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Associate Advisor Jobs in Bricktown, NJ (NOW HIRING)

CSI Group LLP

Lead Advisor

Wall, NJ · On-site

$75K/yr

Supervise and support the Associate Advisor and branch team in tax preparation workflows, quality review, and timely filing. * Stay current on federal and state tax law changes, IRS guidance, and ...

CSI Group LLP

Lead Advisor

Wall, NJ · On-site

Supervise and support the Associate Advisor and branch team in tax preparation workflows, quality review, and timely filing. * Stay current on federal and state tax law changes, IRS guidance, and ...

CSI Group

Lead Advisor

Wall, NJ · On-site

Supervise and support the Associate Advisor and branch team in tax preparation workflows, quality review, and timely filing. * Stay current on federal and state tax law changes, IRS guidance, and ...

H&R Block

Block Advisors Tax Advisor

Lakewood, NJ · On-site

$15.92 - $80/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Camping World Holdings, Inc.

Service Advisor

Lakewood, NJ · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World

Service Advisor

Lakewood, NJ · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Weichert Companies

Mortgage Advisor

Long Beach, NJ · On-site

$33K/yr

Our Mortgage Advisors are more than loan originators -- they are on the front lines of the real ... Associates. Job responsibilities include, but are not limited to, the following: * Develops ...

H&R Block, Inc.

Tax Advisor

Robbinsville, NJ · On-site

$26 - $96/hr

About the Role As a Tax Advisor at H&R Block, you'll help clients navigate their tax needs with ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

New

H&R Block, Inc.

Tax Advisor

East Windsor, NJ · On-site

$26 - $96/hr

About the Role As a Tax Advisor at H&R Block, you'll help clients navigate their tax needs with ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

New

H&R Block, Inc.

Tax Advisor

Hamilton, NJ · On-site

$26 - $95/hr

About the Role As a Tax Advisor at H&R Block, you'll help clients navigate their tax needs with ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

East Windsor, NJ · On-site

$19.07 - $69.92/hr

About the Role As a Tax Advisor at H&R Block, you'll help clients navigate their tax needs with ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Robbinsville, NJ · On-site

$19.07 - $69.92/hr

About the Role As a Tax Advisor at H&R Block, you'll help clients navigate their tax needs with ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Bricktown, NJ

Associate Advisor information

See Bricktown, NJ salary details

$12

$27

$49

How much do associate advisor jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate advisor in Bricktown, NJ is $27.99, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $32.16 per hour, depending on experience, location, and employer.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are popular job titles related to Associate Advisor jobs in Bricktown, NJ?

For Associate Advisor jobs in Bricktown, NJ, the most frequently searched job titles are:

What cities near Bricktown, NJ are hiring for Associate Advisor jobs?

Cities near Bricktown, NJ with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Bricktown, NJ as of June 2026, with employment types broken down into 96% Full Time, 2% Part Time, and 2% Temporary. Highlights an 67% Physical, 4% Hybrid, and 29% Remote job distribution, with an average salary of $58,227 per year, or $28 per hour.

Lead Advisor

CSI Group LLP

Wall, NJ • On-site

$75K/yr

Full-time

Re-posted 17 days ago

Job description

Join CSI Group - A Thriving Career Awaits You!
About CSI Group
CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class.
Our vision is to become the most trusted financial partner on every main street in America. Through our CSI360™ approach, we make expert financial guidance accessible and affordable for all, because everyone deserves confidence in their financial future.
We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it.
At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.
These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people.
Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.
The Lead Advisor is the driving force behind branch success at CSI Group. As the senior client-facing professional at the branch level, the Lead Advisor owns the full CSI360™ member experience, from first engagement through long-term financial partnership. This role combines the expertise of a credentialed financial and tax advisor, a branch operator, and a people leader, responsible for growing a loyal member base, delivering integrated financial and tax solutions, and leading a high-performing team of Member Services Representatives.
The Lead Advisor is accountable for branch production, member satisfaction, and team development. This is a role for a motivated, relationship-driven professional who takes pride in making a real difference in the financial lives of everyday Americans and building a branch culture rooted in CSI's CAPTAG values.
Key Responsibilities
Member Advisory & Relationship Management
  • Serve as the primary financial advisor for branch members, delivering personalized guidance across tax, investment advisory, and estate planning services.
  • Guide members through the full CSI360™ journey, identifying needs, recommending solutions, and building trusted long-term relationships that support their financial well-being.
  • Conduct member meetings, financial reviews, and planning sessions with professionalism, clarity, and a genuine commitment to member outcomes.
  • Serve as the escalation point for complex member situations, including IRS matters, resolving issues with care and expertise.
  • Champion a member-first culture throughout the branch, modeling the standard for exceptional service.

