Overview
Financial Advisor Apprentice is an 18-month residency and financial planning career path located in Morristown, NJ (in person). Target total compensation ranges from $75,000 to $110,000, combining base pay, performance bonuses, and a growth share.
Program Focus and Mission
This intensive residency is designed to transform ambitious candidates into world-class Wealth Planners. It requires a proactive, hands-on approach rather than routine tasks. You will be assigned a client flock whose financial lives you steward. OmniGrowth Wealth Professionals operates from a mission of providing stewardship that inspires and nurtures life successes, guided by our Pillars of Trust and core values of Professionalism, Leadership, and Proactive Empirical Creativity.
Your Year One Objectives
- Master the Flock: internalize every member of your assigned client group—their goals, history, and gaps.
- The Planning Engine: become proficient in eMoney, Holistiplan, and our proprietary tools and "Choice Architecture" to craft recommendations that truly impact lives.
- Efficient Execution: dedicate time to mastering our internal systems and scripts so you are fully efficient and impactful during the day.
- Collaborative Hive: work within a team that supports stewardship of peers, clients, and the firm.
Ideal Candidate
We prefer candidates with their Series 7 and 66, but we will sponsor licensing for the right high-achiever. The hard deadline requires full licensing (Series 7, 66/63/65, and Life/Health) by September 30, 2026. The residency program begins June 8, 2026.
- Impeccable follow-up: you ensure projects reach completion and nothing falls through the cracks.
- Creatively proactive: you set your own weekly objectives and use empirical data to accelerate growth and decisions.
- Dedicated: you understand that professional success requires a substantial initial investment of time and energy.
Not a Fit If
- You want a conventional 9-to-5 role you can disengage from mentally.
- You struggle with the technical rigor of tax brackets, probate funnels, or investment portfolios.
- You prefer working in isolation rather than in a high-accountability, group-coaching environment.
Compensation and Growth
The program starts with a compensation package of $75,000 to $110,000, with those who perform well reaching $110,000+ in Year 1. Base salary is $55,000. Controllable bonuses are awarded quarterly and monthly based on hitting technical and cultural milestones, up to 30-50% of the base salary. You also participate in profit sharing tied to the growth of your flock.
Career Path and Progression
Successful completion of the residency leads to a Junior Planner promotion within 12 to 18 months, with a clearly defined path toward Senior Planner and additional advancement opportunities.
How to Apply
Apply via Indeed. Successful applicants will be invited to complete a follow-up assessment focused on our Core Values and the ability to solve complex planning scenarios.
About OmniGrowth Wealth Professionals
We provide the path; you set the pace. This in-person role is based in Morristown, NJ 07960.
Pay and Location Details
Pay: $55,000 to $110,000 per year. Work Location: In person. Location: Morristown, NJ 07960.
