Junior Wealth Management Consultant

2 weeks ago

Princeton, New Jersey, United States Novi Wealth Partners Full time
Position Overview

Salary: $55,000 - $70,000

Novi Wealth Partners is a distinguished, independent wealth management firm dedicated to providing comprehensive financial guidance. We pride ourselves on differentiating between mere product sales and genuine advisory services. If you are enthusiastic about financial planning and aspire to offer transformative advice while collaborating closely with clients, we encourage you to explore this opportunity.

Our firm’s culture is rooted in prioritizing our clients' best interests. We foster a collaborative atmosphere where advisors learn from one another, ensuring an exceptional client experience. As we expand, we seek to onboard additional planners to uphold our service commitments. We are currently looking for a Junior Wealth Management Consultant who is eager to engage in continuous professional development, with pathways to advance to Wealth Advisor roles and potential partnership opportunities.

Core Values
  • Commitment to delivering excellence in all endeavors.
  • Upholding integrity and high ethical standards.
  • Exhibiting an entrepreneurial spirit; demonstrating creativity, motivation, and adaptability.
  • Maintaining humility in interactions, recognizing that knowledge is a journey.
  • Approaching people and situations with empathy and curiosity.
Key ResponsibilitiesClient Engagement
  • Participate in client meetings to document their planning needs and current situations.
  • Provide meeting summaries to clients as needed.
  • Act as the primary contact for gathering information from new clients.
  • Review incoming data and input it into our planning systems.
  • Collaborate with lead advisors to develop financial planning recommendations.
  • Conduct analyses of existing investments and assist in formulating investment strategies.
  • Evaluate client risk tolerance and provide insights to lead advisors.
  • Prepare essential planning deliverables for review.
  • Maintain organized and up-to-date client files.
  • Potentially serve as the lead advisor for new clients based on service offerings.
Investment Oversight
  • Classify new securities within reporting systems.
  • Assist in reconciling trades.
  • Support lead advisors in developing client investment strategies.
  • Implement investment plans and manage settings in trading software.
  • Monitor client accounts for trading opportunities and propose actions to lead advisors.
  • Review performance reports for accuracy and necessary actions.
  • Develop and present Investment Policy Statements (IPS) to clients.
Additional Duties
  • Ensure compliance with Required Minimum Distributions (RMDs) annually.
  • Coordinate with the operations team for timely processing of action items.
  • Collaborate with clients' legal and accounting professionals on plan execution.
  • Assist with non-operational client inquiries.
  • Participate in internal committees as assigned.
Qualifications
  • Bachelor's degree is required.
  • Possession of Series 65 license (or ability to obtain within 90 days of hire).
  • Completion of some CFP curriculum or relevant coursework is preferred.
  • 2-3 years of experience in a professional setting is advantageous.
  • Diverse backgrounds and experiences are welcomed.

Novi Wealth Partners is an Equal Opportunity and Affirmative Action Employer. We evaluate qualified individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

At Novi Wealth, we are committed to making a positive impact on our clients' lives and our community. We seek team members motivated by the opportunity to contribute meaningfully to both.

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

  • Junior Wealth Management Consultant

    2 weeks ago

    Princeton, New Jersey, United States Novi Wealth Partners Full time

    Position OverviewSalary: $55,000 - $70,000Novi Wealth Partners is an independent, fee-only firm dedicated to comprehensive wealth management. We pride ourselves on our commitment to client-centered service and fostering a collaborative environment where advisors support one another in delivering exceptional client experiences.We are currently seeking an...

  • Junior Wealth Management Consultant

    2 weeks ago

    Princeton, New Jersey, United States Novi Wealth Partners Full time

    Position OverviewSalary: $55,000 - $70,000Novi Wealth Partners is an independent, fee-only wealth management firm dedicated to providing comprehensive financial guidance. We prioritize our clients' needs and foster a collaborative atmosphere where advisors support one another to ensure exceptional service delivery. We are currently seeking an Associate...

  • Junior Financial Analyst

    2 weeks ago

    Princeton, New Jersey, United States Global Channel Management, Inc Full time

    Position Overview:As a Junior Financial Analyst, you will be expected to have a minimum of 3 years of relevant experience in the field.Work Environment:This role offers a Hybrid Flex schedule, requiring 4 days in the office and 1 day remote. Candidates must be able to commute to the office location.Technical Skills Required:- Proficiency in Microsoft Office...

  • Consulting Manager

    2 weeks ago

    Princeton, New Jersey, United States Zs Associates Full time

    ZS Associates is a dynamic environment where passion drives change. As a premier management consulting and technology firm, we are dedicated to revolutionizing global healthcare and beyond. Our greatest asset is our people. Here, you will collaborate with a diverse group of thinkers and experts who are committed to developing transformative solutions for...

  • Junior Executive Assistant

    2 weeks ago

    Princeton, New Jersey, United States Coforge Full time

    Job Title: Junior ExecutiveJob Summary: We are seeking a highly organized and detail-oriented Junior Executive to join our team at Coforge. As a key member of our front office team, you will be responsible for providing administrative support and ensuring the smooth operation of our office.Key Responsibilities:Administrative Support: Provide administrative...

  • Senior Environmental Consultant

    2 weeks ago

    Princeton, New Jersey, United States Ramboll Group AS Full time

    About RambollRamboll is a renowned global consultancy, engineering, and design firm with a commitment to making a positive impact on society and the environment. With a workforce of 16,500 professionals across 300 offices in 35 countries, we are dedicated to fostering innovation and sustainability.Role OverviewWe are currently seeking a qualified and driven...

