Job Description
Join a premier wealth management firm in Jersey City's financial district and build your career as a Senior Financial Advisor. We're seeking driven professionals to serve high-net-worth clients through comprehensive financial planning, investment strategy, and wealth preservation. Enjoy uncapped earning potential, premium benefits, and access to institutional-grade resources in a collaborative, growth-oriented environment.
Responsibilities
- Develop and execute personalized financial plans for HNW clients ($500k+ AUM)
- Build and maintain client relationships through proactive communication and trust-building
- Conduct market analysis and portfolio reviews to optimize investment strategies
- Collaborate with tax and legal specialists for integrated wealth solutions
- Mentor junior advisors while achieving quarterly performance targets
- Drive new business development through networking and referrals
- Stay current on regulatory changes and industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years experience in financial advisory with proven HNW client management
- Series 65, 66, and state insurance licenses (or ability to obtain immediately)
- Track record of exceeding sales and retention targets
- Exceptional communication, presentation, and negotiation skills
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong analytical abilities with attention to detail