Associate Wealth Advisor

Position: Associate Wealth Advisor (AWA)

Location: Madison, NJ Schedule: Full-time, in-office

Compensation: $125,000 - $150,000 (based on experience) + Performance-based bonus opportunities

About the Opportunity

This is not your typical wealth management firm.

Our client partners with ultra-high-net-worth families to build meaningful, multi-generational legacies through a highly personalized, white-glove approach.

They are a fast-growing, entrepreneurial organization driven by an owner’s mindset, where team members are empowered to think strategically, take initiative, and grow with the business. The culture is built on integrity, accountability, exceptional client service, and continuous improvement, with a strong investment in their people.

If you’re looking for a role where you can accelerate your career, be challenged, and directly contribute to the success you help create, this is a unique opportunity to do just that.

Position Overview

As our clients firm continues to grow, they are seeking an experienced Associate Wealth Advisor, holding a CFP or equivalent designation, who is passionate about delivering exceptional client service, building meaningful long-term relationships, and helping families navigate important financial decisions with confidence.

This is more than a traditional advisory role. It’s an opportunity to become an integral part of a fast-growing, entrepreneurial wealth management firm where your voice, ideas, and contributions will directly impact the future of the business. They are looking for someone who thrives in a collaborative, fast-paced environment, embraces responsibility, and is energized by the opportunity to grow alongside the firm.

What You’ll Do

· Serve as a trusted advisor and primary point of contact for assigned clients.

· Lead client relationships from planning through implementation.

· Develop and present comprehensive financial plans.

· Provide guidance on retirement, estate, tax, risk management, and philanthropic planning.

· Manage investment portfolios aligned with client goals and risk tolerance.

· Collaborate closely with advisors and team members across the business.

· Support investment management, planning technology, reporting, and strategic initiatives.

Why This Role Stands Out

· Defined pathway to the Financial Advisor track.

· Full support for professional development.

· Mentorship and real-world exposure—not just “behind-the-scenes” work.

· Opportunity to grow in a high-performance, team-driven environment

What We’re Looking For

· CFP® or equivalent designation required.

· 5+ years of client-facing wealth management experience

· Strong financial planning and relationship management skills.

· Exceptional communication, organization, and problem-solving abilities.

· Self-starter mindset with the ability to work independently and collaboratively.

· Passion for continuous learning and professional growth.

Work Schedule & Expectations

Standard hours are Monday through Friday, 8:30 AM – 5:00 PM

Flexibility is required to support client needs, including occasional early mornings, evenings, or events.

Benefits & Perks

Our client believes in investing in their people by supporting both their professional growth and personal well-being through a comprehensive benefits package that includes medical, dental, and vision coverage with HSA/FSA and telehealth options, a 401(k) with a 3% company match, 3–5 weeks of paid time off plus a full holiday schedule, flexible pooled work-from-home days, Summer Fridays with early office closure, and education assistance to support ongoing learning and professional designations.

WorkDynamX is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace. We make employment decisions based on qualifications, merit, and business needs, without regard to any characteristic protected by federal, state, or local law. We are dedicated to maintaining a respectful, professional environment for all team members.