Financial Advisor / Wealth Advisor

Palante Wealth Advisors

Pennington (NJ)

On-site

USD 160,000 - 190,000

Full time

14 days+

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Benefits offered by this job

401(k)

Medical insurance

Tuition assistance

Job summary

A financial advisory firm in Pennington, NJ seeks an Associate Wealth Advisor to assist in holistic retirement planning without the need for cold calling. Ideal candidates should be detail-oriented and have experience in financial services. Responsibilities include responding to client inquiries, assisting with account management, and supporting the Lead Advisor. Competitive compensation and a positive work environment are offered.

Qualifications

3 years of financial services experience preferred.
Intermediate to advanced computer skills.
Series 65 and Life & Health Insurance licensing required.

Responsibilities

Responding to client inquiries.
Opening and transferring accounts.
Resolving issues with our custodian.
Generating and providing financial reports.
Processing transactions.
Preparing client meetings.
Sitting in on client meetings.
Providing meeting recaps to clients.

Skills

Detail-oriented

High follow-through

Intermediate to advanced computer skills

Problem-solving

Open communication

Self-starter

Education

Series 65 license

Life & Health Insurance license

Job description

1 day ago Be among the first 25 applicants

Can you imagine a job as a financial advisor where you don't have to cold-call, and where you're not responsible for bringing in new business? Are you hungry to focus on top-level, holistic retirement planning, and make a true, positive impact on thousands of pre-retirees and retirees in your local community? If you enjoy engaging with others, while completing tasks with a high attention to detail...look no further! Our successful, independent financial advisory firm in Pennington, NJ would like to speak with you!

Palante Wealth Advisors is an independent financial services firm that helps those who are retired and soon-to-be retired plan for life’s greatest journey. If you are detail-oriented, have high follow-through, and enjoy connecting with pre-retirees and retirees to help guide them on the path to a dream retirement, apply today to become our Associate Wealth Advisor.

We have begun to have exponential growth, and we are putting in place our plan to continue to grow and scale. While the team size is mid-sized now (about 10 total), we anticipate doubling our team size in the next 3 years. The good news is that we are heading in a direction where the Associate Wealth Advisor will play a huge role in servicing our existing clients, and helping design the plans that help our new clients.

While we scale and grow our team, the Associate Wealth Advisor will play a role in assisting our Lead Advisor, while providing superior customer service to existing clients and new clients. This will put our chosen candidate in the driver’s seat of knowing how everything needs to be done.

We are seeking a life-long team member who wants to be a part of a positive, inspiring culture and communicates that themselves every day.

- Open Communication

- Problem-Solving

- High Follow-Through

- A Self-Starter, Execution of Responsibilities

What You Can Look Forward To

The purpose of this position is to ensure that the client needs are put first and assist in the day to day tasks that support the Lead Advisor and other team members.

Duties include responding to client inquiries, opening and transferring accounts, resolving any issues with our custodian, generating and providing various financial reports to the advisor, and processing transactions. This position also handles the preparation of client meetings, sitting in on client meetings, and providing meeting recaps to the clients.

Responding to client inquiries
Opening and transferring accounts
Resolving issues with our custodian
Generating and providing financial reports to the advisor
Processing transactions
Preparation of client meetings
Sitting in on client meetings
Providing meeting recaps to clients

Qualifications include:

3 years of financial services experience preferred
Intermediate to advanced computer skills
Series 65 and Life & Health Insurance licensing (other licenses would be considered)

What we will provide for you

A competitive compensation plan
A positive and supportive work environment enabling you to develop your skills, collaborate with other professionals and invest in others.
A vision of a great life in the future, and the support that it takes to achieve it.

Come Join Us!

Check us out online: https://www.facebook.com/palantewealth or https://www.instagram.com/palantewealth/

We think you’ll see that we’ve got a great place for someone to spend their days, enjoying what they do, seeing the difference they make in our client’s lives, and developing great talent around them.

If you think this is job is for you, don’t just press the submit button in the system – take the extra step and send us an email directly to kimberly@palantewealth.com with the subject line “I was built for this – let’s go!” and include a brief cover letter and your resume.

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