Financial Planner

Senior Financial Advisor / Wealth PlannerSenior Advisors are responsible for managing the entire client experience, including:Conducting discovery and planning meetingsPresenting recommendations and planning solutionsImplementing advisory and insurance strategiesManaging ongoing client relationshipsIdentifying additional planning opportunitiesServing as the primary trusted advisor to clients and their familiesWe are seeking accomplished advisors who have already built successful careers and are looking for a platform that allows them to accelerate growth without the burden of constant prospecting.10+ years of experience as a Financial Advisor, Wealth Advisor, Retirement Planner, or Financial PlannerDemonstrated success serving retirement-focused and high-net-worth clientsProven track record of business development, client retention, and revenue generationStrong consultative sales and relationship-management skillsAbility to convert qualified opportunities into long-term client relationshipsExceptional presentation and communication skillsActive Series 65 or Series 66 and Series 7 preferredAbility to work onsite and meet with clients throughout New JerseyIdeal Background Candidates may have previously or currently work at:Independent RIAsWirehousesRegional brokerage firmsInsurance-based advisory practicesIndependent financial planning firmsThank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, we encourage you to continue visiting our website for other roles that may be a good fit.