Financial Advisor

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 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

Required Qualifications

• 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

Preferred Qualifications

• 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

Ideal Candidate Profile

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

Schedule

• Full-time
• Flexible work environment designed to support work-life balance
• Multiple office locations available throughout New York, New Jersey, Pennsylvania, and Florida

Compensation

• 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

Benefits

• 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