Wealth Advisor: Client-First Planning with Growth Path

Noviwealth; Princeton, Northern (NJ, KY); Hybride; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Competitive Salary

Performance-based Bonus

401(k) with firm contribution

Health, dental, and vision insurance

PTO and parental leave

Tuition reimbursement & CFP® support

Résumé du poste

Novi Wealth Partners is a fee-only, independent wealth management firm dedicated to client-centered planning and integrity. We seek a Senior Associate Wealth Advisor to join a collaborative team and grow within the firm.

The role emphasizes relationship-driven financial planning over product-pushing, with opportunities to advance to Wealth Advisor. The position offers a hybrid work model designed to support professional excellence and personal well-being, with a clear path for internal

Qualifications

• Bachelor's degree required.
• CFP designation.
• 3-5 years of experience in financial services (client advisory or paraplanner roles preferred).
• Strong communication, analytical, and relationship-management skills.
• A mindset rooted in humility, curiosity, and lifelong learning.

Responsabilités

• Client Engagement: Lead or supporting advisor in client meetings; translate client conversations into actionable plans and follow-ups; manage ongoing client communication and financial planning deliverables.
• Financial Planning & Analysis: Build and maintain comprehensive client files; create/update core planning deliverables (cash flow projections, beneficiary reviews, tax analyses, investment plans); partner with other advisors to develop advanced planning strategies.
• Investment Strategy: Prepare and present Investment Policy Statements (IPS); monitor portfolios and prepare trades for approval; analyze existing portfolios and provide recommendations for new accounts.
• Cross-Team Collaboration: Work with client attorneys, accountants, and operations team; participate in committees and planning meetings; provide backup support for client calls and service issues.

Connaissances

Communication skills

Analytical thinking

Relationship management

Humility & curiosity

Formation

Bachelor's degree

CFP designation

Description du poste

Novi Wealth Partners is a fee-only, independent wealth management firm dedicated to client-centered planning and integrity. We seek a Senior Associate Wealth Advisor to join a collaborative team and grow within the firm.

The role emphasizes relationship-driven financial planning over product-pushing, with opportunities to advance to Wealth Advisor. The position offers a hybrid work model designed to support professional excellence and personal well-being, with a clear path for internal