Wealth Management Advisor

Planning Alliance; Shrewsbury (NJ); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a motivated Financial Advisor to join their team. In this role, you will provide valuable financial guidance to individuals and businesses, helping them protect their assets and build wealth. You will work closely with clients to understand their financial goals, analyze their information, and develop tailored strategies. This position offers a competitive benefits package, mentorship opportunities, and a collaborative work environment that fosters continuous learning and professional growth. If you are passionate about finance and eager to make a difference in your community, this opportunity is perfect for you.

Benefits

401(k) with Match

Health and Dental Insurance

Tuition Reimbursement

Continuous Learning Opportunities

Mentorship Programs

Qualifications

• 1-3 years of experience as a Financial Advisor with a proven track record.
• Strong understanding of investment products and tax planning.

Responsibilities

• Work with clients to create financial plans tailored to their goals.
• Maintain strong client relationships and conduct regular portfolio reviews.

Skills

Client Relationship Management

Financial Planning

Investment Products Knowledge

Communication Skills

Problem-Solving

Education

Bachelor's Degree in Finance or related field

CFP or CFA Certification

Job description

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Position: Financial Advisor

As a Financial Advisor, you will work with individuals and businesses in your community, providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

Key Responsibilities:

1. Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products, and services.
2. Maintain strong relationships with clients, ensuring consistent communication and regular portfolio reviews.
3. Collaborate with other team members, including planners and support staff, to ensure seamless service delivery.
4. Track client progress and recommend adjustments as necessary to meet changing financial needs.

Requirements:

• Must be a US citizen or permanent resident.
• 1-3 years of experience as a Financial Advisor, with a proven track record of managing client relationships and portfolios.
• Industry certifications such as CFP, CFA, or Series 7/63 licenses are highly preferred.
• Strong understanding of investment products, tax planning, retirement planning, and estate planning.
• Excellent communication and interpersonal skills with the ability to explain complex financial concepts in an easily understandable manner.
• Ability to work independently while contributing to a collaborative team environment.
• A proactive and client-focused approach to solving financial challenges.

Benefits include:

• A competitive benefits package, including defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
• Continuous learning with training and certification opportunities, leveraging technology like The Living Balance Sheet.
• Competitive compensation and performance-based incentives.
• Mentorship and joint-work opportunities.
• Leadership and career development opportunities, including tuition reimbursement and continuing education.

Additional Details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

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