Familiarity with financial planning tools (e.g., eMoney, Redtail) is a plus
Strong organizational skills and attention to detail
Ability to work independently and manage time effectively
Proficient in learning new technology and software
Excellent communication skills for a collaborative environment
Adherence to office processes and client privacy standards
Interest in pursuing or currently pursuing CFP designation encouraged
Responsibilities
Build, maintain, and amend financial plans for clients
Analyze tax returns and investment statements before client meetings
Prepare pre-meeting checklists and briefing materials for advisors
Update financial plans as client circumstances change
Coordinate with the client service team for data gathering
Communicate regularly with clients about financial planning information
Prepare income tax projections and conduct scenario analyses
Assist with rebalancing client portfolios
Contribute ideas for process improvements within the team
Benefits
Health insurance plan with 50% company contribution
Simple IRA with 3% employer match
Generous PTO policy with 13 days to start
Firm-sponsored CFP education and designation
Defined growth path with mentorship to a Financial Advisor role
No business development required
Great work/life balance with a Monday-Friday schedule
Full Job Description
Davidov Wealth Group, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Associate Advisor to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking an Associate Financial Advisor to assist with building and amending financial plans for our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at www.davidovfinancial.com.
Compensation:
Salary range of $90K-$120K, commensurate with relevant experience
Performance-based bonus
Great Work/Life Balance with a Monday-Friday Schedule
Health Insurance Plan with Company Contribution (50% of premium)
Simple IRA with 3% employer match
Generous PTO Policy & Paid Holidays - 13 PTO days to start
A defined growth path with mentorship to a Financial Advisor role working with existing clients and managing relationships
Firm-sponsored CFP education and designation
No business development required
Responsibilities include:
Build, maintain, and amend financial plans for clients
Analyze tax returns and investment statements prior to client review meetings
Prepare pre-meeting checklists and briefing materials for advisors
Update financial plans as client circumstances change
Coordinate with the client service team on data gathering and account info
Communicate with clients via phone and email regularly financial planning info and follow up tasks
Prepare income tax projections and run income tax scenario analyses
Assist with rebalancing client portfolios
We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas where we can improve. We want your input to help the firm and this position improve over time!
Requirements:
1 year of financial planning/advisory experience
Experience with financial planning and portfolio tools - experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not required
Organization skills & attention to detail
Ability to work independently while prioritizing projects and managing your time - we do not micromanage
Ability to learn and implement new technology and software
Ability to communicate well and work in a collaborative environment
Ability to follow office processes and policies related to office operations & client privacy
Those interested in or currently pursuing the CFP are encouraged to apply
Series 65 is a plus but not required
The Process:
Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.