Tax Services & Enrolled Agent Responsibilities
  • Oversee the delivery of tax services at the branch level, ensuring accuracy, compliance, and a high-quality member experience throughout tax season and year-round.
  • Leverage Enrolled Agent credentials to represent members before the IRS in examinations, collections, and appeals, serving as the branch's trusted authority on federal tax matters.
  • Supervise and support the Associate Advisor and branch team in tax preparation workflows, quality review, and timely filing.
  • Stay current on federal and state tax law changes, IRS guidance, and continuing education requirements to maintain EA licensure.
  • Identify tax planning opportunities that deepen member relationships and connect members to broader CSI advisory services.

Branch Production & Growth
  • Own branch production targets including new member acquisition, assets under management (AUM) growth, tax client retention and expansion, and referral generation.
  • Drive outbound and inbound member engagement campaigns to grow the branch pipeline, reactivate lapsed members, and deepen relationships with existing members.
  • Identify and pursue community-level opportunities to expand CSI's presence and grow the branch member base.
  • Collaborate with the Director of Member Advisory Services on branch performance, growth strategies, and market opportunities.
  • Monitor key branch metrics and take proactive steps to close performance gaps and capitalize on growth opportunities.

Team Leadership & Development
  • Directly manage, coach, and develop a team of Member Services Representatives and Senior Member Services Representatives.
  • Set clear performance expectations, conduct regular one-on-ones, and provide ongoing feedback that drives individual and team growth.
  • Lead branch huddles and team meetings that align the team on priorities, campaigns, and member experience standards.
  • Partner with the People team on hiring, onboarding, performance management, and recognition for branch staff.
  • Foster a branch culture that reflects CSI's CAPTAG values and creates an environment where team members thrive.

Campaign & Outreach Leadership
  • Direct the planning and execution of outbound and inbound member campaigns, including seasonal tax outreach, financial review campaigns, referral programs, and member reactivation efforts.
  • Assign campaign responsibilities to the Senior MSR and MSR team, providing clear direction and monitoring execution quality and member response.
  • Review campaign results and member pipeline activity regularly, adjusting strategies to optimize engagement and conversion.
  • Ensure all outreach activity reflects CSI's standards for professionalism, compliance, and member care.

Branch Operations & Compliance
  • Oversee the day-to-day operational health of the branch, ensuring processes, documentation, and workflows meet CSI standards.
  • Maintain compliance with all applicable regulatory requirements, internal SOPs, and industry standards.
  • Partner with the Director of Member Advisory Services and compliance leadership to address any operational or regulatory concerns promptly.
  • Ensure accurate and up-to-date member records across all CSI platforms and systems.

Qualifications & Skills
  • Bachelor's degree in Finance, Business, or a related field required; advanced degree or additional professional designations a plus.
  • 5 or more years of experience in financial advisory, wealth management, or financial services, with a demonstrated track record of production growth and client relationship management.
  • Enrolled Agent (EA) license required; active IRS credentialing and continuing education must be maintained throughout employment.
  • Series 65 license required (or commitment to obtain within a defined period per CSI's licensing program).
  • Proven experience leading, coaching, and developing a service or advisory team.
  • Strong business development skills with experience driving outbound and inbound member engagement campaigns.
  • Exceptional interpersonal and communication skills with the ability to build trust quickly and explain complex financial and tax concepts clearly.
  • Highly organized and results-oriented, with the ability to manage branch operations and advisory responsibilities simultaneously.
  • Comfortable with CRM systems, tax preparation platforms, financial planning tools, and Microsoft Office Suite.

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