Associate Financial Advisor

RIA Recruiting; Village of Garden City (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance plan with company-con

401(k) with employer match

PTO 13 days plus holidays

CFP education sponsorship

Mentorship to Financial Advisor role

No business development required

Job summary

Davidov Wealth Group in Garden City, NY seeks an Associate Advisor to join our wealth planning team. You will build and amend client financial plans, analyze tax and investment statements, and prepare briefing materials for advisors.

The role emphasizes collaboration, learning new tools, and client-focused service without business development duties. You will have the chance to grow into a Financial Advisor role working with existing clients and mentoring, with firm-sponsored CFP education and a

Qualifications

• 1 year of financial planning/advisory experience.
• Experience with planning and portfolio tools is a plus but not required.
• Strong organization and attention to detail.
• Ability to learn and implement new technology and software.
• Clear communication and ability to work in a team.

Responsibilities

• Build, maintain, and amend financial plans for clients.
• Analyze tax returns and investment statements prior to client meetings.
• Prepare pre-meeting checklists and briefing materials for advisors.
• Update financial plans as client circumstances change.
• Coordinate with client service on data gathering and account info.
• Communicate with clients via phone and email about planning.
• Prepare income tax projections and run scenarios.
• Assist with rebalancing client portfolios.
• Support process improvements within the team.

Skills

Financial planning

Attention to detail

Independent work

Communication

Team collaboration

Education

Series 65

CFP pursuing encouraged

Tools

eMoney

Redtail

Schwab Advisor Center

CircleBlack

Morningstar

Holistiplan

Job description

Davidov Wealth Group, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Associate Advisor to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking an Associate Financial Advisor to assist with building and amending financial plans for our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at www.davidovfinancial.com.

Compensation

• Salary range of $90K-$120K, commensurate with relevant experience
• Performance-based bonus
• Great Work/Life Balance with a Monday-Friday Schedule
• Health Insurance Plan with Company Contribution (50% of premium)
• Simple IRA with 3% employer match
• Generous PTO Policy & Paid Holidays – 13 PTO days to start
• A defined growth path with mentorship to a Financial Advisor role working with existing clients and managing relationships
• Firm-sponsored CFP education and designation
• No business development required

Responsibilities Include

• Build, maintain, and amend financial plans for clients
• Analyze tax returns and investment statements prior to client review meetings
• Prepare pre-meeting checklists and briefing materials for advisors
• Update financial plans as client circumstances change
• Coordinate with the client service team on data gathering and account info
• Communicate with clients via phone and email regularly financial planning info and follow up tasks
• Prepare income tax projections and run income tax scenario analyses
• Assist with rebalancing client portfolios
• We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas where we can improve. We want your input to help the firm and this position improve over time!

Requirements

• 1 year of financial planning/advisory experience
• Experience with financial planning and portfolio tools – experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not required
• Organization skills & attention to detail
• Ability to work independently while prioritizing projects and managing your time – we do not micromanage
• Ability to learn and implement new technology and software
• Ability to communicate well and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy
• Those interested in or currently pursuing the CFP are encouraged to apply
• Series 65 is a plus but not required

The Process

Qualified candidates will start the process by having a 15–30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.