Associate Financial Advisor

Associate AdvisorDavidov Wealth Group, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Associate Advisor to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking an Associate Financial Advisor to assist with building and amending financial plans for our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!Compensation:Salary range of $90K-$120K, commensurate with relevant experiencePerformance-based bonusGreat Work/Life Balance with a Monday-Friday ScheduleHealth Insurance Plan with Company Contribution (50% of premium)Simple IRA with 3% employer matchGenerous PTO Policy & Paid Holidays – 13 PTO days to startA defined growth path with mentorship to a Financial Advisor role working with existing clients and managing relationshipsFirm-sponsored CFP education and designationNo business development requiredResponsibilities include:Build, maintain, and amend financial plans for clientsAnalyze tax returns and investment statements prior to client review meetingsPrepare pre-meeting checklists and briefing materials for advisorsUpdate financial plans as client circumstances changeCoordinate with the client service team on data gathering and account infoCommunicate with clients via phone and email regularly financial planning info and follow up tasksPrepare income tax projections and run income tax scenario analysesAssist with rebalancing client portfoliosWe are a team that is always striving to improve our processes, and we ask our entire team to help identify areas where we can improve. We want your input to help the firm and this position improve over time!Requirements:1 year of financial planning/advisory experienceExperience with financial planning and portfolio tools – experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not requiredOrganization skills & attention to detailAbility to work independently while prioritizing projects and managing your time – we do not micromanageAbility to learn and implement new technology and softwareAbility to communicate well and work in a collaborative environmentAbility to follow office processes and policies related to office operations & client privacyThose interested in or currently pursuing the CFP are encouraged to applySeries 65 is a plus but not requiredThe Process:Qualified candidates will start the process by having a 15–30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.We are an Equal Opportunity Employer.