Financial Advisor

4 weeks ago


Jersey City, New Jersey, United States Keller Executive Search Full time

We are seeking a licensed and experienced Financial Advisor to join our team at Keller Executive Search. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to high net worth individuals. The ideal candidate will have a proven track record of success in financial planning and investment management, with a focus on creating unique portfolios made up of stocks and bonds.

Key Responsibilities:

  • Analyze financial information and provide recommendations to clients
  • Develop and implement financial plans tailored to individual client needs
  • Manage investment portfolios and provide ongoing advice and guidance to clients
  • Build and maintain strong relationships with clients and colleagues

Requirements:

  • Licenses and certifications in financial planning and investment management
  • Proven experience in financial planning and investment management
  • Strong analytical and communication skills
  • Ability to work independently and as part of a team

We are an equal opportunity employer and welcome applications from qualified candidates. If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application.

Equal Employment Opportunity Statement:

Both Keller Executive Search and our clients are Equal Opportunity Employers. Qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity:

Keller Executive Search and our clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations:

Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals.

Compliance with Laws:

Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment.

Workplace Harassment:

Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.



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