Associate Wealth Advisor — Growth & Client Impact

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA/FSA

Telehealth

401(k) match

Paid time off

Work-from-home days

Summer Fridays

Education assistance

Job summary

Premier Path Wealth Partners in Madison, NJ is seeking an experienced Associate Wealth Advisor (CFP or equivalent) to deliver exceptional client service and build long-term relationships.

You will manage client plans, lead relationships from planning through implementation, and collaborate with a fast-growing team in a role with growth opportunities and a competitive benefits package.

Qualifications

• 5+ years of client-facing wealth management experience.
• Strong financial planning and relationship management skills.
• Exceptional communication, organization, and problem-solving abilities.

Responsibilities

• Serve as 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

Wealth management

Financial planning

Client relations

Communication

Organization

Problem solving

Independence

Growth mindset

Education

CFP designation

Job description

Premier Path Wealth Partners in Madison, NJ is seeking an experienced Associate Wealth Advisor (CFP or equivalent) to deliver exceptional client service and build long-term relationships.

You will manage client plans, lead relationships from planning through implementation, and collaborate with a fast-growing team in a role with growth opportunities and a competitive benefits package.