Associate Financial Advisor

Talentify; Manasquan (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

Talentify is seeking an Associate Financial Advisor to support the wealth management team with financial plan preparation, portfolio strategy, and client meetings.

The role offers mentorship toward the CFP designation, with potential licensing support for Series 7 and 66, within a collaborative team environment and clear growth opportunities.

Qualifications

• Strong interest in building a long-term career in wealth management.
• Excellent communication skills (verbal and written).
• Highly organized with strong attention to detail.
• Advanced proficiency in Microsoft Excel (financial modeling, projections, data analysis).
• Comfortable with financial planning software and CRM systems.
• Entrepreneurial mindset with desire to grow revenue within a team environment.
• Professional presence and high personal accountability.

Responsibilities

• Role includes Advisor Support: financial plan preparation, portfolio strategy, meeting preparation, investment research, and case design.
• Business Development: prospecting support, client meetings, relationship cultivation, and personal production growth.
• Operations & Administrative Support: client onboarding, CRM management, and workflow execution.

Skills

Communication skills

Organization

Financial planning

Client relationship building

Accountability

Entrepreneurial mindset

Meeting preparation

Education

Series 7 and Series 66 preferred

Tools

Excel

CRM systems

Financial planning software

Job description

Associate Financial Advisor

Role Structure

• 50% Advisor Support - Financial plan preparation, portfolio strategy, meeting preparation, investment research, and case design.
• 25% Business Development - Prospecting support, client meetings, relationship cultivation, and personal production growth .
• 25% Operations & Administrative Support - Client onboarding, paperwork, CRM management, and workflow execution .

Qualifications & Skills

• Strong interest in building a long-term career in wealth management
• Excellent communication skills (verbal and written)
• Highly organized with strong attention to detail
• Advanced proficiency in Microsoft Excel (financial modeling, projections, data analysis, spreadsheet construction required)
• Comfortable with financial planning software and CRM systems
• Entrepreneurial mindset with desire to grow revenue within a team environment
• Professional presence and high personal accountability

Licensing & Professional Development

• Series 7 and Series 66 preferred
• If not currently licensed, candidate must obtain both within a timeframe determined on a case-by-case basis
• Defined path toward pursuing the CFP® designation with mentorship and professional development support

Compensation Structure

• Base salary position
• Performance bonus tied to personal production and overall firm growth
• Long-term growth opportunity within a collaborative team model