Senior Wealth Advisor - In-Office with Flexibility

MTtalent; New Jersey; On-site; USD 61,000 - 64,000; Full time

Benefits offered by this job

Profit sharing bonus

Comprehensive benefits

3 weeks paid vacation

Mentorship and leadership

Job summary

MT Talent Solutions invites an experienced Senior Financial Advisor / Wealth Advisor to join a respected private wealth practice in the Hamilton region. You will serve affluent clients with comprehensive financial planning and mentorship responsibilities.

You will lead and mentor junior advisors, contribute to succession planning, and help grow the client book while upholding high ethical standards and collaborative team culture.

Qualifications

• 8+ years of experience in financial planning, wealth management, or financial advisory services.
• CFP®, CIM®, CFA®, PFP®, or another recognized financial planning/investment designation.
• Demonstrated success managing and growing a portfolio of affluent or high-net-worth clients.

Responsibilities

• Build and maintain trusted relationships with affluent and high-net-worth clients.
• Deliver comprehensive financial planning solutions, including retirement, estate, tax, investment, insurance, and wealth preservation strategies.
• Provide investment recommendations aligned with each client's goals, objectives, and risk tolerance.
• Identify opportunities to deepen existing client relationships while attracting new assets to the practice.
• Collaborate with internal team members to deliver an exceptional client experience.
• Mentor and coach junior advisors by sharing industry knowledge, best practices, and financial planning expertise.
• Support succession planning initiatives and contribute to the continued growth of the practice.
• Stay current on industry regulations, market trends, and financial planning strategies.

Skills

Relationship-building

Financial planning

Investment management

Estate planning

Tax planning

Job description

MT Talent Solutions invites an experienced Senior Financial Advisor / Wealth Advisor to join a respected private wealth practice in the Hamilton region. You will serve affluent clients with comprehensive financial planning and mentorship responsibilities.

You will lead and mentor junior advisors, contribute to succession planning, and help grow the client book while upholding high ethical standards and collaborative team culture.