Monster
 

Confidential Posting

 
 
 

Job Summary

Location
West Caldwell, NJ 07006
Industries
Financial Services
Job Type
Full Time
Employee
Years of Experience
2+ to 5 Years

Financial Advisor

About the Job

 


 


Growth opportunity for experienced Financial Advisor


 


 


One of New Jersey's most successful independent Investment Advisory firms is seeking an additional Financial Advisor.This individual will be working with some of the firms existing clients, while continuing to grow their own practice within our firm. By leveraging one's financial planning an interpersonal skills, as our firm continues to grow there is a substantial income opportunity as we acquire additional High Net Worth clientele.


 


The ideal candidate must have their financial planning designation(CFP, ChFC, or CLU) at least three years experience working with high net worth clients.This individual must also have the series 65 or 66 license for Registered Investment Advisor as well as a series 6 or 7, & 63. Life & Health licenses are not required but definitely a PLUS.


 


You must be comfortable working with investment portfolios exceeding $1m and the complexities of Estates exceeding $3.5m.


 


Other criteria such as MBA, JD, and LLM will also be considered.


 


WE OFFER


 


 


* Commission & Advisory fee payouts that exceed most large firms.


* Benefits that equal or exceed most Fortune 500 companies.


* Challenging, dynamic work environment.


* Firm driven marketing opportunities.


 


Equal Opportunity Employer (EOE) (M/F/D/V)

 
 

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