Associate Financial Advisor

OnePoint BFG Wealth Partners; Parsippany-Troy Hills (NJ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Gym on-site

High-end office in Parsippany NJ

Job summary

OnePointBFG Wealth Partners seeks a junior advisor support professional to assist in crafting financial plans and investment portfolios under senior guidance. You will participate in client meetings, perform risk assessments, and help prepare materials for discussions, while learning across research, compliance, and business development.

The role includes supporting ORION and E-money reporting, staying updated on industry trends, and contributing to a collaborative client service environment.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Series 65 required
• Life & Health Insurance preferred

Responsibilities

• Assist in creating financial plans and investment portfolios.
• Conduct risk assessments and propose investment solutions.
• Participate in client meetings and support client service.
• Assist with ORION and E-money reports and presentations.
• Ensure materials are client-ready for Advisor meetings.

Skills

Analytical skills

Communication skills

Interpersonal skills

Microsoft Office

Teamwork

Attention to detail

Education

Bachelor's degree in finance, business, or related field

Series 65

Life & Health Insurance preferred

Tools

Microsoft Office Suite

Job description

OnePointBFG Wealth Partners is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members.

Assists senior advisor in creating financial plans and investment portfolios for clients. Conducts risk assessments and provides clients with appropriate investment solutions. Participates in client meetings, enhancing communication skills and client service.

Responsibilities:

Client Engagement:

• Assist in building and maintaining current client relationships to become their key point of contact.
• Participate in client meetings, taking notes and following up on action items.
• Handle routine client inquiries and communications and prepare materials for meetings.

Financial Analysis and Research:

• Assist in developing financial plans and conducting financial analyses under the guidance of the Think Tank and Advisor.
• Assist with ORION, E-money reports and presentations.
• Provide updates on outstanding items during weekly meeting; manage relationship with Think Tank to confirm all processes are working proficiently
• Review meeting materials to ensure they are client ready, so Advisor is prepared for his meetings.

Learning and Development:

• Stay updated on industry trends, best practices, and new products.
• Participate in training and development programs to enhance skills and knowledge.
• Seek opportunities to learn from senior advisors and other team members.
• Certify that all compliance and communication requirements are being met.
• Provide guidance and strategy for new business development and aid in the sales cycle.
• Respond to client questions and concerns with the ability to put yourself in their position to anticipate their questions.
• Understand the client’s point of view and provide answers to questions in a timely manner ensuring the client fully comprehends the response.
• Provide detailed and clear answers to questions from clients and fellow coworkers and be responsive to any inquiries.

Skills and Qualifications:

Education:

Bachelor's degree in finance, business, or a related field is often preferred.

Series 65 required

Life & Health Insurance preferred

Experience:

3-5 years minimum in finance, wealth management, RIA experience a plus

Skills:

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite and other relevant software.
• Ability to work independently and as part of a team.
• Strong organizational skills and attention to detail.

Other:

• A desire to learn and grow in the financial advisory field.
• A commitment to providing excellent client service.
• Ability to handle confidential information with discretion.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.

Why Join Us:

• Opportunity to play a key role in the growth and success of a leading RIA firm.
• Collaborative and supportive team environment.
• Competitive salary and benefits package.
• Continuous professional development opportunities.
• High end office located in Parsippany NJ with gym on-site.
• Culture activities focused on health & wellness, team collaboration, and employee engagement.