Senior Wealth Advisor: Client-First, Growth Path

Novi Wealth Partners; Princeton (NJ); In loco; USD 100.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with company contribution

Health, dental, and vision insurance

Paid Time Off (PTO) and parental leave

Tuition reimbursement & CFP support

Descrizione del lavoro

Novi Wealth Partners is a fee-only, independent wealth management firm hiring a Senior Associate Wealth Advisor with a strong foundation in financial planning. You will collaborate with seasoned advisors, create client plans, and guide clients through important financial decisions over the long term.

The role emphasizes a client-first culture and collaborative teamwork, with opportunities to develop lasting relationships, translate goals into actionable strategies, monitor portfolios, and work

Competenze

• Bachelor's degree required.
• 3–5 years of experience in financial services; client advisory or paraplanner experience preferred.
• Strong communication, analytical, and relationship-management skills.
• Exceptional client-service mindset and genuine interest in helping people.
• Strong alignment with Novi's values and client-first philosophy.
• Humility, empathy, curiosity, and a commitment to lifelong learning.
• Ability to collaborate effectively and contribute positively to a team environment.
• Long-term career path and ownership mindset.

Mansioni

• Lead or support client meetings and build trusted client relationships.
• Listen to client goals and translate conversations into actionable plans.
• Manage ongoing client communication and deliverables.
• Deliver a high-touch client experience and maintain comprehensive client files.
• Prepare and present planning deliverables (IPS, cash flow, tax analyses).
• Monitor portfolios and coordinate with attorneys, accountants, and operations.
• Support internal committees and provide backup client support.

Conoscenze

Client advisory

Relationship management

Communication skills

Analytical skills

Team collaboration

Formazione

Bachelor's degree

Descrizione del lavoro

Novi Wealth Partners is a fee-only, independent wealth management firm hiring a Senior Associate Wealth Advisor with a strong foundation in financial planning. You will collaborate with seasoned advisors, create client plans, and guide clients through important financial decisions over the long term.

The role emphasizes a client-first culture and collaborative teamwork, with opportunities to develop lasting relationships, translate goals into actionable strategies, monitor portfolios, and work