Wealth Advisor

Jobot; Madison (NJ); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Premium health, dental, and vision

401(K)

bonus structure

Friday work from home flexibility

generous PTO

paternity leave

Job summary

Jobot in Madison, NJ seeks a Wealth Advisor to serve as the primary advisor for client relationships up to $3 million in assets, delivering thoughtful advice and proactive communication in a hybrid, permanent role.

Focus on advising, not business development, with opportunities to collaborate with senior advisors and expand expertise in high-net-worth planning. Competitive benefits include health, 401(k), bonus, and PTO with Friday work-from-home flexibility.

Qualifications

• CFP designation required.
• 3–5 years of wealth management or financial planning experience.
• Ability to manage client relationships directly.
• Strong communication and judgment.

Responsibilities

• Lead client meetings and manage ongoing financial planning and relationship needs.
• Partner with senior advisors and the service team to coordinate a responsive client experience.
• Identify evolving client priorities and translate them into clear, actionable planning recommendations.
• Develop your expertise through collaboration on larger, more complex relationships.

Skills

Relationship management

Communication

Financial planning

Client meetings

Education

CFP designation

Job description

Wealth Advisor

$125000 - $150000 per year | Madison, NJ | Hybrid | Permanent

focus on advising not business development / hybrid / 1B AUM Independent RIA

We’re a growing, independent wealth management firm with more than $1 billion in assets under management, built entirely through organic growth. Our close-knit team combines an entrepreneurial mindset with a deeply personal approach to client service. We value initiative, collaboration, and people who take ownership while treating others with care.

Why join us?

Focus on advising and building relationships—not prospecting or bringing in new business.

Step into a client-facing role with meaningful relationship ownership from day one.

Expand your experience through exposure to more complex, high-net-worth planning.

Build toward a potential production-based advisor role as your capabilities and interests evolve.

• Premium health, dental, and vision
• 401(K)
• bonus structure
• Friday work from home flexibility
• generous PTO
• paternity leave

Job Details

You’ll serve as the primary advisor for an assigned group of client relationships with up to $3 million in assets, delivering thoughtful advice, proactive communication, and consistent follow-through.

What you’ll do:

• Lead client meetings and manage ongoing financial planning and relationship needs.
• Partner with senior advisors and the service team to coordinate a responsive client experience.
• Identify evolving client priorities and translate them into clear, actionable planning recommendations.
• Manage competing priorities independently while staying flexible as the firm grows.
• Develop your expertise through collaboration on larger, more complex relationships.

What you’ll bring:

• CFP designation required.
• Approximately 3–5 years of relevant wealth management or financial planning experience.
• Confidence working directly with clients and taking ownership of relationships.
• Strong emotional intelligence, sound judgment, and clear communication.
• A proactive approach: you’re comfortable making progress independently, asking thoughtful questions, and adapting when priorities shift.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.