Private Client Advisor: Wealth Planning & Digital Guidance

Next Frontier Capital; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Next Frontier Capital is hiring a Private Client Advisor to support clients with comprehensive financial planning and personalized investment solutions. The role demands strong relationship management skills and a deep understanding of financial markets.

Successful candidates will have at least 2 years of financial advisory experience, be licensed (Series 7, 66), and are expected to create a culture of success within the team while embracing digital innovations.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and bank goals.
• Deliver personalized investment solutions focusing on relationship management.
• Educate clients on technology to manage investments.

Skills

Financial Advisory Experience

Client Relationship Management

Financial Markets Knowledge

Digital Confidence

Education

Bachelor’s Degree

CFP Certification

Tools

Series 7 License

Series 66 License

Life, Health, and Long Term Care Insurance License

Job description

Next Frontier Capital is hiring a Private Client Advisor to support clients with comprehensive financial planning and personalized investment solutions. The role demands strong relationship management skills and a deep understanding of financial markets.

Successful candidates will have at least 2 years of financial advisory experience, be licensed (Series 7, 66), and are expected to create a culture of success within the team while embracing digital innovations.