Associate Wealth Advisor

Job Description

Job Description

Salary:

Make a Meaningful Impact With Your Financial Planning Career

Are you passionate about using your financial planning expertise to help others live more fulfilling lives without being pressured to sell products? AtNovi Wealth Partners, we believe in delivering life-changing advice through deep relationships and client-centered planningnot pushing products or chasing trends.

As a fee-only, independent wealth management firm, we place integrity, education, and empathy at the heart of our client work. We are seeking an Associate Wealth Advisor with a strong foundation in financial planning. Someone who thrives in a collaborative team environment and is looking for a long-term career path.

What Makes Novi Different?

• Client-first culture: We dont sell products. We deliver trusted advice.

• Collaborative team: Work alongside experienced advisors who support one another.

• Flexible environment: Hybrid work model designed to support professional excellence and personal well-being.

• Path to growth: We actively promote from within. Our Associate Advisors are supported and encouraged to become Wealth Advisors.

Key Responsibilities

• Client Engagement

• • Serve as a lead or supporting advisor in client meetings.
  • Translate client conversations into actionable plans and follow-ups.
  • Manage ongoing client communication and financial planning deliverables.

• Financial Planning & Analysis

• • Build and maintain comprehensive client files.
  • Create and update core planningdeliverables such ascash flow projections, beneficiary reviews, tax analyses, investment plans, etc.
  • Partner withother advisors to develop and refine advanced planning strategies.

• Investment Strategy

• • Prepare and present Investment Policy Statements (IPS).
  • Monitor client portfolios andprepare trades for approval as needed.
    
  • Analyze existing investment portfolios and provide recommendations for new investment accounts.

• Cross-Team Collaboration

• • Work closely with client attorneys, accountants, and our operations team to ensure timely and accurate implementation of recommendations.
  • Participate in internal committees and planning meetings.
  • Provide backup support for incoming client calls and customer service issues to ensure a seamless client experience.

What Were Looking For

• Bachelors degree required
  
• Series 65 license, or abilityto pass within 90 days of hire
  
• Completion of some or all CFP coursework
  
• CFP designation preferred
• 13 yearsof experience in financial services
• Client advisory or paraplanner roles preferred
  
• Strong communication, analytical, and relationship-management skills
  
• A mindset rooted in humility, curiosity, and lifelong learning

Compensation & Benefits

• Competitive Salary
• Incentive Bonus: Performance-based, tied to firm and individual goals
• Benefits include:
  • 401(k) with generous firm contribution
  • Health, dental, and vision insurance
  • Paid Time Off (PTO) and parental leave
  • Tuition reimbursement and support for CFP certification/continuing education

Whether youre returning to the profession, looking to grow your advisory career, or seeking a firm that aligns with your values, we invite you to explore a future with Novi Wealth.

"Empowering all to find their definition of wealth, while providing the confidence to achieve it."