What are the responsibilities and job description for the Financial Advisor - Join Our Fast-Paced, Collaborative Team position at Lionheart Wealth Management?
Our team is growing, and we’re looking for a driven Financial Advisor to join us in Summit, NJ. If you’re passionate about building relationships, helping clients reach their goals, and growing your career – this could be the right fit for you!
- Full details below – reach out if you’re interested or know someone who might be!
- Location : Summit, NJ
- Pay : $70,000 - $110,000 per year (Total compensation : salary bonus, commensurate with experience) Benefits :
- Salary
- Bonus
- Profit sharing
- 401(k) retirement plan
- Health insurance
- Paid time off
- This is a salaried role with structured bonuses, clear growth paths, and the potential for equity partnership down the road.
- Client Relationship Management – Engage with existing clients to assess their financial health, provide guidance, and recommend strategies that align with their goals.
- Financial Planning & Strategy – Develop tailored investment and wealth management plans, covering portfolio management, retirement planning, and tax strategies.
- Business Development – Drive growth by : expanding existing client relationships by increasing assets under management and pursuing new opportunities (through referrals, COI outreach, and cold calling). Quotas are part of the role (customizable), but you’ll have the tools and support to succeed.
- Continuous Learning – Stay informed on market trends, investment products, and financial planning techniques to better serve clients.
- Team Collaboration – Work closely with other advisors and professionals to provide comprehensive services and ensure seamless client experiences.
- Experience : 3 years in financial services, with direct client-facing experience.
- Education : Bachelor’s degree in Finance, Business, or related field (preferred).
- Licensing : Series 7 and 66 (required).
- Strong analytical and problem-solving abilities.
- Excellent communication – able to simplify complex financial concepts.
- Passion for building long-term client relationships and driving results.
- Certifications : CFP, CFA, or similar designations (a plus but not required).
- Ready to take the next step? Apply today to join a team that works hard, plays hard, and grows together.
Job Type : Full-time
Who We Are :
We are a fast-paced, dynamic financial services team that thrives on collaboration, innovation, and continuous self-improvement. Our team works together like family – supporting each other, celebrating wins, and delivering exceptional service to our clients.
If you’re looking to join a firm where you can grow, have fun, and make a meaningful impact, we’d love to meet you.
The Opportunity :
We’re searching for a driven and knowledgeable Financial Advisor to join our growing team. This role is ideal for someone who loves problem-solving, relationship building, and creating customized financial strategies to help clients achieve their goals.
You’ll work closely with existing clients while helping to expand the firm by developing new relationships through outreach, referrals, and strategic marketing efforts.
What You’ll Do :
What We’re Looking For :
Why Join Us?
At our firm, growth isn’t just about numbers – it’s personal. We invest in our people and celebrate milestones together. Your success is our success.
This isn’t just another job – it’s a chance to build a career in an environment where your ideas matter, your work is valued, and you’re supported at every step.
Know someone who’d be a great fit? Feel free to share this with them!
Hiring #FinancialAdvisor #WealthManagement #FinanceJobs #CareerGrowth #SummitNJ
Salary : $70,000 - $110,000
