Independent Financial Advisor

2 weeks ago


Trenton, New Jersey, United States Prestige IFA jobs Full time
About the Role
Our client is a leading independent financial advisory firm dedicated to protecting the financial well-being of its clients.


Founded by experienced financial professionals, this consultancy brings a unique and energetic approach that distinguishes it from others in the offshore advisory sector.


This is a rapidly expanding area of the business, 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 opportunity is ideal for individuals with prior experience as Independent Advisors or Wealth Managers, or those looking to advance their careers.

The successful candidate will gain access to exclusive international and local solutions to provide independent advice and service to clients.


In a client-facing role, you will assess and advise on medium to long-term financial goals.

The advice provided will be tailored to the client's nationality and location, covering areas such as Lump Sum Investing, 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 support their daily client interactions.


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

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

What We Value:
- A strong interest in developing a career in Financial Services
- A commitment to continuous learning, with all Wealth Managers striving to achieve a minimum of level 4 qualification
- Excellent professional communication skills
- A results-oriented and target-driven mindset
- Self-motivated individuals
- A desire to be part of a reputable firm with a growing global presence
- Fluency in English, proven sales capabilities, and an entrepreneurial spirit
- Competitive remuneration with outstanding earning potential for top performers, along with regular incentives, including international conventions.

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

Important Note:

This position is best suited for experienced candidates with CISI / CII qualifications and international advisory experience. A minimum of three years in the life insurance or wealth management sector is required.

This role is not suitable for those from accounting, auditing, or financial management backgrounds. It is a client-facing, sales-oriented position focused on achieving targets.

  • Trenton, New Jersey, United States Prestige IFA jobs Full time

    About the CompanyOur client is a globally recognized, independent financial advisory firm dedicated to ensuring the financial well-being of their clients.Founded by UK qualified financial professionals, this consultancy stands out in the offshore market with its innovative approach and vibrant energy.As one of the rapidly expanding sectors in the industry,...


  • Trenton, New Jersey, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations...


  • Trenton, New Jersey, United States Prestige IFA jobs Full time

    Company OverviewPrestige IFA jobs represents a leading independent financial advisory firm committed to protecting the financial well-being of its clients.Founded by experienced financial professionals, this firm distinguishes itself with a vibrant approach and a commitment to excellence in the offshore advisory sector.This role is situated in one of the...


  • Trenton, New Jersey, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations across...


  • Trenton, New Jersey, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Founded in 2018, Rockefeller Capital Management stands as a premier independent financial advisory firm. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has expanded its services to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and...


  • Trenton, New Jersey, United States Prestige IFA jobs Full time

    About the RoleOur 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...


  • Trenton, New Jersey, United States Citizens Financial Group, Inc. Full time

    Position Overview At Citizens Financial Group, we prioritize customized guidance, unique experiences, and innovative solutions to assist clients in navigating their financial journeys. In this position, you will enhance client relationships by collaborating with colleagues across various sectors, including banking, lending, and investment services, to help...


  • Trenton, New Jersey, United States CFA Institute Full time

    About the RoleAs a Financial Planning Specialist at CFA Institute, you will play a critical role in helping our clients achieve their financial goals. We are seeking a highly skilled and experienced professional to join our team and provide expert financial planning services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial...


  • Trenton, New Jersey, United States Prestige IFA jobs Full time

    About the CompanyOur client is a leading, independent financial advisory firm dedicated to ensuring the financial security of their clients.Founded by UK-qualified financial experts, this consultancy stands out in the offshore financial landscape with its innovative approach and vibrant energy.As one of the rapidly expanding sectors in the industry,...


  • Trenton, New Jersey, United States Goldman Sachs Bank AG Full time

    Job SummaryAs a Vice President of Financial Planning at Goldman Sachs Bank AG, you will play a critical role in providing proactive financial counseling and full-service implementation to high net worth individuals and corporate clients. Your expertise will be sought after to address the complexities of financial planning, investment management, and tax...


  • Trenton, New Jersey, United States Goldman Sachs Group, Inc. Full time

    OverviewThe AWM Mutual Fund Controllers team plays a crucial role in managing a variety of SEC registered investment entities, which include both open-end and closed-end mutual funds, as well as ETFs. These investment vehicles encompass a diverse range of strategies and products within a dynamic market environment. The team is tasked with overseeing the...


  • Trenton, New Jersey, United States Zenith Ventures Full time

    The Zenith Ventures is a forward-thinking, high-performing financial institution with a strong presence in the market. With a team of experienced professionals, we provide innovative financial solutions to our customers.We are seeking a full-time Private Customer Advisor (m/f/d) to join our team, starting as soon as possible.Your main responsibilities:You...


  • Trenton, New Jersey, United States Goldman Sachs Group, Inc. Full time

    OverviewThe AWM Mutual Fund Controllers team plays a pivotal role in managing a diverse portfolio of SEC registered investment entities, including both open-end and closed-end mutual funds, as well as ETFs. This team is tasked with the comprehensive oversight of accounting, finance, and treasury operations across a variety of strategies and products in a...


  • Trenton, New Jersey, United States Analytic Search Group Full time

    Position Overview:The IT Finance Specialist plays a crucial role in analyzing and managing the financial components of our technology division.The primary responsibility is to deliver accurate and insightful financial evaluations, budgeting, forecasting, and cost management for technology-related projects and initiatives.Key Responsibilities:Conduct...


  • Trenton, New Jersey, United States PrideStaff Financial Full time

    We are seeking a highly skilled Workers' Compensation Paralegal Specialist to join our team at PrideStaff Financial. As a Workers' Compensation Paralegal Specialist, you will play a critical role in supporting our clients in the management of workers' compensation claims.Key Responsibilities:Request authorization from employers and workers' compensation...


  • Trenton, New Jersey, United States PrideStaff Financial Full time

    We are seeking a highly skilled Workers' Compensation Paralegal Specialist to join our team at PrideStaff Financial. As a Workers' Compensation Paralegal Specialist, you will play a critical role in supporting our clients in the management of workers' compensation claims.Key Responsibilities:Request authorization from employers and workers' compensation...


  • Trenton, New Jersey, United States SkinSpirit Full time

    Company Overview:Celebrating two decades of excellence, SkinSpirit stands as a premier destination for aesthetic skincare and body treatments, boasting over 40 locations across the nation.Our team of highly skilled professionals is recognized for delivering personalized service that ensures safe, effective, and medically-proven treatments, leading to optimal...


  • Trenton, New Jersey, United States Zelis Full time

    Position OverviewUnder the general supervision of the Director of Accounting, the Senior Accountant will play a crucial role in supporting the Accounting team with the monthly closing processes and various accounting-related initiatives as required. The key responsibilities of this position include ensuring that revenue, expenses, and balance sheet...


  • Trenton, New Jersey, United States Sansar Tec Full time

    Company OverviewSansar Tec, LLC is a leading IT Services firm based in Haddon Heights, New Jersey. Our mission is to provide exceptional consulting services and talent solutions that empower our clients to achieve their goals. As a woman-owned enterprise, we are committed to fostering diversity and inclusion within our workforce.Position OverviewRole: Senior...


  • Trenton, New Jersey, United States Baker Tilly US, LLP Full time

    About the RoleBaker Tilly US, LLP is seeking a highly skilled Federal Tax Senior Manager to join our Commercial Services team. As a trusted business advisor, you will provide industry-focused tax advisory and compliance services to middle market clients.Key ResponsibilitiesDeliver federal tax compliance and consulting services to industry-specific...