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:
Compensation Package:
License/Certification:
Ability to Relocate:
Work Location: Hybrid remote in Roseland, NJ 07068