Associate Financial Advisor: Client-Focused Wealth Planning

Wealth Enhancement; Melville (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Training & development

Medical, dental, vision

HSA & FSA

Life Insurance

Disability insurance

401k with match

Wellness programs

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking an Associate Financial Advisor in our Long Island, NY office. You will work with the advisory team to service clients, support senior advisors, and help achieve growth and client retention goals.

The position requires a 4-year degree (finance-related preferred), relevant licenses, and 2+ years in wealth management. You will contribute to planning, client reviews, and CRM-driven processes within a collaborative team environment.

Qualifications

• Bachelor's degree required; business/finance/economics preferred.
• Advanced designation or working toward CFP/CPA/MBA is desirable.
• Licenses: Series 7, 66; Series 65 for RIA.
• Insurance licenses required.
• 2+ years in wealth management industry.

Responsibilities

• Assist Financial Advisor during client meetings and follow-up.
• Manage client relationships and service standards for the advisory team.
• Take meeting notes and enter data into CRM promptly.
• Present financial advice or plans with the Financial Advisor.
• Gather planning information and clarify client data.

Skills

Client service

CRM management

Financial planning

Communication

Team collaboration

Education

4-year degree (business/finance/economics)

CFP / CPA / MBA (progress)

Series 7, 66

Series 65 (RIA)

Insurance licenses

Tools

CRM (customer relationship management)

Job description

Wealth Enhancement Group is seeking an Associate Financial Advisor in our Long Island, NY office. You will work with the advisory team to service clients, support senior advisors, and help achieve growth and client retention goals.

The position requires a 4-year degree (finance-related preferred), relevant licenses, and 2+ years in wealth management. You will contribute to planning, client reviews, and CRM-driven processes within a collaborative team environment.