Make a Meaningful Impact With Your Financial Planning Career
Are you passionate about using your financial planning expertise to help others live more fulfilling lives-without being pressured to "sell" products? At Novi Wealth Partners, we believe in delivering life-changing advice through deep relationships and client-centered planning-not pushing products or chasing trends.
As a fee-only, independent wealth management firm, we place integrity, education, and empathy at the heart of our client work. We are seeking an Associate Wealth Advisor with a strong foundation in financial planning-someone who thrives in a collaborative team environment and is looking for a long-term career path.
This is a great opportunity for professionals who may have taken a non-linear career path or are re-entering the workforce.
What Makes Novi Different?
Client-first culture: We don't sell products. We deliver trusted advice.
Collaborative team: Work alongside experienced advisors who mentor and support one another.
Flexible environment: Hybrid work model designed to support professional excellence and personal well-being.
Path to growth: We actively promote from within-our Associate Advisors are given every opportunity to become Wealth Advisors.
Key Responsibilities
Client Engagement
Serve as a lead and/or supporting advisor in client meetings.
Translate client conversations into actionable plans and follow-ups.
Manage ongoing client communication and financial planning deliverables.
Financial Planning & Analysis
Build and maintain comprehensive client files.
Create and update core planning deliverable: cash flow projections, beneficiary reviews, tax analyses, investment plans, etc.
Partner with other advisors to develop and refine advanced planning strategies.
Investment Strategy
Help prepare and present Investment Policy Statements (IPS).
Monitor client portfolios and prepare trades for approval as needed.
Assist in portfolio analysis and onboarding for new investment accounts.
Cross-Team Collaboration
Work closely with client attorneys, accountants, and internal operations to ensure timely and accurate implementation.
Participate in internal committees and planning meetings.
Provide occasional backup support on client calls to ensure a seamless client experience.
What We're Looking For
Bachelor's degree required
Series 65 license, or ability to pass within 90 days of hire
Completion of some or all CFP® coursework strongly preferred
1-3 years of experience in financial services - planning, or client advisory roles preferred
Strong communication, analytical, and relationship-management skills
A mindset rooted in humility, curiosity, and lifelong learning
Compensation & Benefits
Competitive Salary
Incentive Bonus: Performance-based, tied to firm and individual goals Benefits include:
401(k) with generous firm contribution
Health, dental, and vision insurance
Paid Time Off (PTO) and parental leave
Tuition reimbursement and support for CFP® certification
A Place Where Purpose Meets Professionalism
We believe in empowering our clients-and our team members-to define their own vision of wealth and success. Whether you're returning to the profession, looking to grow your advisory career, or seeking a firm that aligns with your values, we invite you to explore a future with Novi Wealth.
"Empowering all to find their definition of wealth, while providing the confidence to achieve it."