Associate Wealth Advisor - Egan Wealth Advisors

Hightower Advisors; Madison (NJ); Presencial; USD 80 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Parental leave

401k match

HSA contributions

Student loan assistance

Pet insurance

Discretionary bonus

Career growth opportunities

Resumo da oferta

Egan Wealth Advisors in Madison, NJ, seeks an Associate Wealth Advisor to join our growing team. This client-focused role supports client relationships, financial planning, and investment management while contributing to overall practice operations.

Reporting to a Senior Wealth Advisor, you will help with onboarding, meeting preparation, client inquiries, and investment analyses, with clear growth opportunities within the practice.

Qualificações

• 3+ years in wealth management or financial advisory.
• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP certification or willingness to obtain within three years.
• Experience with financial planning, investment management, and advisory operations.
• Strong communication and team collaboration.

Responsabilidades

• Support onboarding for new clients with a seamless and professional experience.
• Prepare for client meetings with data, presentations, and follow-up coordination.
• Respond promptly and professionally to client service requests and inquiries.
• Prepare investment analyses and proposals for client consideration.
• Support financial planning and wealth management plans across the practice.
• Collaborate with advisory, planning, operations, and relationship management teams to deliver exceptional client experience.
• Maintain accurate client records and assist with account administration and documentation.
• Ensure adherence to regulatory requirements and team policies.
• Contribute to process improvement projects that enhance efficiency and client service.

Conhecimentos

Client service focus

Analytical skills

Communication skills

Team oriented

High-net-worth client experience

Formação académica

Bachelor's degree in Finance, Economics, Business, or related field

CFP certification or pursuit

Ferramentas

eMoney

Salesforce

Tamarac

Descrição da oferta de emprego

About Egan Wealth Advisors

Egan Wealth Advisors is a private wealth management and financial planning team serving individuals, families, business owners, and retirees throughout New Jersey and New York. We provide personalized investment management, comprehensive financial planning, and long-term wealth strategies that help clients navigate complex financial decisions with confidence. We build our success on trusted relationships, exceptional client service, and a commitment to understanding each client's goals. We take pride in delivering customized solutions that empower clients to build their wealth for generations to come.

About Egan Wealth Advisors

Egan Wealth Advisors is a private wealth management and financial planning team serving individuals, families, business owners, and retirees throughout New Jersey and New York. We provide personalized investment management, comprehensive financial planning, and long-term wealth strategies that help clients navigate complex financial decisions with confidence. We build our success on trusted relationships, exceptional client service, and a commitment to understanding each client's goals. We take pride in delivering customized solutions that empower clients to build their wealth for generations to come.

The Opportunity

Egan Wealth Advisors is looking for an Associate Wealth Advisor to join our growing team in Madison, NJ. This role is ideal for a client-focused professional who excels in a collaborative environment and is passionate about helping clients achieve their financial goals.

Reporting directly to a Senior Wealth Advisor, you will help support client relationships, financial planning plans, investment management activities, and overall practice operations. We offer exposure to clients and a clear path for professional growth within a wealth management practice.

This position requires an in-office presence five days per week and is located in our Madison, NJ office.

What You'll Do

• Support the onboarding process for new clients, ensuring a seamless and professional experience.
• Help prepare for client meetings, including gathering data, developing presentations, and coordinating follow-up activities.
• Respond promptly and professionally to client service requests and account inquiries.
• Prepare investment analyses and proposals for client consideration.
• Support financial planning and wealth management plans across the practice.
• Collaborate with advisory, planning, operations, and relationship management teams to deliver exceptional client experience.
• Maintain accurate client records and assist with account administration and documentation.
• Ensure adherence to regulatory requirements, team policies, and industry best practices.
• Contribute to process improvement projects that enhance efficiency and client service.

What You Bring

• 3+ years of experience within the wealth management, investment management, or financial advisory industry.
• Bachelor's degree in Finance, Economics, Business, or a related field preferred.
• CFP® certification, active pursuit of CFP® certification, or willingness to obtain certification within three years of employment.
• Experience with financial planning, investment management, and advisory operations.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent written, verbal, and interpersonal communication skills.
• Team-oriented mindset with a willingness to support a growing advisory practice.
• Experience using eMoney, Salesforce, Tamarac, or similar wealth management technology platforms.
• Previous experience interacting directly with high-net-worth clients.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $80,000-95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
• Direct client exposure and hands-on advisory experience
• Significant opportunities for career growth

AN EQUAL OPPORTUNITY EMPLOYER

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.