Wealth & Relationship Advisor

Next Frontier Capital; Parsippany-Troy Hills (NJ); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health coverage

Equity/Discretionary incentive

Retirement plan

Tuition reimbursement

Mental health support

Job summary

Next Frontier Capital in Parsippany, NJ is seeking a Financial Advisor to build a client-focused practice and provide personalized investment solutions. The role emphasizes relationship management over portfolio supervision, with emphasis on integrity and client education.

The candidate should have at least 2 years in financial services, a valid Series 7 and Series 66, and life/health/LTC licenses or the ability to obtain them within 60 days. A bachelor’s degree is preferred.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advisory guidance.
• Active Series 7 license is required.
• Active Series 66 (63/65) license required or obtainable within 60 days of start.
• Active Life, Health and Long Term Care licenses required or obtainable within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide holistic financial coaching and educate clients on technologies and channels to monitor investments.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Foster a culture of diversity and integrity while supporting teammates and bank goals.
• Promote digital innovations to help clients bank how and where they want.

Skills

Relationship-building

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree preferred

Job description

Next Frontier Capital in Parsippany, NJ is seeking a Financial Advisor to build a client-focused practice and provide personalized investment solutions. The role emphasizes relationship management over portfolio supervision, with emphasis on integrity and client education.

The candidate should have at least 2 years in financial services, a valid Series 7 and Series 66, and life/health/LTC licenses or the ability to obtain them within 60 days. A bachelor’s degree is preferred.