Financial Advisor

Job Description

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:

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• Prepare financial planning, asset allocation, and investment performance reports for client meetings
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• Handle client review meetings and presenting of new financial plans to clients
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• Attend client meetings and eventually run meetings on their own
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• Assist in the execution of client recommendations
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• Assist the Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
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Qualifications:

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• Bachelor’s degree or higher
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• FINRA series 7 and 66 highly required
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• Certified Financial Planner certification a plus
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• Experience with goals-based planning software (e.g. eMoney, MoneGuidePro)
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• Excellent interpersonal, communication, presentation, and listening skills
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• Ability to understand and explain sophisticated financial concepts and issues
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• Strong problem-solving skills
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• Detail-oriented, accurate, organized, able to set priorities, self-starter
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• Financial planning/wealth management acumen, judgment, and experience
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• Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry
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• Team player, collaborative, able to work with and through others
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• Desire/ability to work successfully in a small company environment
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• Proficiency with Word, Excel, and PowerPoint
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