2 Jobs in Roseland, NJ
Northeast Private Client Group is Hiring a Wealth Management Advisor Near Roseland, NJ
Company Description
Northeast Private Client Group is a boutique financial services advisory firm located in Roseland, NJ. We are key business strategists and critical thinkers, serving entrepreneurs and professionals to build real wealth, including multigenerational wealth. Our business is founded on the principle of careful listening and active engagement to help our clients achieve financial balance.
Role Description
This is a full-time Wealth Management Advisor role at Northeast Private Client Group. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and wealth management services to clients. This is a hybrid role, with the primary location being in Roseland, NJ, but with flexibility for some remote work.
Qualifications
- MUST have a current book of business
- Strong knowledge and experience in financial planning, retirement planning, and investments
- Must be fully licensed and have a book of business
- Expertise in finance and wealth management services
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to build and maintain client relationships
- Detail-oriented and highly organized
- Relevant certifications (e.g., CFP, CFA) are a plus
- Bachelor's degree in Finance, Economics, Business, or related field
Job Summary
Full Time
$78k-117k (estimate)
06/10/2024
10/21/2024
northeastpcg.com
Shelton, CT
<25
Related Companies
The job skills required for Wealth Management Advisor include Wealth Management, Planning, Financial Services, Financial Planning, Client Relationship, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Advisor positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor. You can explore the career advancement for a Wealth Management Advisor below and select your interested title to get hiring information.
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