Senior Wealth Advisor - Hybrid, Growth & Impact

CFA Institute; Summit (NJ); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company contribution

Bonus program

Equity opportunity over time

Professional development and dues paid

Hybrid work schedule

Job summary

Summit Place Financial Advisors is seeking an Experienced Financial Advisor to join a close-knit team delivering holistic wealth management and family-office style guidance. You will nurture existing clients, bring in new business, and grow with a collaborative group that values voices and ideas.

The role emphasizes relationship-building, market communication, and insightful financial planning for executives, multi-generational families, and inheritors.

Qualifications

• 5-7 years of client-facing experience in wealth management or private banking.
• Bachelor's degree required; CFP® or CFA credential preferred.
• Strong listening, written, and verbal communication skills.
• Self-motivated with initiative to follow through on projects.
• Highly organized with the ability to manage competing priorities.
• Demonstrated technology fluency and willingness to learn new systems.

Responsibilities

• Manage client relationships, delivering holistic wealth management and family office-like advice.
• Identify, cultivate, and close new business opportunities among executives and multi-generational families.
• Communicate proactively with clients regarding market updates and planning opportunities.
• Prepare and conduct client reviews and present financial analyses and plans.

Skills

Client-facing experience

Communication skills

Self-motivation

Organization

Technology fluency

Integrity

No insurance licensees

Education

Bachelor's degree

CFP or CFA preferred

Job description

Summit Place Financial Advisors is seeking an Experienced Financial Advisor to join a close-knit team delivering holistic wealth management and family-office style guidance. You will nurture existing clients, bring in new business, and grow with a collaborative group that values voices and ideas.

The role emphasizes relationship-building, market communication, and insightful financial planning for executives, multi-generational families, and inheritors.