Financial Advisor

Financial Advisor - New Jersey

About You - Required Qualifications

Education & Experience:

Bachelor's degree required (Finance, Economics, Business Administration, or related field preferred)
Minimum 2+ years of direct client-facing experience in professional services
Financial services industry experience strongly preferred, or relevant financial planning degree/certification
Demonstrated track record of building and maintaining client relationships

Professional Credentials & Licensing:

Clean regulatory record (U4/background check)
Series 65 license required within 120 days of employment (study support provided)
Advanced certifications preferred: CFP® (Certified Financial Planner), CFA (Chartered Financial Analyst), EA (Enrolled Agent), CPA (Certified Public Accountant), or PFS (Personal Financial Specialist)

Core Competencies:

Exceptional interpersonal and written communication skills with ability to explain complex financial concepts clearly
Strong analytical and problem-solving capabilities
Team-oriented mindset with collaborative approach to client service
Comprehensive knowledge of financial markets, investment products, insurance, tax planning, and estate planning concepts
Proficiency with financial planning software and technology platforms
Detail-oriented with strong organizational and time management skills

About Our Firm

We are a dynamic, growth-oriented multidisciplinary firm that combines the expertise of financial advisors, tax professionals, and legal counsel under one roof. Our integrated approach allows us to deliver comprehensive wealth management solutions that address every aspect of our clients' financial lives.
Our Culture:

Technology-forward firm that embraces innovation and efficiency
Strong emphasis on effective communication across all stakeholders
Collaborative environment that values continuous learning and professional development
Commitment to serving clients globally while maintaining strong local community ties

Location: Based in Plainsboro, New Jersey, with hybrid work opportunities available after initial training period

Position Overview - Essential Duties & Responsibilities

Client Relationship Management:

Serve as primary day-to-day contact for assigned client relationships, ensuring exceptional service delivery
Lead independent client meetings both in-person and virtually via video conferencing
Conduct comprehensive client discovery sessions to understand goals, risk tolerance, and financial situations
Maintain detailed client communication records within our CRM platform
Collaborate with internal departments to coordinate multi-disciplinary service delivery
Some travel may be required for client meetings and business development activities

Financial Planning & Analysis:

Develop mastery of the firm's investment philosophy and understand full range of available investment solutions
Create, analyze, and present comprehensive financial plans using industry-leading software including eMoney, Nitrogen, MoneyGuide Pro, Orion, and Holistiplan
Design personalized Investment Policy Statements tailored to each client's unique circumstances
Develop holistic investment strategies that align with clients' long-term objectives
Determine optimal asset allocation based on thorough analysis of client needs, risk tolerance, and capacity

Portfolio Management Support:

Partner with Portfolio Management team to implement investment recommendations
Gain fundamental understanding of trading operations and execution
Assist with portfolio rebalancing, tax-loss harvesting, and other portfolio optimization strategies
Monitor portfolio performance and communicate results to clients

Operational Excellence:

Participate in client billing reviews and collaborate with billing department to ensure accurate fee calculation and collection
Support retirement plan servicing for corporate clients
Serve as liaison between advisory clients and various service departments
Engage actively in firm's strategic planning initiatives and business development efforts
Contribute to continuous improvement of client service processes and procedures

Professional Development:

Stay current with industry trends, regulations, and best practices
Participate in ongoing training and professional development opportunities
Work toward advanced certifications and continuing education requirements
Serve as resource and mentor for other team members

What We Offer

Compensation & Benefits:

Competitive full-time salary commensurate with experience
Performance-based incentive compensation structure
Comprehensive health insurance benefits package
401(k) retirement plan with company matching
Professional development and continuing education support
Series 65 licensing exam preparation and costs covered

Work Environment:

Initial in-office training period with hybrid opportunities after successful onboarding
Modern office environment with cutting-edge technology and planning tools
Collaborative team culture with opportunities for growth and advancement
Exposure to high-net-worth clients and complex financial planning scenarios

This position offers an exceptional opportunity for a motivated financial services professional to advance their career within a growing, innovative firm while making a meaningful impact on clients' financial well-being.