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About the Role
Davidov Wealth Group is seeking an Associate Advisor to assist with building and amending financial plans for clients. This role offers a defined growth path with mentorship towards a Financial Advisor position, focusing on client relationships and portfolio management. The firm prioritizes client service and a culture of success.
Responsibilities
- Build, maintain, and amend financial plans for clients.
- Analyze tax returns and investment statements prior to client review meetings.
- Prepare pre-meeting checklists and briefing materials for advisors.
- Update financial plans as client circumstances change.
- Coordinate with the client service team on data gathering and account information.
- Communicate with clients regularly regarding financial planning information and follow-up tasks.
- Prepare income tax projections and run income tax scenario analyses.
- Assist with rebalancing client portfolios.
- Identify areas for process improvement within the firm.
Requirements
- 1 year of financial planning/advisory experience.
- Experience with financial planning and portfolio tools.
- Organization skills and attention to detail.
- Ability to work independently, prioritize projects, and manage time effectively.
- Ability to learn and implement new technology and software.
- Ability to communicate well and work collaboratively.
- Ability to follow office processes and policies related to office operations and client privacy.
- Those interested in or currently pursuing the CFP are encouraged to apply.
- Series 65 is a plus but not required.
Skills
- Financial planning
- Portfolio management
- Tax return analysis
- Investment statement analysis
- Client communication
- Time management
- Collaboration
- Technology implementation
- eMoney
- Redtail
- Schwab Advisor Center
- CircleBlack
- Morningstar
- Holistiplan
Location
- Garden City, NY
Work Type
- Full-time
- Monday-Friday Schedule
Experience Level
- Associate
Education Level
- CFP education and designation
Salary/Compensations
- $90K-$120K
- Performance-based bonus
Benefits
- Health Insurance Plan with Company Contribution (50% of premium)
- Simple IRA with 3% employer match
- 13 PTO days to start
- Paid Holidays
- Firm-sponsored CFP education and designation
About the Company
- Davidov Wealth Group is a wealth management and estate planning firm.
- We are committed to helping our clients meet their goals.
- Exceptional client service is a top priority.
- We have created a culture of success.
Equal Opportunity
- We are an Equal Opportunity Employer.