Associate Wealth Advisor - Hybrid Work

at  Novi Wealth Partners

While the public is generally uninformed and confused about the differences between those who call themselves financial advisors, we understand the clear distinction between firms who sell a product and those who provide professional advice. If you are passionate about financial planning and want to deliver life changing advice by working side by side with clients (instead of constantly trying to sell them a product or the next “hot” investment) we invite you to learn more about Novi Wealth Partners.
Novi Wealth is an independent, fee-only, comprehensive wealth management firm. The culture of our firm is centered around our clients and what is best for them. We have a collaborative environment where advisors learn from and support one another to deliver an exceptional client experience. As our firm grows, we want to ensure we have enough planners in place to continually deliver on the service expectations we have promised to our clients. Currently, we have an opening for an Associate Wealth Advisor to join our team. We welcome candidates who are passionate about continuous learning and we are committed to the growth and development of our team members by offering pathways to becoming Wealth Advisors and potentially future partners.
The following is a list of what is expected of an Associate Wealth Advisor at Novi.

EDUCATION REQUIREMENTS

• Bachelor’s degree required
• Must possess the Series 65 license (or able to pass within 90 days of hire)
• Completed some of the CFP® curriculum or undergrad with CFP® coursework preferred
• 2-3 years previous experience in a professional environment preferred.
• We recognize that experience comes in many forms and encourage candidates with diverse backgrounds and experiences to apply.
  Novi Wealth is an Equal Opportunity and Affirmative Action Employer. We evaluate qualified individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identify, disability, protected veteran status, and other statuses protected by law.
  At Novi Wealth, we believe in making a positive impact on our clients’ lives and our community. We seek team members who are motivated by the opportunity to contribute meaningfully to both.
  At Novi Wealth we value our employees and our benefits are designed to support the diverse needs of our team. They include a generous retirement plan, tuition reimbursement, comprehensive healthcare and Paid Time Off (PTO).

Please refer the Job description for details