Advisor / Servicing Advisor

Job Description Associate Financial Advisor (**part of the firm's multi-year succession plan for an advisor that is retiring) Woodbury, NJ (Southern New Jersey ) (initially primarily in-office, with potential for 1 to 2 remote days per week once fully acclimated)Industry: Wealth management / financial advisory servicesSalary: $70,000 to $80,000 base DOE, plus incentive-based compensation About The Role Our client is an established and growing wealth management practice in Southern New Jersey. The advisor will service and grow existing clients , while working closely with the firm's senior advisor. The role offers a meaningful long-term career path as part of the firm's multi-year succession plan. This is not a traditional cold-calling or high-pressure sales role; the ideal candidate is relationship-driven, energetic, and interested in growing the business organically through existing channels and by servicing current clients. Key Responsibilities Develop and maintain strong relationships with existing clients within the practiceProvide financial planning and investment guidance based on individual client goals and needsConduct client meetings, identify financial planning and investment needs, and provide guidance on retirement, investment strategies, and broader wealth management solutions.Develop new and existing relationships through the firm's established channelsSupport the continued growth of the practice while gradually assuming greater responsibility for client relationshipsPartner with the lead advisor to collaborate on strategy and best practices Qualifications Qualifications Prior relevant experience in wealth management, financial planning, investment advisory, or a related financial services environment; open to varying levels of experience where drive and professionalism are evident Series 7 required Series 65 or Series 66 required CFP preferred but not required; support toward obtaining the designation is available Strong client relationship management and communication skills Financial planning orientation and solid understanding of investment concepts Energetic, self-motivated, and proactive, with a passion for exceptional client service Ability to work effectively within a small, collaborative, entrepreneurial environment Entrepreneurial, with a strong desire to make an impact and be part of the continued growth of a thriving practice. What They Offer Why is This a Great Opportunity: Base salary of $70,000 to $80,000, plus incentive-based compensationA clear, thoughtful, and meaningful long-term career path as part of the firm's multi-year succession plan, with built-in mentorship and professional developmentOpportunity to build a long-term career as a servicing advisor or develop an independent book over timeSupport toward obtaining the CFP or other professional designationsA small, collaborative, entrepreneurial team environmentMedical stipend toward health benefits if needed, along with generous PTOPotential for a hybrid work environment once acclimated