Associate Financial Advisor

Strategic People Advisors; Parsippany-Troy Hills (NJ); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Training program

Licensing sponsorship

Hybrid work model

Job summary

Strategic People Advisors is recruiting an Associate Financial Advisor for a prominent wealth management team aligned with OneAmerica Financial®. This direct-hire, joint-work role pairs a developing professional with an established, top-producing team, integrating into active client cases and collaborating on strategy and planning.

You will support senior advisors in client data analysis and meetings, maintain relationships, and participate in business development and educational events.

Qualifications

• FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
• Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
• 1–3 years of experience in banking, insurance, or consultative client-facing sales.
• High coachability, strong active-listening skills, and a collaborative mindset.

Responsibilities

• Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
• Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
• Manage existing client relationships, addressing daily operational inquiries with high professional standards.
• Collaborate with the team on local business development, group workshops, and educational marketing events.

Skills

Active listening

Team collaboration

Client-facing communication

Financial analysis

Education

FINRA Series 7

FINRA Series 66

Life & Health Insurance License

Job description

About Strategic People Advisors

Strategic People Advisors is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.

Position Overview

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.

Key Responsibilities

• Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
• Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
• Manage existing client relationships, addressing daily operational inquiries with high professional standards.
• Collaborate with the team on local business development, group workshops, and educational marketing events.

Requirements

• FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
• Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
• 1–3 years of experience in banking, insurance, or consultative client-facing sales.
• High coachability, strong active-listening skills, and a collaborative mindset.

Compensation & Professional Development

• Competitive income plus performance-based bonuses and joint-work splits.
• Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
• $50,000 - $100,000 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

This position operates on a professional hybrid schedule once initial training and licensing are completed.

For more information about our candidate process, visit us at https://www.strategicpeopleadvisors.com/.