Private Client Wealth Advisor - Growth & Relationships

SoTalent; New Jersey; On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm in Bayonne, New Jersey is seeking a motivated Private Client Financial Advisor. This role focuses on building and managing a personalized wealth management practice, enhancing relationships with clients and partners. The ideal candidate should have at least 2 years of experience, possess active licenses (Series 7, 63 or 66), and demonstrate success in client acquisition. This is a full-time position that offers a dynamic environment ideal for growth.

Qualifications

• Active and valid Series 7, 63, and 65 licenses (or Series 66) are required.
• Minimum of 2 years experience as a Financial Advisor or in financial services.
• Experience with high-net-worth client advisory is a plus.

Responsibilities

• Develop and manage a tailored wealth management practice.
• Maintain relationships with internal and external partners.
• Promote wealth management capabilities to clients and prospects.

Skills

Client acquisition

Relationship management

Financial planning

Collaboration in team settings

Job description

A leading financial services firm in Bayonne, New Jersey is seeking a motivated Private Client Financial Advisor. This role focuses on building and managing a personalized wealth management practice, enhancing relationships with clients and partners. The ideal candidate should have at least 2 years of experience, possess active licenses (Series 7, 63 or 66), and demonstrate success in client acquisition. This is a full-time position that offers a dynamic environment ideal for growth.