Associate Financial Advisor

Multiple Locations, NJ


The Associate Financial Advisor works in direct partnership with the Director of Financial Services within the CPA firm.  Partnering with the Director will include maintaining and growing the existing wealth management services entity. The Associate must maintain active communication with current clients as well as prospects and must attend 1st Global education sessions to ensure top competencies in all areas.  This role is not intended to be solely a sales role, but will also include managing administrative components within the CPA firm.


·         Conduct client discovery, implementation and review meetings with skill and professionalism

·         Partner with the Director in preparing financial plans, research reports and recommendations to clients.

·         Present recommendations to CPA’s prior to their client meetings

·         Follow up on leads generated through our proprietary system: SOC (situation-opportunity-concern)


·         Series 7-66 and state insurance license

·         3-5 years of financial services experience

·         4-6 years of client facing discovery and sales

·         Superior communication and closing skills

·         Ability to work in a team environment          

·         $40K minimum per year for the last 2 years in financial services commissionable income

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Associate Financial Advisor

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