Job Description
Join our award-winning financial advisory team in Jersey City, NJ, and transform lives through strategic wealth management. We're seeking a dynamic Financial Advisor to build client relationships, deliver personalized financial solutions, and drive business growth in a commission-rich environment. Enjoy comprehensive training, cutting-edge technology, and a collaborative culture that rewards innovation.
Responsibilities
- Develop and implement comprehensive financial plans aligned with client goals
- Acquire new high-net-worth clients through targeted networking and referrals
- Manage investment portfolios using proprietary research tools
- Conduct regular portfolio reviews and market trend analysis
- Ensure compliance with FINRA regulations and industry standards
- Leverage CRM systems to track client interactions and opportunities
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory or sales experience
- Proven track record in client acquisition and retention
- Strong analytical skills and market knowledge
- CFA or CFP designation preferred