Experienced Financial Advisor

Laurel Oak Wealth Management is an independent, fiduciary wealth advisory firm based in Marlton, New Jersey, specializing in comprehensive financial planning, investment management, and retirement strategies. Our team serves individuals, families, and businesses with tailored advice that reflects each client's unique goals and circumstances. With over 100 combined years of experience, our advisors and managing partners prioritize long-term relationships, high-quality client service, and responsible financial guidance. Laurel Oak is an SEC-registered investment advisor, and client assets are held in custody at Goldman Sachs. Role Description The Experienced Financial Advisor is a full-time, on-site role based in Marlton, NJ. This role provides comprehensive financial planning and investment advisory services, including assessing client needs, developing personalized financial strategies, and recommending appropriate investment and retirement solutions. Day-to-day activities include meeting with clients, reviewing portfolios, conducting financial analyses, preparing and presenting financial plans, and monitoring market conditions to adjust strategies as needed. The advisor collaborates with the broader team to ensure consistent client care, maintains accurate documentation, adheres to regulatory requirements, and actively participates in business development through referrals and ongoing client relationship management. Qualifications Demonstrated experience in wealth management or financial services, with a commitment to ethical, client-centric advice. Exceptional verbal and written communication skills, with the ability to build trust and establish meaningful relationships with prospective clients, centers of influence, and existing clients. Demonstrated ability to develop new client relationships. Candidates should be comfortable initiating conversations, identifying financial planning and investment needs, clearly communicating the value of our services, and turning those relationships into new client opportunities. Solid knowledge of finance and investments to analyze portfolios, evaluate market trends, and make informed recommendations. Expertise in retirement planning to design and implement long-term strategies that support clients' income and lifestyle goals. Ability to work collaboratively within a team, manage multiple client relationships, and maintain compliance with industry regulations and firm policies. #J-18808-Ljbffr Laurel Oak Wealth Management