Senior Financial Advisor — $40M+ AUM, Hybrid Wealth Growth Leader

Procyon; Sparta Township (NJ); Hybrid; USD 150,000 - 280,000; Full time

Benefits offered by this job

Hybrid work schedule

Reimbursement for approved advanced de

Travel up to 10%

Job summary

Procyon is seeking an experienced Financial Advisor in New Jersey to drive new business, close relationships, and deliver planning-led wealth management that produces exceptional outcomes.

The role blends deep mastery across investments, planning, tax, and risk with the interpersonal skill to build trust, articulate value, and win. You will leverage Procyon's platform and a collaborative team to scale your practice with a hybrid work model.

Qualifications

• Minimum $40 million in current, transferable client assets under management (AUM) required.
• Clean U4 required — no disclosures, customer complaints, or regulatory/compliance actions of any kind.
• Minimum 3 years of experience as a financial advisor, with a demonstrated track record of business development and closing new client relationships.
• Series 65, or ability to obtain within 3 months of start date.
• CFP, JD, CPA, or CFA strongly preferred; a genuine expert in financial planning, investments, and wealth strategy.
• Proven ability to source, cultivate, and convert prospects into long-term clients.
• Exceptional interpersonal, written, and verbal communication skills, with the ability to explain complex topics simply and persuasively.
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• High personal character and integrity, with a clean compliance record.
• Team player with a strong work ethic, self-motivation, and a genuine desire to grow your practice.

Responsibilities

• Drive the firm's growth by sourcing, cultivating, and closing new client relationships.
• Build and execute a personal business development plan, leveraging referrals and Procyon's marketing and PR efforts.
• Develop Center of Influence through networking and events.
• Deliver compelling, expertise-driven presentations to clients, closing leads and referrals.
• Serve as the trusted lead advisor and subject-matter expert for clients, delivering planning-led advice across investments, retirement, estate, tax, and risk.
• Build strong, long-term relationships by understanding each client's goals proactively.
• Answer client questions with superior service front of mind, coordinate meetings, deliverables, and follow-up.

Skills

Business development

Client relationships

Communication skills

Entrepreneurial mindset

Strong work ethic

Education

Series 65

CFP

JD

CPA

CFA

Tools

Charles Schwab

Fidelity

Black Diamond

Job description

Procyon is seeking an experienced Financial Advisor in New Jersey to drive new business, close relationships, and deliver planning-led wealth management that produces exceptional outcomes.

The role blends deep mastery across investments, planning, tax, and risk with the interpersonal skill to build trust, articulate value, and win. You will leverage Procyon's platform and a collaborative team to scale your practice with a hybrid work model.