Wealth Advisor Associate - Client Growth & Learning

OnePoint BFG Wealth Partners; Parsippany-Troy Hills (NJ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Gym on-site

High-end office in Parsippany NJ

Job summary

OnePointBFG Wealth Partners seeks a junior advisor support professional to assist in crafting financial plans and investment portfolios under senior guidance. You will participate in client meetings, perform risk assessments, and help prepare materials for discussions, while learning across research, compliance, and business development.

The role includes supporting ORION and E-money reporting, staying updated on industry trends, and contributing to a collaborative client service environment.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Series 65 required
• Life & Health Insurance preferred

Responsibilities

• Assist in creating financial plans and investment portfolios.
• Conduct risk assessments and propose investment solutions.
• Participate in client meetings and support client service.
• Assist with ORION and E-money reports and presentations.
• Ensure materials are client-ready for Advisor meetings.

Skills

Analytical skills

Communication skills

Interpersonal skills

Microsoft Office

Teamwork

Attention to detail

Education

Bachelor's degree in finance, business, or related field

Series 65

Life & Health Insurance preferred

Tools

Microsoft Office Suite

Job description

OnePointBFG Wealth Partners seeks a junior advisor support professional to assist in crafting financial plans and investment portfolios under senior guidance. You will participate in client meetings, perform risk assessments, and help prepare materials for discussions, while learning across research, compliance, and business development.

The role includes supporting ORION and E-money reporting, staying updated on industry trends, and contributing to a collaborative client service environment.