Associate Financial Advisor

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We are a premier financial planning and wealth management firm operating out of our office in Ridgewood, NJ. We work diligently to provide our clients with clarity, confidence, and control so that they can live free of financial worry. As an Associate Financial Advisor, you will have immediate client-facing responsibility as you help the firm's lead advisors, and the opportunity to grow without any sales/business development pressure. You will have the opportunity to be mentored and to grow in a team of driven and energetic professionals. ​ Responsibilities You will be entrusted with responsibilities that will help you grow in your role and eventually become a lead advisor in 1-3 years' time. You will be in all client meetings to take notes and support the lead advisor as needed. After all meetings you will debrief with the lead advisor and coordinate follow up tasks, enter notes into the CRM, create/update financial planning projections, and perform any necessary administrative work.  Our job is to provide you direct exposure to all aspects of the planning process and your job is to have a growth mindset as you become a crucial part of our growing team. Qualifications Bachelors degree from an accredited university. Demonstrated pursuit of CFP® required.  FINRA Series 7, 66, and or 65 licensing preferred. Excellent written and verbal communication skills. Strong interpersonal skills. Experience with investments, financial planning, and insurance preferred. ​ The Perks Competitive salary based on experience. 401k wtih a 6% employer match. Clear growth track.