The firm is seeking a full-time Associate Advisor based in Milford, PA with 1 to 2 day weekly rotation in Sparta, NJ. Compensation includes base comp/revenue sharing/bonus/benefits.
Position Summary: The Associate Advisor is responsible for managing and cultivating assigned client relationships that includes financial planning utilizing eMoney, portfolio reviews, assigned client touches and relationship building. This position is also tasked with facilitating organic growth within the assigned relationships by obtaining additional investable assets, cross-selling opportunities and developing new relationships through introductions. Additional responsibilities include servicing existing 401(k) and Simple IRA plans, supporting insurance business and participating in the firm’s client events.
Qualified candidates may apply by submitting their resume to firstname.lastname@example.org