Wealth Advisor | Hybrid, Client Ownership, HNW Planning

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

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.