Senior Wealth Advisor

Position : Senior Wealth Advisor Location : Clinton, NJ 08809 Compensation : $125,000 - $140,000 The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit team that works collaboratively to bring our values to life each day : hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our offices are committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know they are receiving our utmost attention. Being their advocate is the highest honor for us! We are excited to have an opportunity to welcome a new Senior Wealth Advisor to our team! This is an amazing opportunity to manage an office with an established book of clients. If you love solving problems, we would love to hear from you! We enjoy sharing what we have learned over the years while embracing the unique points of view that new teammates bring to the table. The attributes that we look for in teammates include :

• Insistent attention to detail and follow-through
• Team player
• Self-management
• Commitment to exceeding client expectations
• Careful listening skills
• Client-first mentality
• High ethical standards
• Consistently providing high-quality work
• Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
• Flexibility and openness to work on varied assignments with people across the firm
• Ability to learn quickly and improve upon established processes
• Strong communication and interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
• Drive with a desire to be a long-term contributing member of the team
• Growth-oriented : holding a long view of the opportunities presented by the firm and the industry overall Get in touch today so that we can get to know you! You will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams. Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with a senior advisor to tackle complex financial, estate, and tax planning situations and deliver an experience to clients that is second to none. Interested in more details? As a Senior Wealth Advisor , you can expect to :
• Prepare for and attend client meetings, take notes, complete follow-up, and  correspond with clients
• Participate and listen carefully in client and planning meetings and translate the discussions into a strategy for data collection and analysis to help drive financial planning efforts; calculate projections
• Continuously stay in relationship with clients and understand their unique circumstances, connections, talents, interests, etc.
• Create personal financial statements and conduct monthly / quarterly / ad hoc client reporting
• Complete accurate financial plans in MoneyGuidePro; input updated values into appropriate planning software
• Perform complex analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, cash flow planning, asset allocation, asset protection, etc.
• Attract new clients to the firm
• Lead a team and manage the responsibilities and performance within the team
• Research new products and services that will enhance client relationships or fulfill clients’ short- and long-term financial needs
• Place trades through our broker / dealer’s trading platform The ideal candidate will demonstrate entrepreneurial drive and focus on growth and the ability to ensure a continuous high-quality experience for clients. Qualifications for this role include :
• Bachelor’s degree in a related discipline
• Proficiency with computer software, including the Microsoft Office Suite (Excel and Word), MoneyGuidePro®, CRM and Riskalyze
• Series 7 and 66 (or 63 and 65) required
• CFP® or willingness to enroll in the CFP® certification program required
• Minimum of five years of experience as a service advisor in the financial services industry; experience working with NFS processes and forms a plus
• Strong understanding of financial planning concepts and terminology
• Exposure to estate planning issues
• Knowledge of mutual fund, stock, bond, insurance, and annuity products
• Knowledge of third-party asset management systems, including how they work, their benefits and their drawbacks
• Excellent people skills and ability to establish rapport with clients and coworkers We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we o ff er and see if it might be an attractive fi t for both of us and you. We look forward to meeting you!   Powered by JazzHR

Salary : $125,000 - $140,000