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TalentWealth · Bedminster, New Jersey
At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Bedminster, NJ is a well-established $300MM+ AUM independent practice in need of an experienced Financial Advisor to join their team.
This is a unique opportunity as the role will focus on relationship management and financial plan discussions with already established relationships and offers a competitive base salary plus bonus full benefits, profit share, 401k w/ match, and PTO.
Essential Duties and Responsibilities:
Prepare financial planning, asset allocation, and investment performance reports for client meetings
Handle client review meetings and presenting of new financial plans to clients
Attend client meetings and eventually run meetings on their own
Assist in the execution of client recommendations
Bachelor’s degree or higher
FINRA series 7 and 66 highly required
Certified Financial Planner certification a plus
Ability to understand and explain sophisticated financial concepts and issues
Detail-oriented, accurate, organized, able to set priorities, self-starter
Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry
Team player, collaborative, able to work with and through others
Desire/ability to work successfully in a small company environment
Proficiency with Word, Excel, and PowerPoint
Details
| Company | TalentWealth |
| Location | Bedminster, New Jersey |
| Type | FULL TIME |
| Niche | Full-time |