Associate Financial Advisor/Servicing Advisor

Associate Financial Advisor / Servicing Advisor

-Woodbury, NJ (Southern New Jersey ) (initially primarily in-office, with potential for 1 to 2 remote days per week once fully acclimated); regular interaction/travel across six local credit union branch locations

-Industry: Wealth management / financial advisory services

-Salary: $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 and an established relationship with a local credit union network spanning six branch locations, 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 practice
• Provide financial planning and investment guidance based on individual client goals and needs
• Conduct 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 credit union partnership including meeting with members in person at 6 separate branches
• Support the continued growth of the practice while gradually assuming greater responsibility for client relationships
• Partner with the lead advisor to collaborate on strategy and best practices

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

• Base salary of $70,000 to $80,000, plus incentive-based compensation
• A clear, thoughtful, and meaningful long-term career path as part of the firm's multi-year succession plan, with built-in mentorship and professional development
• Opportunity to build a long-term career as a servicing advisor or develop an independent book over time
• Support toward obtaining the CFP or other professional designations
• A small, collaborative, entrepreneurial team environment
• Medical stipend toward health benefits if needed, along with generous PTO
• Potential for a hybrid work environment once acclimated

Keywords

Account management, advisor development, asset management, client acquisition, client engagement, client relationship management, client retention, client service, CFP, credit union, financial advisor, financial plan, financial services, FINRA, investment advisory, investment management, investment planning, investment strategies, LPL Financial, managed accounts, portfolio management, relationship management, retirement income planning, retirement planning, Series 65, Series 66, Series 7, succession planning, wealth advisor, wealth management, wealth planning