Associate Financial Advisor - Growth Path & Hybrid Work

NPAworldwide; Woodbury (NJ); Hybrid; USD 70,000 - 80,000; Full time

Job summary

NPAworldwide is seeking an Associate Financial Advisor in Woodbury, NJ to service and grow existing clients within a growing wealth management practice. This role starts in-office with potential for 1–2 remote days per week as the practice acclimates.

The position offers a long-term career path as part of a succession plan, with base salary of $70,000–$80,000 DOE plus incentive-based compensation. The advisor will work closely with the senior advisor to expand the client base.

Qualifications

• Prior relevant experience in wealth management, financial planning, investment advisory, or related financial services.
• Series 7 is required.
• Series 65 or 66 is required.
• CFP preferred but not required; support toward obtaining the designation is available.
• Strong client relationships and communication skills.
• Financial planning orientation and solid understanding of investment concepts.
• Energetic, self-motivated, and proactive.
• Ability to work in a small, collaborative, entrepreneurial environment.
• Entrepreneurial with a strong desire to grow the practice.

Responsibilities

• Develop and maintain strong relationships with existing clients within the practice.
• Provide financial planning and investment guidance based on individual client goals and needs.
• Conduct client meetings, identify financial planning and investment needs, and provide guidance on retirement, investment strategies, and broader wealth management solutions.
• Develop new and existing relationships through the firm's established channels.
• Support the continued growth of the practice while gradually assuming greater responsibility for client relationships.
• Partner with the lead advisor to collaborate on strategy and best practices.

Skills

Wealth management

Financial planning

Investment advisory

Client relationships

Communication skills

Investment concepts

Entrepreneurial

Self-motivated

Education

Series 7

Series 65/66

CFP preferred

Job description

NPAworldwide is seeking an Associate Financial Advisor in Woodbury, NJ to service and grow existing clients within a growing wealth management practice. This role starts in-office with potential for 1–2 remote days per week as the practice acclimates.

The position offers a long-term career path as part of a succession plan, with base salary of $70,000–$80,000 DOE plus incentive-based compensation. The advisor will work closely with the senior advisor to expand the client base.