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Financial Advisor Associate
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Nestegg Advisors, Inc.
Hauppauge, NY (In Person)
$72,500 Salary, Full-Time
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Job Description
We are seeking a Financial Advisor Associate (FAA) who is committed to becoming a Financial Advisor. This role is intentionally structured to transition into a Financial Advisor position within three years, contingent upon obtaining the CFP® designation and meeting defined performance benchmarks. You will work directly alongside experienced advisors, participate in client meetings, contribute to financial plan development, and gain hands-on advisory experience in a fiduciary, fee-based environment. Role Overview This position is designed for a motivated professional who is serious about building a long-term advisory career. The right candidate will demonstrate initiative, technical competence, and a commitment to professional development. What You'll DoClient Service & Operations
- Process new accounts, transfers, and trades
- Maintain CRM records and digital documentation
- Respond to client inquiries with professionalism and urgency
- Support clients with online portfolio access and service requests Client Planning & Portfolio Support
- Participate in client and prospect meetings
- Prepare portfolio proposals and retirement income plans
- Analyze asset allocation, performance, and rebalancing strategies
- Implement planning recommendations
- Review tax returns, estate documents, and beneficiary designations
- Coordinate with CPAs and attorneys Growth & Development
- Assist with financial planning workshops and educational seminars
- Support business development initiatives
- Build long-term client relationships in a high-retention environment
- Progress toward assuming Financial Advisor responsibilities upon CFP® completion What We're Looking ForRequired
- Bachelor's degree
- Series 7 and 66 (or equivalent)
- 2+ years of financial planning experience with retail clients
- CFP® designation or clear commitment to obtaining it within three years
- Strong communication and analytical skills
- Detail-oriented and highly organized
- Proficient in Microsoft Word, Excel, and PowerPoint Ideal Candidate
- Intends to build a long-term Financial Advisor career
- Professional, polished, and client-focused
- Collaborative and comfortable working within a small team
- Self-motivated and accountable About the Firm NestEgg Advisors, Inc.