Senior Financial Advisor Avior Executive Search, Inc Princeton, NJ

4 weeks ago


Princeton, United States C-Screens Ltd Full time

6 - 10 years Princeton, NJ Full-time Hybrid 1 week ago Senior Financial Advisor Avior Executive Search, Inc 6 - 10 years Princeton, NJ Full-time Hybrid 1 week ago About the role Senior Financial Advisor-RETAINED SEARCH (REMOTE,HYBRID OR IN-PERSON) Avior Executive Search has been retained by a boutique dynamic RIA based in the prestigious Carnegie Center of Princeton. Our client has over 30 years of wealth management expertise and looking for a Sr. Financial Advisor to become part of the team. The ideal candidate will be looking for a career changing opportunity. The right individual will be entrepreneurial and have a strong understanding of financial markets with an established and portable portfolio of clients with a T-12 of at least 200K and above. Along with the ability to build relationships with clients and provide them with sound financial advice. The primary responsibilities of this role include: Providing financial advice to clients on a variety of topics, including retirement planning, 401K, investment management, and estate planning Developing and implementing financial plans for clients Managing client portfolios and providing ongoing investment advice Building and maintaining relationships with clients To be successful in this role, you will need to have: Fee based business with a minimum T-12 of 200K and above. Series 65 required, Life & health is preferred. At least 5 years of experience in the financial services industry Strong communication and interpersonal skills The ability to work independently and as part of a team. Our client offers a competitive payout and benefits package, including a generous commission structure & vesting plan. Our client offers a truly great work environment with a team of talented and dedicated professionals. Please contact Alan Goldstein for more information Skills SALES BUSINESS DEVELOPMENT FINANCE FINANCIAL SERVICES INVESTMENT ADVICE #J-18808-Ljbffr



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