What are the responsibilities and job description for the Wealth Management Advisor position at Northeast Private Client Group?
Company Description
Northeast Private Client Group is a boutique financial services advisory firm with a focus on delivering excellence to entrepreneurs and professionals to build real wealth, often multigenerational wealth. The firm values careful listening and active engagement to help clients achieve financial balance.
This is a full-time on-site role in Florham Park, NJ for a Wealth Management Advisor at Northeast Private Client Group. The Wealth Management Advisor will be responsible for providing financial planning, retirement planning, investment advice, and wealth management services to clients on a day-to-day basis.
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Wealth Management Services expertise
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work well in a team and with clients
- Bachelor's degree in Finance, Economics, Business, or related field
