Job Description
We are looking for a client-centered Financial Advisor to join a wealth management team in Parsippany, New Jersey. In this role, you will help individuals and families make informed financial decisions by contributing to personalized planning, investment guidance, and responsive ongoing service. This position offers the opportunity to partner with senior advisors while also managing select client relationships independently.
Responsibilities:
• Contribute to client appointments by helping guide discussions, documenting next steps, and ensuring timely follow-up on agreed actions.
• Support the creation of tailored financial plans by gathering relevant information, organizing recommendations, and assisting senior team members with plan development.
• Evaluate each client’s financial priorities, concerns, and long-term objectives to help shape practical wealth strategies.
• Work alongside outside professionals such as accountants and attorneys to align financial recommendations with broader client needs.
• Oversee pre-meeting and post-meeting communication, keeping clients informed and maintaining momentum on deliverables.
• Use planning tools and related software to input financial data, prepare analyses, and produce client-ready reports.
• Act as the lead advisor for less complex relationships, delivering thoughtful guidance and dependable service.
• Develop investment proposals by reviewing asset allocation options and preparing supporting portfolio guidance documents.
• Provide additional coverage for client questions related to advisory matters and investment decisions when other advisors are unavailable.
• Assist with written client outreach, including market commentary, educational updates, and other timely communications.• CFP designation is required.
• Active Series 7 license is required.
• Series 66, Series 65, and/or Series 63 licensing is strongly preferred.
• Bachelor’s degree in finance, accounting, economics, business, or a closely related discipline.
• Prior experience in wealth management, financial planning, investment advisory, or a similar financial services setting.
• Solid knowledge of planning principles, portfolio construction, and long-term wealth preservation strategies.
• Understanding of regulatory expectations, compliance standards, and detail-oriented practices within the advisory industry.
• Strong communication, analytical, organizational, and relationship-building skills with a high standard of confidentiality.
