Associate Advisor

Master Plan Investment Group, a growing financial planning and investment management firm based in Hopewell, NJ, is seeking a hybrid Associate Advisor to join the team. This role supports delivering high quality financial planning and investment management services to clients. If you value a culture focused on clients and staff, with inclusion and success at its core, this could be a great fit. Additional information is available at masterplaninvestmentgroup.com.

Location and Work Arrangement

This position operates on a hybrid schedule. You will work two days in the office and three days from home. The firm will provide equipment for remote work, but you should have a comfortable workspace at home.

Compensation and Benefits

Salary is offered in the range of $80,000 to $100,000, commensurate with relevant experience. You are eligible for quarterly bonuses up to 10% of salary. The role supports a healthy work-life balance with a Monday through Friday schedule.

• Health Insurance Stipend
• 401(k) with 3% employer match after 1 year of service
• Generous Professional Development Budget
• Professional, Engaging, Motivating Atmosphere

Responsibilities

• Prepare financial plans for clients and prospects and participate in client meetings with the lead advisor
• Respond to client requests with timeliness and accuracy
• Assist Advisors with client meeting preparation and follow-up tasks
• Update internal portfolio models using MorningStar and the broker-dealer model management system when quarterly updates are provided
• Manage calendar for Financial Advisor(s), including client appointments (this role is supported by another associate)
• Prepare materials and provide support for retirement plan meetings
• Assist with, and eventually lead, retirement plan participant education meetings
• Manage quarterly communications with plan sponsors and participants
• Contribute to process improvements by identifying areas for enhancement and providing input to help the role evolve over time

Qualifications and Requirements

• Minimum of 3 years of experience in financial services
• Strong technology proficiency, experience with third-party software, and core Microsoft Office applications (Word, PowerPoint, Excel, etc.)
• Experience with financial planning software (for example RightCapital, IncomeLab) and Morningstar
• Series 7 and 66 (or 63 and 65) licenses, or the ability to obtain them within one year or less after hire
• Ability to prioritize tasks, solve problems, and meet deadlines
• Excellent organizational skills and attention to detail
• Ability to anticipate client and advisor needs
• Ability to work independently while managing multiple projects and time effectively
• Willingness to learn and implement new technology and software quickly
• Strong communication skills and the ability to collaborate effectively
• Ability to follow office processes and policies related to operations and client privacy

The Process

Qualified candidates will begin with a 15 to 30 minute Zoom interview conducted by our recruiting consultant. If there is mutual interest to proceed, you will be asked to complete a Career History Form. Those selected to advance will be invited to an interview with the firm, and applicants will be asked to take assessments as part of the process.

Equal Opportunity Statement

We are an Equal Opportunity Employer.