Associate Wealth Advisor

Novi Wealth; Princeton (NJ); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive Salary

Performance-based Bonus

401(k) with firm contribution

Health, dental, and vision insurance

PTO and parental leave

Tuition reimbursement & CFP® support

Job summary

Novi Wealth Partners is a fee-only, independent wealth management firm dedicated to client-centered planning and integrity. We seek a Senior Associate Wealth Advisor to join a collaborative team and grow within the firm.

The role emphasizes relationship-driven financial planning over product-pushing, with opportunities to advance to Wealth Advisor. The position offers a hybrid work model designed to support professional excellence and personal well-being, with a clear path for internal

Qualifications

• Bachelor's degree required.
• CFP designation.
• 3-5 years of experience in financial services (client advisory or paraplanner roles preferred).
• Strong communication, analytical, and relationship-management skills.
• A mindset rooted in humility, curiosity, and lifelong learning.

Responsibilities

• Client Engagement: Lead or supporting advisor in client meetings; translate client conversations into actionable plans and follow-ups; manage ongoing client communication and financial planning deliverables.
• Financial Planning & Analysis: Build and maintain comprehensive client files; create/update core planning deliverables (cash flow projections, beneficiary reviews, tax analyses, investment plans); partner with other advisors to develop advanced planning strategies.
• Investment Strategy: Prepare and present Investment Policy Statements (IPS); monitor portfolios and prepare trades for approval; analyze existing portfolios and provide recommendations for new accounts.
• Cross-Team Collaboration: Work with client attorneys, accountants, and operations team; participate in committees and planning meetings; provide backup support for client calls and service issues.

Skills

Communication skills

Analytical thinking

Relationship management

Humility & curiosity

Education

Bachelor's degree

CFP designation

Job description

Make a Meaningful Impact With Your Financial Planning Career

Are you passionate about using your financial planning expertise to help others live more fulfilling lives without being pressured to “sell” products? At Novi Wealth Partners, we believe in delivering life-changing advice through deep relationships and client-centered planning—not pushing products or chasing trends.

As a fee-only, independent wealth management firm, we place integrity, education, and empathy at the heart of our client work. We are seeking a Senior Associate Wealth Advisor with a strong foundation in financial planning. Someone who thrives in a collaborative team environment and is looking for a long-term career path.

What Makes Novi Different?

• Client-first culture: We don’t sell products. We deliver trusted advice.


• Collaborative team: Work alongside experienced advisors who support one another.


• Flexible environment: Hybrid work model designed to support professional excellence and personal well-being.


• Path to growth: We actively promote from within. Our Associate Advisors are supported and encouraged to become Wealth Advisors.

Key Responsibilities

• Client Engagement
  
  
  
  • Serve as a lead or supporting advisor in client meetings.
  
  
  • Translate client conversations into actionable plans and follow-ups.
  
  
  • Manage ongoing client communication and financial planning deliverables.
  
  
  
  


• Financial Planning & Analysis
  
  
  
  • Build and maintain comprehensive client files.
  
  
  • Create and update core planning deliverables such as cash flow projections, beneficiary reviews, tax analyses, investment plans, etc.
  
  
  • Partner with other advisors to develop and refine advanced planning strategies.
  
  
  
  


• Investment Strategy
  
  
  
  • Prepare and present Investment Policy Statements (IPS).
  
  
  • Monitor client portfolios and prepare trades for approval as needed.
  
  
  • Analyze existing investment portfolios and provide recommendations for new investment accounts.
  
  
  
  


• Cross-Team Collaboration
  
  
  
  • Work closely with client attorneys, accountants, and our operations team to ensure timely and accurate implementation of recommendations.
  
  
  • Participate in internal committees and planning meetings.
  
  
  • Provide backup support for incoming client calls and customer service issues to ensure a seamless client experience.
  
  
  
  

What We’re Looking For

• Bachelor's degree required


• CFP® designation


• 3-5 years of experience working in financial services (client advisory or paraplanner roles preferred)


• Strong communication, analytical, and relationship-management skills


• A mindset rooted in humility, curiosity, and lifelong learning

Compensation & Benefits

• Competitive Salary


• Incentive Bonus: Performance-based, tied to firm and individual goals


• Benefits include:
  
  
  
  • 401(k) with generous firm contribution
  
  
  • Health, dental, and vision insurance
  
  
  • Paid Time Off (PTO) and parental leave
  
  
  • Tuition reimbursement and support for CFP® certification/continuing education
  
  
  
  

Whether you’re returning to the profession, looking to grow your advisory career, or seeking a firm that aligns with your values, we invite you to explore a future with Novi Wealth.

"Empowering all to find their definition of wealth, while providing the confidence to achieve it."