Financial Advisor

HJ Sims; Red Bank (NJ); On-site; USD 80,000 - 135,000; Full time

Job summary

A financial advisory firm in Red Bank, NJ is seeking a Financial Advisor to guide clients in wealth management and investment strategies. This role involves building deep relationships with clients and implementing personalized financial plans. Ideal candidates are passionate about wealth planning and have experience with high-net-worth clients. The position offers competitive compensation ranging from $80,000 to $135,000 annually.

Qualifications

• Passionate about helping clients with comprehensive wealth strategies.
• Experience serving high-net-worth clients.
• Ability to foster deep, trusted relationships.

Responsibilities

• Implement wealth management strategies for clients.
• Guide and implement financial plans based on client goals.
• Collaborate with peers to foster a culture of planning.

Skills

Wealth planning

Client relationship management

Investment expertise

Tools

Sophisticated planning software

Job description

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Description

Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The Financial Advisor role may be for you.

Description

Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The Financial Advisor role may be for you.

The Financial Advisor focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.

Scope Of The Role

As a Financial Advisor, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Financial Advisor will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.

Requirements

You are helping families grow, manage, and protect their assets by:

• Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
• Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
• Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
• Guiding and implementing financial plans into the appropriate solutions based on client goals
• Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
• Driving loyalty, share of wallet, and referrals from existing customers
• Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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