Financial Advisor

SoTalent; New Jersey; On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm in Bayonne, New Jersey is seeking a motivated Private Client Financial Advisor. This role focuses on building and managing a personalized wealth management practice, enhancing relationships with clients and partners. The ideal candidate should have at least 2 years of experience, possess active licenses (Series 7, 63 or 66), and demonstrate success in client acquisition. This is a full-time position that offers a dynamic environment ideal for growth.

Qualifications

• Active and valid Series 7, 63, and 65 licenses (or Series 66) are required.
• Minimum of 2 years experience as a Financial Advisor or in financial services.
• Experience with high-net-worth client advisory is a plus.

Responsibilities

• Develop and manage a tailored wealth management practice.
• Maintain relationships with internal and external partners.
• Promote wealth management capabilities to clients and prospects.

Skills

Client acquisition

Relationship management

Financial planning

Collaboration in team settings

Job description

Location: Bayonne, New Jersey, United States

Type: Full Time

Our Client is seeking a motivated Private Client Financial Advisor to build and grow a high-quality wealth management practice focused on delivering personalized, holistic financial strategies. This role is ideal for an advisor who thrives in a relationship-driven environment and enjoys partnering with internal teams to meet the complex needs of clients.

Role Responsibilities

• Develop and manage a tailored wealth management practice aligned with individual client goals
• Build, enhance, and maintain strong relationships with internal and external partners to drive client introductions and engagement
• Proactively engage clients and prospects to promote comprehensive wealth management capabilities
• Grow existing relationships through strategic referrals and cross-partner collaboration
• Design customized financial plans based on client objectives, risk profiles, and life stages
• Leverage internal specialists and subject-matter experts to deliver integrated solutions including financial planning, investment management, insurance, and estate planning

Qualifications & Experience

• Active and valid Series 7, 63, and 65 licenses (or Series 66)
• Active Life, Health, and Variable Insurance licenses, or ability to obtain within a required onboarding period
• Minimum of 2 years of experience in a Financial Advisor role or within financial services
• Demonstrated success in new client acquisition and ongoing client relationship management
• Proven experience working in a collaborative, team-based financial institution environment
• Familiarity with advising high-net-worth individuals
• Comfortable operating in a dynamic, growth-oriented, entrepreneurial setting