Associate Wealth Advisor: Client Impact & Growth Path

HighTower Advisors, LLC; Madison (NJ); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave (16 weeks/8 weeks)

401k matching

HSA employer contributions

Student loan assistance

Discretionary bonus

Direct client exposure

Career growth opportunities

Job summary

Egan Wealth Advisors in Madison, NJ is seeking an Associate Wealth Advisor to join our growing team. The role supports client relationships, financial planning and investment management, reporting to a Senior Wealth Advisor, with opportunity for professional growth in a collaborative wealth management practice.

This in-office position requires five days on-site in Madison, NJ, with exposure to clients and direct involvement in advisory operations and client service excellence.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFP certification or active pursuit within three years.
• Experience with financial planning, investment management and advisory operations.
• Strong analytical, problem-solving and critical thinking skills.
• Excellent written, verbal and interpersonal communication.
• Team-oriented mindset to support a growing advisory practice.
• Experience using wealth-tech platforms: eMoney, Salesforce, Tamarac.
• Direct experience interacting with high-net-worth clients.

Responsibilities

• Support client relationships and onboarding processes.
• Prepare for client meetings with data gathering and presentations.
• Respond to client service requests and account inquiries promptly.
• Prepare investment analyses and proposals for client consideration.
• Support financial planning and wealth management plans.
• Collaborate with advisory, planning, operations and relationship teams.
• Maintain accurate client records and assist with account administration.
• Ensure adherence to regulatory requirements and internal policies.
• Contribute to process improvements for efficiency and client service.

Skills

Wealth management

Client relations

Financial planning

Investment management

Communication skills

Team oriented

Analytical thinking

Education

Bachelor's in Finance/ Economics/ Business

CFP certification

Tools

eMoney

Salesforce

Tamarac

Job description

Egan Wealth Advisors in Madison, NJ is seeking an Associate Wealth Advisor to join our growing team. The role supports client relationships, financial planning and investment management, reporting to a Senior Wealth Advisor, with opportunity for professional growth in a collaborative wealth management practice.

This in-office position requires five days on-site in Madison, NJ, with exposure to clients and direct involvement in advisory operations and client service excellence.