Independent Financial Consultant

2 weeks ago


Trenton, New Jersey, United States Prestige IFA jobs Full time
Company Overview
Prestige 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 most rapidly expanding areas of the industry, providing opportunities for candidates to pursue the Series 65 and Series 7 FINRA certifications, along with Life Insurance qualifications.


Position Summary
This position is ideal for seasoned advisors with a background in independent financial consulting or wealth management, or for those aspiring to elevate their career trajectory.

The selected candidate will gain access to exclusive international and local financial solutions, enabling them to provide independent advice and service to their clientele.


Engaging directly with clients, you will assess and advise on medium to long-term financial goals.

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


Our Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams, who support them in 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 custom-built CRM system developed in-house by former Wealth Managers.

Candidate Profile
We seek individuals who demonstrate a strong interest in advancing their career in Financial Services.

Ideal candidates will be eager to learn, with all Wealth Managers expected to achieve a minimum of level 4 qualification.

We value high-quality professional communicators who are driven by success and targets.

Self-motivated individuals who aspire to be part of a reputable firm with a growing global presence are encouraged to apply.

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

We offer a competitive remuneration package with exceptional earning potential for top performers, along with regular incentives, including international conventions.

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

Important Note

This role is best suited for experienced candidates with existing assets under management (AUM) or a book of clients.

A minimum of three years of experience in the life insurance or wealth management sector is required. This position is not suitable for individuals from accounting, auditing, or financial management backgrounds. It is a client-facing, sales-oriented role focused on achieving targets. Please apply only if you possess the necessary wealth management experience.

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