The OpportunityEgan Wealth Advisors is looking for an Associate Wealth Advisor to join our growing team in Madison, NJ. This role is ideal for a client-focused professional who excels in a collaborative environment and is passionate about helping clients achieve their financial goals.
Reporting directly to a Senior Wealth Advisor, you will help support client relationships, financial planning plans, investment management activities, and overall practice operations. We offer exposure to clients and a clear path for professional growth within a wealth management practice.
This position requires an in-office presence five days per week and is located in our Madison, NJ office.What You'll Do- Support the onboarding process for new clients, ensuring a seamless and professional experience.
- Help prepare for client meetings, including gathering data, developing presentations, and coordinating follow-up activities.
- Respond promptly and professionally to client service requests and account inquiries.
- Prepare investment analyses and proposals for client consideration.
- Support financial planning and wealth management plans across the practice.
- Collaborate with advisory, planning, operations, and relationship management teams to deliver exceptional client experience.
- Maintain accurate client records and assist with account administration and documentation.
- Ensure adherence to regulatory requirements, team policies, and industry best practices.
- Contribute to process improvement projects that enhance efficiency and client service.
What You Bring- 3+ years of experience within the wealth management, investment management, or financial advisory industry.
- Bachelor's degree in Finance, Economics, Business, or a related field preferred.
- CFP® certification, active pursuit of CFP® certification, or willingness to obtain certification within three years of employment.
- Experience with financial planning, investment management, and advisory operations.
- Strong analytical, problem-solving, and critical thinking skills.
- Excellent written, verbal, and interpersonal communication skills.
- Team-oriented mindset with a willingness to support a growing advisory practice.
- Experience using eMoney, Salesforce, Tamarac, or similar wealth management technology platforms.
- Previous experience interacting directly with high-net-worth clients.
What We Offer- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary of $80,000-95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
- Direct client exposure and hands-on advisory experience
- Significant opportunities for career growth
