Experienced Wealth Management

CFA Institute; Summit (NJ); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company contribution

Bonus program

Equity opportunity over time

Professional development and dues paid

Hybrid work schedule

Job summary

Summit Place Financial Advisors is seeking an Experienced Financial Advisor to join a close-knit team delivering holistic wealth management and family-office style guidance. You will nurture existing clients, bring in new business, and grow with a collaborative group that values voices and ideas.

The role emphasizes relationship-building, market communication, and insightful financial planning for executives, multi-generational families, and inheritors.

Qualifications

• 5-7 years of client-facing experience in wealth management or private banking.
• Bachelor's degree required; CFP® or CFA credential preferred.
• Strong listening, written, and verbal communication skills.
• Self-motivated with initiative to follow through on projects.
• Highly organized with the ability to manage competing priorities.
• Demonstrated technology fluency and willingness to learn new systems.

Responsibilities

• Manage client relationships, delivering holistic wealth management and family office-like advice.
• Identify, cultivate, and close new business opportunities among executives and multi-generational families.
• Communicate proactively with clients regarding market updates and planning opportunities.
• Prepare and conduct client reviews and present financial analyses and plans.

Skills

Client-facing experience

Communication skills

Self-motivation

Organization

Technology fluency

Integrity

No insurance licensees

Education

Bachelor's degree

CFP or CFA preferred

Job description

We believe great work happens when talented people know their contributions matter and enjoy the people they work alongside. Summit Place Financial Advisors is a boutique, fee-only wealth management firm built around a young, close-knit team that genuinely enjoys working together. We deliver exceptional, high-touch service to a select group of clients. We're not chasing scale for its own sake; we're building deep, lasting relationships with multi-generational families, successful executives, and recent inheritors who want a firm that truly knows them. This is an opportunity to be part of our continued growth.

We're looking for an Experienced Financial Advisor with strong client relationship skills, comfort with business development, and a desire to help write the next chapter of our growth. You'll step in and immediately make an impact with existing clients, bring your own energy to new business, and grow alongside a collaborative, tight-knit team where your voice and ideas genuinely matter.

YOUR DAY-TO-DAY

• Manage client relationships, delivering holistic wealth management and family office-like advice
• Identify, cultivate, and close new business opportunities among successful executives, multi-generational families, and recent inheritors
• Communicate proactively with clients and prospects regarding market updates and planning opportunities that affect their financial lives
• Prepare and conduct client reviews and present financial/investment analyses and plans for prospective and current clients

QUALIFICATIONS

• 5-7 years of client-facing experience in wealth management or private banking, with experience also building new business.
• Bachelor's degree required; CFP® or CFA credential preferred
• Strong listening, written, and verbal communication skills, including the ability to explain complex financial concepts to a sophisticated audience
• Self-motivated, with the initiative to follow through on projects without constant direction
• Highly organized, with the ability to set development targets and manage competing priorities
• Demonstrated technology fluency and a willingness to continuously learn new systems, explore emerging tools, and identify opportunities that benefit the firm’s operations and clients’ experience.
• Highest personal and professional integrity
• Genuine social fit with our target client market, and a desire to be part of a small, growing firm with multiple duties
• No insurance licensees, please

REWARDING YOUR CONTRIBUTIONS

• Base salary plus incentive compensation and corporate bonus program
• Hybrid work schedule with 3 days in the office
• Company-paid individual health insurance
• 401(k) plan with company contribution and profit sharing
• Professional development and professional dues paid
• Equity opportunity over time
• A collaborative, flexible work culture

About Summit Place Financial Advisors

Summit Place Financial Advisors is a fee-only, discretionary wealth management firm serving successful families and individuals nationwide. We recognize the value of inclusion and diversity in culture, thought, and experience, and we're proud of a collaborative work environment where every team member participates and has access to senior management and a path to grow.

QUALIFICATIONS

• 5-7 years of client-facing experience in wealth management or private banking, with experience also building new business.
• Bachelor's degree required; CFP® or CFA credential preferred
  
• Strong listening, written, and verbal communication skills, including the ability to explain complex financial concepts to a sophisticated audience
  
• Self-motivated, with the initiative to follow through on projects without constant direction
  
• Highly organized, with the ability to set development targets and manage competing priorities
  
• Demonstrated technology fluency and a willingness to continuously learn new systems, explore emerging tools, and identify opportunities that benefit the firm’s operations and clients’ experience.
  
• Highest personal and professional integrity
  
• Genuine social fit with our target client market, and a desire to be part of a small, growing firm with multiple duties
  
• No insurance licensees, please