Job Description
Join WealthBridge Financial Partners, a premier wealth management firm in Newark, NJ, as we expand our advisory team. We're seeking a dynamic Senior Financial Advisor to help high-net-worth individuals and families achieve financial independence through personalized investment strategies, retirement planning, and comprehensive wealth solutions. This hybrid role combines client relationship management with strategic portfolio development in our modern downtown office.
Our ideal candidate thrives in a collaborative environment while maintaining entrepreneurial drive. You'll leverage our proprietary planning tools and extensive product platform to deliver exceptional client experiences. We offer uncapped commission potential, comprehensive benefits, and continuous professional development through our CFA-certified training programs.
Responsibilities
- Develop and execute comprehensive financial plans for 50+ high-net-worth clients with average portfolios exceeding $500K
- Generate new business through targeted networking, referrals, and digital marketing initiatives
- Conduct quarterly portfolio reviews and rebalancing based on market conditions and client goals
- Present complex financial concepts through interactive dashboards and personalized reports
- Collaborate with internal partners including tax specialists and estate attorneys
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Minimum 5 years of experience in financial services with proven client acquisition track record
- FINRA Series 7 and 66 licenses (or ability to obtain within 90 days)
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional presentation skills with ability to translate complex data into actionable insights
- Established network of affluent professionals in Newark metro area
- Track record of exceeding sales targets (minimum $1M AUM annually)