Private Client Finance Advisor
1 month ago
A National Top-tier bank seeks Financial Advisors to join their Wealth Management Team in
Yardely/Trenton
Mercerville, NJ
Edison, NJ
Elizabeth, NJ
The FA will be given a book of business and a 125K guaranteed salary for 4 years. This is plenty of time to build a book of business to earn significantly more.
Requirements Must have:
Series 7 and 66 (65 and 63), Life Accident & Health licenses
CFP or CRC preferredBachelor's degree or equivalent work experience
5+ years industry experience
Benefits standard benefits
unlimited earnings potential
Requirements
Qualifications: Bachelor’s or master’s degree in Business or related field and CFA certification preferred Minimum of ten years’ experience in financial services industry with direct client responsibility Must have a strong working knowledge of investment consulting and high net worth wealth planning techniques Proven track record of consistent business development Must have a professional demeanor with the utmost respect for confidential matters Must be able to work independently and in a team environment Must have excellent written and verbal communication skills with strong interpersonal skills Must be detail oriented with excellent organizational skills Must have ability to multi-task Must have ability to work in a high stress, fast paced environment Must have strong work ethic with a positive attitude Working Conditions: Travel as business needs necessitate – approximately 50% Moderate periods of sitting utilizing a computer
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