing clients within the practice


• Provide financial planning and investment guidance based on individual client goals and needs


• Conduct client meetings, identify financial planning and investment needs, and provide guidance on retirement, investment strategies, and broader wealth management solutions.


• Develop new and existing relationships through the firm's established channels


• Support the continued growth of the practice while gradually assuming greater responsibility for client relationships


• Partner with the lead advisor to collaborate on strategy and best practices

Qualifications

• Prior relevant experience in wealth management, financial planning, investment advisory, or a related financial services environment; open to varying levels of experience where drive and professionalism are evident


• Series 7 required


• Series 65 or Series 66 required


• CFP preferred but not required; support toward obtaining the designation is available


• Strong client relationship management and communication skills


• Financial planning orientation and solid understanding of investment concepts


• Energetic, self-motivated, and proactive, with a passion for exceptional client service


• Ability to work effectively within a small, collaborative, entrepreneurial environment


• Entrepreneurial, with a strong desire to make an impact and be part of the continued growth of a thriving practice.

What They Offer

Why is This a Great Opportunity:

• Base salary of $70,000 to $80,000, plus incentive-based compensation


• A clear, thoughtful, and meaningful long-term career path as part of the firm's multi-year succession plan, with built-in mentorship and professional development


• Opportunity to build a long-term career as a servicing advisor or develop an independent book over time


• Support toward obtaining the CFP or other professional designations


• A small, collaborative, entrepreneurial team environment


• Medical stipend toward health benefits if needed, along with generous PTO


• Potential for a hybrid work environment once acclimated