Junior Wealth Advisor — Client-Focused, Growth Path

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

Benefits offered by this job

Mentorship and professionalDevelopment

Hybrid work model

Health stipend and generous PTO

Job summary

Right Executive Search, LLC is seeking an Associate Financial Advisor / Servicing Advisor in Woodbury, NJ to service and grow existing clients while working with the senior advisor. The role is part of a multi-year succession plan and emphasizes relationship-driven, client-focused service rather than hard selling.

Initially in-office with potential for 1-2 remote days per week after acclimation; offers base salary $70,000 to $80,000 plus incentive-based compensation, mentorship, and a path to

Qualifications

• Experience in wealth management or financial planning.
• Strong client relationship and communication skills.
• Ability to work in a small, entrepreneurial environment.

Responsibilities

• Develop and maintain strong relationships with existing clients within the practice.
• Provide financial planning and investment guidance based on client goals.
• Conduct client meetings and identify planning and investment needs.
• Develop new and existing relationships through the firm's channels.
• Support growth of the practice while gradually taking greater responsibility for client relationships.
• Partner with the lead advisor to collaborate on strategy and best practices.

Skills

Series 7

Series 65/66 preferred

CFP preferred

Client relationship management

Financial planning orientation

Education

CFP designation preferred

Job description

Right Executive Search, LLC is seeking an Associate Financial Advisor / Servicing Advisor in Woodbury, NJ to service and grow existing clients while working with the senior advisor. The role is part of a multi-year succession plan and emphasizes relationship-driven, client-focused service rather than hard selling.

Initially in-office with potential for 1-2 remote days per week after acclimation; offers base salary $70,000 to $80,000 plus incentive-based compensation, mentorship, and a path to