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Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity, and meaningful client relationships. With over $2 billion in collective assets, Sax Wealth Advisors is able to maintain a boutique-style firm feel, while having a larger overall focus on client’s financial goals. As a wholly owned subsidiary of SAX LLP, an accounting, tax and advisory firm, Sax Wealth Advisors provides a wide range of solutions to help prepare for your future and enhance your financial position at every stage of life. Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. We are Fee-Only advisors focused solely on your priorities and goals, and never on selling proprietary investment products.
We are actively seeking a full-time Associate Wealth Advisor to join our growing firm in Parsippany, NJ office. You will work hybrid schedule; 3 days in the office and 2 days remotely.
Summary:
The Associate Wealth Advisor (AWA) assists each advisor with the operational needs of his or her clients, helps to manage client relationships, and actively participates in the advanced planning process. The AWA develops and maintains a good working relationship with clients and advisors. This is accomplished through ongoing communication, excellent client service and outstanding operational support. In addition, this individual will work to assist with updating/inputting client financial data into various analysis tools, following up with clients on financial planning action items, and facilitating account paperwork and portfolio rebalancing activities with the appropriate admin and trading teams internally. The AWA often becomes an intermediate line of communication between advisors and their clients.
Essential Duties and Responsibilities:
Additional Responsibilities:
Qualifications:
Education and/or Work Experience
Specialized Skills
Other Qualifications:
Comprehensive Benefits Package includes:
To learn more about SAX Wealth Advisors, visit our website at http://www.saxwa.com.
Sax Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
Full Time
Business Services
$69k-102k (estimate)
04/17/2024
05/13/2024
saxllp.com
PENNINGTON, NJ
<25
1956
GUY MCPHAIL
<$5M
Business Services
Sax LLP is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 60 years, we have offered industry-specific expertise, comprehensive service offerings and client-centric results. Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Through our unique Client Service Delivery Model, we offer the right business solutions to help our clients turn their dreams and vision into reality. With offices in ...Parsippany, N.J., Pennington, N.J. and New York City, we have a keen sense of what it takes to succeed in this competitive and ever-changing marketplace.
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The job skills required for Associate Wealth Advisor (CFP Licensed or Enrolled in CFP) include Planning, Client Service, Initiative, Coaching, Futures, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Wealth Advisor (CFP Licensed or Enrolled in CFP). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Wealth Advisor (CFP Licensed or Enrolled in CFP). Select any job title you are interested in and start to search job requirements.
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