What are the responsibilities and job description for the Wealth Management Advisor position at CrestPoint Talent?
Company Description
CrestPoint Talent is a strategic recruiting and advisory placement firm specializing in connecting experienced financial professionals with growth opportunities in wealth advisory, investment management, and financial services. Founded on deep industry knowledge and a relationship-driven approach, CrestPoint Talent bridges the gap between top-tier talent and leading investment firms. By focusing on targeted, consultative recruitment practices, the company identifies professionals with a proven track record and leadership potential to foster long-term success. CrestPoint Talent partners closely with RIAs, broker-dealers, and alternative investment platforms to help expand assets under management and strengthen client relationships.
Role Description
The Wealth Management Advisor role is a full-time on-site position located in Jersey City, NJ. The advisor will provide comprehensive wealth management services to clients, including financial planning, retirement planning, and investment portfolio strategizing. Key responsibilities include developing tailored financial solutions, managing client relationships, monitoring market trends, and ensuring clients' financial goals are achieved. Additionally, the advisor will collaborate with internal teams and stakeholders to deliver exceptional client experiences and drive asset management growth.
Qualifications
- Expertise in Financial Planning, Retirement Planning, and personalized wealth strategies
- Strong knowledge of Investments and Wealth Management Services
- Proficiency in Finance concepts and tools to drive tailored client solutions
- Exceptional interpersonal, communication, and client relationship management skills
- Proven ability to develop and implement strategies to achieve clients’ financial goals
- Series 7, 63/65 or 66, and state insurance licenses, or ability to obtain these licenses
- Bachelor’s degree in Finance, Economics, Business, or related field preferred
- Experience working within investment firms, RIAs, wealth management platforms, or capital markets is a plus