Wealth Management Advisor
2 months ago
Company Description
Northeast Private Client Group is a boutique financial services advisory firm located in Roseland, NJ. We are key business strategists and critical thinkers, serving entrepreneurs and professionals to build real wealth, including multigenerational wealth. Our business is founded on the principle of careful listening and active engagement to help our clients achieve financial balance.
Role Description
This is a full-time Wealth Management Advisor role at Northeast Private Client Group. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and wealth management services to clients. This is a hybrid role, with the primary location being in Roseland, NJ, but with flexibility for some remote work.
Qualifications
- MUST have a current book of business
- Strong knowledge and experience in financial planning, retirement planning, and investments
- Must be fully licensed and have a book of business
- Expertise in finance and wealth management services
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to build and maintain client relationships
- Detail-oriented and highly organized
- Relevant certifications (e.g., CFP, CFA) are a plus
- Bachelor's degree in Finance, Economics, Business, or related field
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