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
