Private Client Advisor: Wealth & Digital Solutions

Next Frontier Capital; Sparta Township (NJ); On-site; USD 90,000 - 120,000; Full time

Job summary

Next Frontier Capital is seeking a Financial Advisor to build a book of business and deliver personalized investment solutions to clients, focusing on relationship management over portfolio duties. You will rely on leadership and collaboration to grow client base while upholding the highest standards of integrity. Candidates should have active Series 7/66 and Life/Health/LTC licenses or obtain within 60 days, CFP preferred; bachelor’s degree preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals‑based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationships

Relationship management

Goals-based planning

Business development

Financial advisory

Financial markets knowledge

Integrity

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

Next Frontier Capital is seeking a Financial Advisor to build a book of business and deliver personalized investment solutions to clients, focusing on relationship management over portfolio duties. You will rely on leadership and collaboration to grow client base while upholding the highest standards of integrity. Candidates should have active Series 7/66 and Life/Health/LTC licenses or obtain within 60 days, CFP preferred; bachelor’s degree preferred.