Senior Wealth Advisor
My client is an independent personal financial planning and wealth management firm with $7B in AUM serving the HNW & UHNW; ranked by Barron's as a Top 100 RIA in 2024. They're in search of a Senior Wealth Advisor to join their team located in Hazlet, NJ. This firm has a client-centric and planning forward approach.
Qualifications for the Financial Advisor:
- Has the following licenses: Series 7, Series 66 (or Series 63 + 65), Life and Health
- Minimum of 5-10 years of experience in financial services is required
- Financial designation preferred, not required (CFP, CFA, CHFC)
- Existing book of business
- Proven ability to meet with clients and present planning strategies
- Demonstrated the ability to source prospective clients
Responsibilities for the Financial Advisor:
- Servicing existing client base
- Lean on strong referral network to grow business
- Utilize Financial Planning expertise
- Analyzing and recommending changes to portfolios
- Review investment plans and present to clients
- Collaborate with portfolio/ estate planning colleagues
Compensation and Benefits:
- $175K to $225K base salary + variable compensation (bonus, incentives, possible equity)