Associate Financial Advisor

Davidov Financial Coaching, LLC; Village of Garden City (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health Insurance Plan with 50% company

Simple IRA with 3% employer match

13 PTO days + paid holidays

Mentorship toward CFP designation

Job summary

Davidov Wealth Group in Garden City, NY seeks an Associate Advisor to join a dedicated financial planning team. The role focuses on building and updating client financial plans and supporting advisors with analysis and client communications.

Qualified candidates have at least 1 year of planning experience, familiarity with planning tools, and a collaborative mindset. A Monday–Friday schedule, health insurance with company contribution, a 3% Simple IRA match, and paid time off are offered along

Qualifications

• 1 year of financial planning/advisory experience
• Organization skills and attention to detail
• Ability to work independently while prioritizing projects
• Strong communication skills and collaboration
• Willingness to pursue CFP designation and related training
• CFP designation encouraged or pursued is a plus

Responsibilities

• 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 client service team on data gathering
• Communicate financial planning information to clients by phone and email
• Prepare income tax projections and run tax scenario analyses
• Assist with rebalancing client portfolios
• Contribute to process improvements within the team

Skills

Financial planning

Client service

Time management

Independent worker

CFP pursuit

Education

Series 65 (optional)

CFP designation encouraged

Tools

eMoney

Redtail

Schwab Advisor Center

CircleBlack

Morningstar

Holistiplan

Job description

Hiring Manager: Brian Luper - [e-mail]

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

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.