OnePoint BFG Wealth Partners · 2 days ago
Associate Financial Advisor
Parsippany, NJ
Full-time
Onsite
Mid Level
3+ years expOnePointBFG Wealth Partners is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. The Associate Financial Advisor will assist senior advisors in creating financial plans and investment portfolios, conduct risk assessments, and participate in client meetings to enhance communication and client service.
FinanceFinancial ServicesProfessional Services
Hiring Manager
Brandi Antonucci
Responsibilities
Assist in building and maintaining current client relationships to become their key point of contact
Participate in client meetings, taking notes and following up on action items
Handle routine client inquiries and communications and prepare materials for meetings
Assist in developing financial plans and conducting financial analyses under the guidance of the Think Tank and Advisor
Assist with ORION, E-money reports and presentations
Provide updates on outstanding items during weekly meeting; manage relationship with Think Tank to confirm all processes are working proficiently
Review meeting materials to ensure they are client ready, so Advisor is prepared for his meetings
Stay updated on industry trends, best practices, and new products
Participate in training and development programs to enhance skills and knowledge
Seek opportunities to learn from senior advisors and other team members
Certify that all compliance and communication requirements are being met
Provide guidance and strategy for new business development and aid in the sales cycle
Respond to client questions and concerns with the ability to put yourself in their position to anticipate their questions
Understand the client’s point of view and provide answers to questions in a timely manner ensuring the client fully comprehends the response
Provide detailed and clear answers to questions from clients and fellow coworkers and be responsive to any inquiries
Qualification
Required
3-5 years minimum in finance, wealth management, RIA experience a plus
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite and other relevant software
Ability to work independently and as part of a team
Strong organizational skills and attention to detail
A desire to learn and grow in the financial advisory field
A commitment to providing excellent client service
Ability to handle confidential information with discretion
Preferred
Bachelor's degree in finance, business, or a related field is often preferred
Series 63, 65 helpful
Life & Health Insurance
Benefits
Competitive salary and benefits package.
Continuous professional development opportunities.
High end office located in Parsippany NJ with gym on-site.
Culture activities focused on health & wellness, team collaboration, and employee engagement.
Company
OnePoint BFG Wealth Partners
Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Rise Growth Partners
2024-08-20Private Equity
Leadership Team
Andy Schwartz
Co-Founder, CEO, Managing Partner, and Wealth Management Advisor
Carlos Noriega
Executive Director of Advisor Solutions
Recent News
2025-06-26
Company data provided by crunchbase