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interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! Associate Advisor | $105K–$125K + Bonus $5B Wealth Management Firm | Excellent Benefits + Career Growth Want to build a long-term career in wealth management—not just service clients, but eventually lead relationships of your own? I'm working with an established wealth management firm with approximately $5B in assets under management that's looking for a motivated, detail-oriented Associate Advisor to join its growing advisory team. This is an opportunity to work directly alongside experienced advisors, contribute to financial planning and investment discussions, and develop the skills to eventually manage client relationships independently. Even better? The firm offers a structured training program, hands-on mentorship, and a clear path for professional growth.
What You'll Do:
  • Prepare financial plans and client review meetings
  • Analyze client data and help develop financial planning recommendations
  • Coordinate implementation and follow through on client action items
  • Support 401(k) plan participants and trustees
  • Help facilitate retirement plan reviews and investment selection discussions
  • Partner with senior advisors, client service, operations, and compliance teams
  • Build the technical and relationship-management skills to grow into a more senior advisory role

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Level

Senior L5

Location

Pompton Lakes, NJ

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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