Financial Advisor

Job description

Location: Multiple Office Locations (New York, New Jersey, Pennsylvania, and Florida)
Compensation: $100,000$150,000+ annually (based on experience, client portfolio, and production)

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.

• Develop comprehensive, fee-based financial plans tailored to clients' personal and financial goals


• Provide investment advisory services, including portfolio analysis, asset allocation, and investment recommendations


• Assist with portfolio management, including trading and portfolio rebalancing


• Meet with clients individually and collaboratively with other advisors to review financial strategies and investment performance


• Respond to client inquiries and provide ongoing financial planning support throughout the year


• Build long-term client relationships through exceptional service and proactive communication


• Contribute to business development by acquiring new clients and retaining existing relationships


• Stay current on industry trends, financial products, and regulatory requirements

• Bachelor's degree in Finance, Business, Economics, or a related field


• Minimum of 4 years of experience as a Financial Advisor, Financial Planner, or Wealth Advisor


• Strong knowledge of financial planning, investment management, retirement planning, and wealth management


• Series 65 license (or ability to obtain if required)


• Insurance license or ability to maintain appropriate licensing


• Excellent analytical, organizational, communication, and interpersonal skills


• Strong computer proficiency and experience with financial planning software


• Self-motivated with a strong commitment to delivering exceptional client service

• Certified Financial Planner (CFP) designation or other relevant professional credential


• Experience working with high-net-worth individuals, families, and business owners


• Established client relationships or transferable book of business


• Experience with fee-based financial planning and investment advisory services

Successful candidates typically have:

• A proven track record of building and maintaining long-term client relationships


• Strong business development and client retention skills


• Experience creating personalized financial plans and investment strategies


• Excellent communication and presentation abilities


• An entrepreneurial mindset with a passion for helping clients achieve financial success

• Full-time


• Flexible work environment designed to support work-life balance


• Multiple office locations available throughout New York, New Jersey, Pennsylvania, and Florida

• Base compensation typically ranges from $100,000 to $150,000+ annually


• Higher earning potential based on experience, production, and existing client portfolio


• Performance-based bonus opportunities


• New business and employee referral incentives

• Competitive compensation package


• Performance and referral bonus opportunities


• Anniversary bonus


• Flexible work environment


• Open Paid Time Off (PTO) policy


• Medical, dental, and vision insurance


• 401(k) with company match and profit-sharing


• Company-paid life insurance


• Short-term and long-term disability insurance


• Accidental and critical illness insurance


• Paid holidays


• Tuition reimbursement


• Annual performance reviews


• Long-term career growth opportunities within a collaborative advisory firm