What are the responsibilities and job description for the Senior Wealth Advisor position at Garry Executive Search?
We are seeking a seasoned Certified Financial Planner (CFP) to join a prominent, fee-only registered investment advisor in central New Jersey. As a senior advisor, you will play a critical role in supporting senior advisors in developing comprehensive wealth management solutions for high-net-worth individuals.
Your responsibilities will include conducting client meetings, delivering expert financial and investment guidance, and serving as a secondary contact and support for existing clients. You will also collaborate with clients' attorneys or insurance providers as necessary to assist with estate planning, college funding goals, and insurance needs.
To be successful in this role, you will require a Bachelor's degree from a four-year accredited institution and 3-10 years of experience within wealth management, financial planning, or a related client-service role. Proficiency in Microsoft Office and familiarity with eMoney, Tamarac, Salesforce, or similar platforms are essential.
In addition to competitive compensation, our client offers a comprehensive medical and dental benefits package, Employee Stock Ownership Program, and a business casual dress code with daily lunch provided. The firm prides itself on cutting-edge technology, personalized service, and dedication to managing high-net-worth portfolios with integrity and transparency.
If you are ready to take the next step in your financial advisory career and work for a growth-oriented RIA firm, we invite you to apply.
