Associate Wealth Advisor

Premier Path Wealth Partners; Madison (NJ); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA/FSA

401(k) with company match

Paid time off (PTO)

Work-from-home days

Summer Fridays

Education assistance

Job summary

Premier Path Wealth Partners seeks an experienced wealth management professional to serve as a trusted advisor for UHNW clients, leading relationships from planning to implementation and developing comprehensive financial plans. You will advise on retirement, estate, tax and risk strategies while managing portfolios aligned with client goals.

The role emphasizes collaboration with advisors, contributing to planning tech, reporting, and strategic initiatives.

Qualifications

• 5+ years of client-facing wealth management experience.
• Strong financial planning and relationship management skills.
• Exceptional communication, organization, and problem-solving abilities.
• Self-starter mindset with ability to work independently and collaboratively.

Responsibilities

• Serve as a trusted advisor and primary point of contact for assigned clients.
• Lead client relationships from planning through implementation.
• Develop and present comprehensive financial plans.
• Provide guidance on retirement, estate, tax, risk management, and philanthropic planning.
• Manage investment portfolios aligned with client goals and risk tolerance.
• Collaborate closely with advisors and team members across the business.
• Support investment management, planning technology, reporting, and strategic initiatives.

Skills

Client relationship management

Financial planning

Communication

Problem solving

Job description

Position Overview

At Premier Path Wealth Partners, we don't just manage wealth—we help ultra-high-net-worth families build meaningful, multi-generational legacies.

We are a fast-growing, entrepreneurial firm driven by an Owner's Mindset—where every team member is empowered to think, act, and grow like an owner. Our culture is built on integrity, grit, an obsession with exceptional client service, and continuous improvement, and we back that up by investing in our people.

If you're looking for a place where you can accelerate your career, be challenged, and directly participate in the success you help create—this is the opportunity for you.

What You’ll Do

• Serve as a trusted advisor and primary point of contact for assigned clients.


• Lead client relationships from planning through implementation.


• Develop and present comprehensive financial plans.


• Provide guidance on retirement, estate, tax, risk management, and philanthropic planning.


• Manage investment portfolios aligned with client goals and risk tolerance.


• Collaborate closely with advisors and team members across the business.


• Support investment management, planning technology, reporting, and strategic initiatives.

Why This Role Stands Out

• Defined pathway to the Financial Advisor track.


• Full support for professional development.


• Mentorship and real-world exposure—not just \"behind-the-scenes\" work.


• Opportunity to grow in a high-performance, team-driven environment

What We’re Looking For

• 5+ years of client-facing wealth management experience


• Strong financial planning and relationship management skills.


• Exceptional communication, organization, and problem-solving abilities.


• Self-starter mindset with the ability to work independently and collaboratively.


• Passion for continuous learning and professional growth.


• Standard hours are Monday through Friday, 8:30 AM – 5:00 PM


• Flexibility is required to support client needs, including occasional early mornings, evenings, or events.

Compensation

• Base salary: $125,000-$150,000 based on experience.


• Eligible for performance-based bonus tied to client satisfaction, retention, and contribution to firm growth


• This position is classified as exempt and is not eligible for overtime compensation. Compensation reflects the expectation of fulfilling responsibilities as required to meet business and client needs.

We believe in investing in our people and supporting both professional and personal well-being through a comprehensive benefits package.

• Medical, dental, and vision coverage, including HSA/FSA and telehealth options.


• 401(k) with a 3% company match.


• 3–5 weeks of paid time off plus a full holiday schedule.


• Pooled work-from-home days.


• Summer Fridays with early office closure.


• Education assistance and support for professional designations.

Premier Path Wealth Partners is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws.