Independent Fiduciary Financial Advisor

Moneta; Moorestown Township (NJ); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid holidays

Employer cost-shared medical and dental insurance

401k Match – 50%

Paid parental leave

Discretionary annual profit-sharing bonus

Job summary

A financial advisory firm in Moorestown Township, New Jersey, is seeking a Financial Advisor to assist clients in navigating their financial journeys. The role involves conducting in-depth financial analyses, developing customized investment strategies, and providing tax and estate planning advice. Candidates should have 3-5 years of client service experience, along with relevant certifications. The firm offers a range of benefits including paid holidays, PTO, and a 401k match, fostering a supportive work environment.

Qualifications

• Minimum 3-5 years working as a client service advisor or related role.
• CFP, CFA, CPA/PFS with tax expertise required.
• Series 65 or Series 7 and Series 66 required within 60 days if no prior CFP or CFA.

Responsibilities

• Conduct in-depth financial analysis for clients.
• Develop specialized investment strategies with the Investment Team.
• Assist clients in comprehensive retirement and estate planning.

Skills

Client service advisory

Financial analysis

Investment strategies

Tax planning

Risk management

Education

CFP, CFA, CPA/PFS

JD with estate planning

Tools

Orion

MoneyGuidePro

Job description

A financial advisory firm in Moorestown Township, New Jersey, is seeking a Financial Advisor to assist clients in navigating their financial journeys. The role involves conducting in-depth financial analyses, developing customized investment strategies, and providing tax and estate planning advice. Candidates should have 3-5 years of client service experience, along with relevant certifications. The firm offers a range of benefits including paid holidays, PTO, and a 401k match, fostering a supportive work environment.