Growth‑Focused Financial Advisor for Comprehensive Planning

ViziRecruiter,LLC.; Cherry Hill Township (NJ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

401(k) with company match

Life insurance and long-term disability coverage

Job summary

ViziRecruiter, LLC. is seeking an experienced Financial Advisor located in Cherry Hill Township, New Jersey. This role focuses on developing and maintaining financial plans for clients, providing investment recommendations, and delivering ongoing service.

The ideal candidate will possess strong client relationship management skills and a commitment to ethical conduct. Qualified applicants should have a Bachelor’s degree and minimum of 3 years of experience as a Financial Advisor.

Qualifications

• Minimum of 3 years of experience as a Financial Advisor.
• Strong client relationship management skills.
• Commitment to ethical conduct and regulatory compliance.

Responsibilities

• Develop and maintain financial plans for clients.
• Provide investment recommendations and portfolio guidance.
• Deliver ongoing client service and updates.

Skills

Client relationship management

Communication skills

Financial planning

Investment recommendations

Education

Bachelor's degree

Tools

Securities licenses (Series 7, Series 66)

Life and Health insurance licenses

Job description

ViziRecruiter, LLC. is seeking an experienced Financial Advisor located in Cherry Hill Township, New Jersey. This role focuses on developing and maintaining financial plans for clients, providing investment recommendations, and delivering ongoing service.

The ideal candidate will possess strong client relationship management skills and a commitment to ethical conduct. Qualified applicants should have a Bachelor’s degree and minimum of 3 years of experience as a Financial Advisor.