  • Senior Environmental Consultant

    2 weeks ago

    Princeton, New Jersey, United States Ramboll Group AS Full time

    Company OverviewRamboll Group A/S is a prominent global engineering, design, and consultancy firm, employing 16,500 professionals across 300 offices in 35 countries, including a significant presence in the United States.Role OverviewWe are currently seeking a qualified and driven Managing Consultant specializing in environmental services, particularly in...

  • Lead Consultant, Environmental Sciences

    7 days ago

    Princeton, New Jersey, United States Ramboll Group AS Full time

    About the RoleRamboll Group A/S is seeking a highly skilled Lead Consultant, Environmental Sciences to join our team in Princeton, NJ. As a key member of our environmental consulting team, you will be responsible for leading the successful completion of project-related work products and client deliverables related to evaluating and communicating potential...

  • Senior Consultant for Land Use Permitting

    2 weeks ago

    Princeton, New Jersey, United States Ramboll Group AS Full time

    About RambollRamboll is a prominent global engineering, design, and consultancy firm with a workforce of 16,500 professionals operating from 300 offices in 35 countries, including a significant presence in the United States.At Ramboll, we are committed to making a meaningful impact for our employees, clients, and society at large. We foster an environment...

  • Principal Consultant in Technology Strategy

    2 weeks ago

    Princeton, New Jersey, United States ZS Associates Full time

    About ZS Associates:ZS is a dynamic environment where enthusiasm transforms lives. As a management consulting and technology firm dedicated to revolutionizing global healthcare and beyond, our greatest asset is our people. Here, you will collaborate with a formidable group of thinkers and specialists crafting impactful solutions for patients, caregivers, and...

  • Senior Consultant for Land Use Permitting

    2 weeks ago

    Princeton, New Jersey, United States Ramboll Group AS Full time

    About RambollRamboll is a prominent global engineering, design, and consultancy firm with a workforce of 16,500 professionals across 300 offices in 35 countries, including a significant presence in the United States.At Ramboll, we are dedicated to making a meaningful impact for our employees, clients, and society at large. We foster an environment that...

  • Oracle Financial Solutions Consultant

    2 weeks ago

    Princeton, New Jersey, United States LTIMindtree Full time

    Job OverviewAs an Oracle Financial Solutions Consultant, you will play a crucial role in delivering high-quality Oracle EBS solutions tailored to meet our clients' needs.Key Responsibilities:Demonstrate comprehensive expertise in Oracle Forms, Reports, PL/SQL, API, OAF (Oracle Application Framework), SOA, Workflows, Rest API, BI Publisher, and OIC (Oracle...

  • Senior Land Use Permitting Consultant

    2 weeks ago

    Princeton, New Jersey, United States Ramboll Group AS Full time

    About RambollRamboll is a renowned global engineering, design, and consultancy firm with a workforce of 16,500 professionals across 300 offices in 35 countries, including a significant presence in the United States.At Ramboll, we are committed to making a positive impact on our employees, clients, and society at large. We foster an environment that...

  • Junior Analyst for Retail Operations

    2 weeks ago

    Princeton, New Jersey, United States Matlen Silver Full time

    Position Overview Job Title: Junior Analyst for Retail Operations Duration: 6+ Months W2 Location: Hybrid Onsite Required Pay Scale: $ ***This position is only available to U.S. Citizens or Green Card holders due to client requirements.*** Role Summary: The Retail Operations Analyst will be an integral part of the Retail Billing...

  • Senior Chemical Process Consultant

    2 weeks ago

    Princeton, New Jersey, United States Axens North America Full time

    Job OverviewThe Senior Process Engineer at Axens North America will take charge as both a process engineer and supervisor, spearheading the creation of design packages, technical studies, and proposals. This role requires minimal guidance from management regarding process technology.Key ResponsibilitiesThe individual will oversee the development and upkeep...

  • Environmental Remediation Project Manager

    5 days ago

    Princeton, New Jersey, United States The ELM Group Full time

    About The ELM GroupWe are a leading environmental consulting company that specializes in developing and implementing cutting-edge projects and programs that advance our clients' interests sustainably into the future.Our team is known for its expertise in environmental remediation, and we are seeking a highly skilled and experienced Environmental Remediation...

  • Treasury Consultant

    5 days ago

    Princeton, New Jersey, United States Compunnel Inc. Full time

    About the RoleWe are seeking a highly skilled Treasury Consultant to join our team at Compunnel Inc. as a key member of our finance department.Key ResponsibilitiesDebt Management and Cash Management: Utilize expertise in debt management and cash management to optimize financial performance and minimize risk.SAP Implementation and Treasury Management:...

  • Senior Client Relationship Manager

    5 days ago

    Princeton, New Jersey, United States State Street Corporation Full time

    About the RoleAs a Senior Client Relationship Manager at State Street Corporation, you will play a critical role in driving client satisfaction, retention, and growth. You will be responsible for ensuring the effective delivery of Charles River IMS projects, support, and services while working closely with client senior leaders to ensure strategic alignment...

  • Environmental Risk Consultant

    2 weeks ago

    Princeton, New Jersey, United States Ramboll Group AS Full time

    Position Overview:We are seeking a motivated individual to join our team as an Environmental Risk Consultant. This role is ideal for those looking to begin their career in environmental consulting, focusing on risk assessment and management strategies.Key Responsibilities:- Engage in projects that support decision-making for contaminated sites under various...

  • Account Transition Consultant

    2 weeks ago

    Princeton, New Jersey, United States Ztek Consulting Full time

    Position Overview:As an Account Transition Consultant at Ztek Consulting, you will play a pivotal role in facilitating the seamless transition of client accounts to our investment platforms.Key Responsibilities:• Serve as a key resource for portfolio managers, assisting with various requests including cash management, allocation adjustments, and...