Hybrid Associate Financial Advisor — Succession Path

Right Executive Search, LLC; Woodbury (NJ); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Hybrid work environment

Mentorship and professional develop‑m­

Medical stipend toward health benefits

Job summary

Right Executive Search, LLC in Woodbury, NJ is seeking an Associate Financial Advisor to join a growing wealth management practice. The role, part of a succession plan, focuses on servicing and growing existing clients with mentorship from the senior advisor.

Initially in-office with potential for 1–2 remote days per week once acclimated; base salary $70,000–$80,000 DOE plus incentive compensation, and a clear path to long-term career advancement within a collaborative, entrepreneurial team.

Qualifications

• Experience in wealth management or financial services.
• Series 7 preferred; CFP certification encouraged but not required.
• Strong client relationship management and communication skills.
• Ability to thrive in a small, collaborative entrepreneurial environment.

Responsibilities

• Develop and maintain strong relationships with existing clients within the practice.
• Provide financial planning and investment guidance based on individual client goals and needs.
• Conduct client meetings, identify financial planning and investment needs, and provide guidance on retirement, investment strategies, and broader wealth management solutions.
• Develop new and existing relationships through the firm's established channels.
• Support the continued growth of the practice while gradually assuming greater responsibility for client relationships.
• Partner with the lead advisor to collaborate on strategy and best practices.

Skills

Relationship building

Financial planning

Investment concepts

Communication skills

Entrepreneurial mindset

Proactive

Education

Series 7 license

CFP (preferred)

Job description

Right Executive Search, LLC in Woodbury, NJ is seeking an Associate Financial Advisor to join a growing wealth management practice. The role, part of a succession plan, focuses on servicing and growing existing clients with mentorship from the senior advisor.

Initially in-office with potential for 1–2 remote days per week once acclimated; base salary $70,000–$80,000 DOE plus incentive compensation, and a clear path to long-term career advancement within a collaborative, entrepreneurial team.