Novi Wealth Partners
An Associate Wealth Advisor at Novi Wealth Partners delivers fee-only, client-centered financial planning without selling products. The role involves engaging clients, developing comprehensive financial and investment strategies, and collaborating with a supportive team to create actionable plans for long-term success.
Headquarters
Princeton, New Jersey, United States
Company Size
1-10 employees
Founded
1998
Novi Wealth Partners – Trusted fiduciary, fee-only financial planners in Princeton, NJ. Offering holistic personalized financial planning, wealth management, and investment strategies to help you achieve your financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Novi Wealth Partners.
Novi Wealth Partners didn’t post a salary, so this is our estimate from similar listings.
18% above the average for this role