Senior Financial Advisor: Client Growth & Planning Leader

Kestra Holdings; Fairfield (NJ); On-site; USD 120,000 - 190,000; Full time

Job summary

U.S. Financial Services seeks a Lead Advisor to manage client relationships, deliver financial planning and investment guidance, and train teams to develop new business in New Jersey.

You will serve as the primary advisor, expand existing relationships, and coordinate with internal teams for seamless client service. The role emphasizes building a pipeline, presenting plans, and driving measurable firm growth through proactive engagement and referrals.

Qualifications

• Licensed or eligible for required securities licenses (SIE, Series 7/66).
• Professional certification: CFP or CFA preferred.
• Experience with CRM, financial planning software, and custodial platforms.
• Strong client-focused approach with excellent communication.
• Bachelor’s degree in accounting/finance or related field.

Responsibilities

• Manage and strengthen client relationships through financial planning and investment advice.
• Build and maintain a pipeline of prospective clients and referrals.
• Present financial plans and investment recommendations to clients.
• Coordinate with advisory and service teams to implement recommendations.
• Document client interactions and update CRM with notes and actions.

Skills

SIE

Series 7/66

CFP

CFA

CRM experience

Microsoft Office

Client-focused

Excellent communication

Education

Bachelor’s degree in Accounting, Finance, Financial Management, Economics, Business, or related discipline

Tools

CRM

Financial planning software

Custodian platforms

Portfolio platforms

Job description

U.S. Financial Services seeks a Lead Advisor to manage client relationships, deliver financial planning and investment guidance, and train teams to develop new business in New Jersey.

You will serve as the primary advisor, expand existing relationships, and coordinate with internal teams for seamless client service. The role emphasizes building a pipeline, presenting plans, and driving measurable firm growth through proactive engagement and referrals.