Junior Wealth Advisor - Apprenticeship Track||Red Bank, NJ Revenue Participation

This role is designed for someone who wants to have a long career inside a high-performing advisory practice. It is a position for someone who wants to build —
not coast in a transactional 9–5 job. It requires an ownership mentality at every stage and is not a fast track to premature client ownership.

This is a growing team partnership structured as an apprenticeship inside a high-performing wealth advisory firm serving high-net-worth and ultra-high-net-worth families and institutions.

We are seeking a disciplined, high-agency professional who wants to master the craft — operationally first, strategically next, client-facing over time.

If you are energized by a career built on high standards, ownership, and long-term compounding — this role is designed for you.

Withum Wealth is an independent RIA serving high-net-worth & ultra-high-net-worth clients nationally. Visit our website for more information:

You will work directly alongside a Partner-level advisor with a substantial and growing book of business inside a fast-growing RIA that is affiliated with a Top 25 U.S. accounting firm.

Team growth is referral-driven through a deep network of CPAs, attorneys, and business owners — both affiliated and independent.

The firm focuses on complex financial planning, investment management, and long-term relationship building. In-person client exposure is meaningful and expected.

You will be embedded inside the advisory engine.

This is primarily an in-office role based in Red Bank, NJ (Monmouth County), given the apprenticeship model, close in-person collaboration, and meaningful client interaction.

• 0–5 years of experience in wealth management, financial planning, investment advisory, or related field
• Progress toward or intention to pursue CFP® and/or CFA® designation
• Strong analytical skills and comfort with learning
• Proficiency in Excel and PowerPoint as well as a willingness to master various financial planning / investment management software
• Bachelor’s degree. A bachelor's degree in finance, accounting, economics, or related discipline is preferred.

This role is for someone who:

• Thrives under high standards and accountability
• Takes pride in operational precision
• Thinks in second-order effects
• Brings intensity to their work and balance to their life
• Is motivated by helping clients build clarity, confidence, and long-term financial strength

• Is energized by solving complex problems behind the scenes before being visible in front of clients
• Understands that invisible excellence builds visible trust
• Is comfortable mastering the fundamentals before seeking spotlight
• Is motivated to earn responsibility over time through demonstrated capability — not title alone

• Values long-term growth over short-term recognition
• Wants to elevate the standard of the wealth advisory industry over the course of their career
• Is committed to earning the CFP® and/or CFA® designation early in their career (earning both is strongly encouraged but not mandatory)

• Understands that long-term advisory careers include stewardship of professional relationships and contribution to firm growth
• Wants income growth tied directly to performance, responsibility, and contribution to team growth

This role is NOT for someone who:

• Wants immediate client ownership
• Wants to be exclusively in sales
• Sees operations as “below them”
• Optimizes for visibility over impact
• Avoids detail-oriented work
• Prefers fixed salary progression over performance-based upside in a compounding advisory model
• Is looking for a steppingstone rather than a long-term career

This role includes direct mentorship and apprenticeship-style development under a Partner-level advisor. Responsibilities evolve based on business needs and demonstrated readiness, but Phase 1 focus includes:

• Client meeting preparation and follow-up
• Financial planning modeling and scenario analysis
• CRM management and process optimization
• Custodian coordination and investment implementation
• Portfolio troubleshooting, trading, and documentation
• Workflow improvement and operational…