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Wealth Advisor
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Livingston, New Jersey - United States
JOB DESCRIPTION

Job #: 29753
Title: Wealth Advisor
Job Location: Livingston, New Jersey - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Bonus
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Diversity is valued at the firm

Competitive compensation package including significant base salary, performance-based bonuses, business development incentives and excellent benefits

Long-term opportunity for ownership and equity

JOB DESCRIPTION

Well established, Fee-only, Independent RIA in Essex County, New Jersey seeks an experienced Wealth Advisor committed to financial life planning services for high net worth clientele. Diversity is valued at the firm.

Highlights

  • Advise clients through providing guidance on strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory
  • Manage relationships with existing clientele as well as source new
  • prospective wealthy individuals and families from networking, centers of influence and referrals from existing clientele
  • Collaborative, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
QUALIFICATIONS

Requirements

  • Must have the ability to independently source new clientele from networking and through developing outside trusted centers of influence such as attorneys and accountants
  • Portable book of business not required

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 

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