Associate Wealth Advisor — Hands-on Client Wealth Strategy

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

Benefits offered by this job

Health insurance

Parental leave

401k match

HSA contributions

Student loan assistance

Pet insurance

Discretionary bonus

Career growth opportunities

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client service focus

Analytical skills

Communication skills

Team oriented

High-net-worth client experience

Education

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

CFP certification or pursuit

Tools

eMoney

Salesforce

Tamarac

Job description

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.