Associate Financial Advisor
Cook Legacy Advisors | Woodbury, NJ (Southern New Jersey)
$70,000 - $80,000 a year (base, DOE) + production-based incentive compensation

Cook Legacy Advisors, a growing wealth management practice in Southern New Jersey, is looking for an Associate Financial Advisor to service and grow client relationships alongside our senior advisor. This is a relationship-first role — not cold calling — with a real path to a long-term book of business through our multi-year succession plan.

You'll:

Build and deepen relationships with existing clients
Advise on retirement, investments, and wealth planning
Run client meetings and identify planning opportunities
Grow into greater ownership of client relationships over time
Work closely with the lead advisor on strategy

You have:

Series 7 and Series 65 or 66 (required)
Experience in wealth management, financial planning, or a related field
CFP a plus (we'll help you get there)
Strong communication skills and a client-first mindset
Energy, drive, and comfort in a small, entrepreneurial team

We offer:

$70K-$80K base + incentive comp
A clear career path with mentorship
Support toward CFP and other designations
Medical stipend, generous PTO, hybrid potential once acclimated

Pay: $68,207.91 - $82,142.87 per year

Benefits:

Paid time off
Professional development assistance

Work Location: In person

Cook Legacy Advisors

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Associate Financial Advisor