Northern Advisory Group · 9 hours ago
Associate Financial Advisor
Fairfield, NJ
Full-time
Onsite
New Grad, Entry LevelNorthern Advisory Group is a growing wealth management practice focused on long-term client relationships and entrepreneurial advisors. The Associate Financial Advisor role is an entrepreneurial, commission-only position where you will learn to build and manage a successful financial advisory practice under the mentorship of a Senior Advisor.
FinanceFinancial ServicesRetirement
Responsibilities
Proactively prospect and develop new client relationships
Build and grow your own book of business
Prepare for and participate in client meetings, including:
Discovery meetings
Financial plan preparation
Investment and strategy presentations
Assist Senior Advisor(s) with:
Client reviews and planning updates
Portfolio analysis and recommendations
Meeting follow-ups and implementation
Learn and apply proven systems for:
Client acquisition
Relationship management
Practice growth and retention
Qualification
Required
Series 7/66 (or equivalent) required within a defined timeframe
Preferred
SIE preferred
Bachelor's degree preferred (Finance, Business, Economics, or related field)
Prior sales, business development, or relationship-driven experience is a plus
Benefits
Direct mentorship from experienced Senior Advisors
Training on: Prospecting and discovery, Client meetings and presentations, Financial planning and portfolio construction
Access to firm infrastructure, technology, and planning tools
Brand, compliance, and operational support so you can focus on growth
Clear path to increasing payout and long-term practice ownership
Company
Northern Advisory Group
Northern Advisory Group is a financial services firm that provides financial planning, investments, and retirement services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Brian DiBrino
Co-Founder
Recent News
LPL Financial Holdings, Inc.
2025-05-05
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