Associate Financial Adviser

Davidov Wealth Group, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Associate Advisor to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking an Associate Financial Advisor to assist with building and amending financial plans for our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Performance-based bonus
Great Work/Life Balance with a Monday-Friday Schedule
Health Insurance

Plan with Company Contribution (50% of premium)
Generous PTO Policy & Paid Holidays – 13 PTO days to start
A defined growth path with mentorship to a Financial Advisor role working with existing clients and managing relationships
Build, maintain, and amend financial plans for clients
Analyze tax returns and investment statements prior to client review meetings
Prepare pre-meeting checklists and briefing materials for advisors
Update financial plans as client circumstances change
Coordinate with the client service team on data gathering and account info
Communicate with clients via phone and email regularly financial planning info and follow up tasks
Prepare income tax projections and run income tax scenario analyses
We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas where we can improve.

We want your input to help the firm and this position improve over time!
1 year of financial planning/advisory experience
~ Experience with financial planning and portfolio tools – experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not required
~ Ability to work independently while prioritizing projects and managing your time –

we do not micromanage
~ Ability to learn and implement new technology and software
~ Ability to follow office processes and policies related to office operations & client privacy
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