Overview

Location: Multiple Office Locations (New York, New Jersey, Pennsylvania, and Florida)Compensation: $100,000$150,000+ annually (based on experience, client portfolio, and production) Role Summary Our client, a well-established wealth management and financial advisory firm, is seeking an experienced Financial Advisor to provide comprehensive financial planning and investment advisory services to individuals, families, business owners, and high-net-worth clients.This role is ideal for a relationship-driven financial professional who enjoys helping clients achieve their long-term financial goals while contributing to the continued growth of a collaborative advisory practice. Key Responsibilities Develop comprehensive, fee-based financial plans tailored to clients' personal and financial goalsProvide investment advisory services, including portfolio analysis, asset allocation, and investment recommendationsAssist with portfolio management, including trading and portfolio rebalancingMeet with clients individually and collaboratively with other advisors to review financial strategies and investment performanceRespond to client inquiries and provide ongoing financial planning support throughout the yearBuild long-term client relationships through exceptional service and proactive communicationContribute to business development by acquiring new clients and retaining existing relationshipsStay current on industry trends, financial products, and regulatory requirements Required Qualifications Bachelor's degree in Finance, Business, Economics, or a related fieldMinimum of 4 years of experience as a Financial Advisor, Financial Planner, or Wealth AdvisorStrong knowledge of financial planning, investment management, retirement planning, and wealth managementSeries 65 license (or ability to obtain if required)Insurance license or ability to maintain appropriate licensingExcellent analytical, organizational, communication, and interpersonal skillsStrong computer proficiency and experience with financial planning softwareSelf-motivated with a strong commitment to delivering exceptional client service Preferred Qualifications Certified Financial Planner (CFP) designation or other relevant professional credentialExperience working with high-net-worth individuals, families, and business ownersEstablished client relationships or transferable book of businessExperience with fee-based financial planning and investment advisory services Ideal Candidate Profile Successful candidates typically have:A proven track record of building and maintaining long-term client relationshipsStrong business development and client retention skillsExperience creating personalized financial plans and investment strategiesExcellent communication and presentation abilitiesAn entrepreneurial mindset with a passion for helping clients achieve financial success Schedule Full-timeFlexible work environment designed to support work-life balanceMultiple office locations available throughout New York, New Jersey, Pennsylvania, and Florida Compensation Base compensation typically ranges from $100,000 to $150,000+ annuallyHigher earning potential based on experience, production, and existing client portfolioPerformance-based bonus opportunitiesNew business and employee referral incentives Benefits Competitive compensation packagePerformance and referral bonus opportunitiesAnniversary bonusFlexible work environmentOpen Paid Time Off (PTO) policyMedical, dental, and vision insurance401(k) with company match and profit-sharingCompany-paid life insuranceShort-term and long-term disability insuranceAccidental and critical illness insurancePaid holidaysTuition reimbursementAnnual performance reviewsLong-term career growth opportunities within a collaborative advisory firm