Independent Financial Consultant

2 weeks ago


Trenton, New Jersey, United States Prestige IFA jobs Full time
About the Role
Our client is a globally recognized, independent financial advisory firm dedicated to ensuring the financial security of their clients.


Established by qualified financial professionals from the UK, this consultancy provides a unique approach characterized by a vibrant energy that distinguishes it from competitors in the offshore sector.


This region is rapidly expanding, and candidates will be encouraged to pursue the Series 65 and Series 7 FINRA certifications, along with obtaining their Life Insurance qualification.


Position Overview
This role is ideal for experienced advisors or wealth managers seeking to advance their careers.

The selected candidate will gain access to exclusive international and local financial solutions, enabling them to independently advise and support their clients.


In a client-facing capacity, you will assess and provide guidance on medium to long-term financial goals.

The advice offered will be tailored to the client's nationality and location, covering areas such as Lump Sum Investments, Retirement Planning, Education Funding, Life Insurance, and Estate & Inheritance Tax Planning.


Our client's Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate their daily client interactions.


Each team member is held to high standards and receives ongoing training to ensure compliance with both personal and organizational expectations.

You will also have access to a bespoke CRM system developed in-house by previous Wealth Managers.

Candidate Attributes
Our client values individuals who demonstrate:
  • A strong interest in developing a career in Financial Services
  • A willingness to learn, with all Wealth Managers expected to achieve a minimum of level 4 qualification
  • Exceptional professional communication skills
  • A drive for success and achievement of targets
  • Self-motivation and positivity
  • A desire to be part of a reputable firm with a growing global presence

Fluency in English, proven sales capabilities, and an entrepreneurial mindset are essential.

Competitive remuneration is offered, with outstanding earnings potential for top performers, alongside regular incentives including international conventions.

There is also the potential for involvement in aggressive expansion plans and the opening of new offices worldwide.

Important Note

This position is best suited for experienced candidates with CISI/CII qualifications and international advisory backgrounds. A minimum of three years of experience in the life insurance or wealth management sector is required. This role is client-facing and sales-oriented; candidates from accounting, auditing, or financial management backgrounds are not suitable. Please only consider this opportunity if you possess the necessary wealth management experience.



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