Wealth Advisor

Glades Talent

Wealth Advisor

Roseland, NJ +2 locations
Full Time
Paid
  • Responsibilities

    Job description

    Job Summary:

    We are seeking a knowledgeable and experienced Senior Advisor to join our team. The ideal candidate will have expertise in securities law, technical accounting, financial planning, and customer relationship management within the financial services industry.

    Responsibilities:

    \- Provide expert financial advice and guidance to clients on investment management, wealth management, and asset management strategies.
    \- Conduct in-depth research on market trends, investment opportunities, and financial products.
    \- Develop personalized financial plans tailored to clients' goals and risk tolerance.
    \- Maintain strong customer relationships through effective communication and regular portfolio reviews.
    \- Stay updated on regulatory changes and compliance requirements in securities law and corporate accounting.

    Experience:

    \- Bachelor's degree in Finance, Accounting, Economics, or related field; Master's degree preferred.

    \- Established book of business as primary Advisor.
    \- Strong knowledge of securities law, technical accounting principles, and corporate finance.
    \- Proven track record in customer relationship management and delivering comprehensive financial solutions.
    \- Excellent analytical skills with the ability to interpret complex financial data.

    If you are a seasoned professional with a passion for providing top-tier financial advice and possess expertise in securities law, technical accounting, and customer relationship management, we invite you to apply for the Senior Advisor position with us.

    Job Type: Full-time

    Pay: $160,000.00 - $300,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Compensation Package:

    • Bonus opportunities
    • Commission only
    • Commission pay

    License/Certification:

    • CFP (Preferred)
    • Series 7 (Preferred)
    • Series 65 (Preferred)

    Ability to Relocate:

    • Roseland, NJ 07068: Relocate before starting work (Required)

    Work Location: Hybrid remote in Roseland, NJ 07068

  • Locations
    Miami, FL • Sarasota, FL • Roseland, NJ