Senior Financial Advisor

UHNW Wealth Management Firm in Northern New Jersey seeksa highly experienced Senior Financial Advisor with a minimum of 10 years in the financial services industry, particularly in private banking. The ideal candidate will have a deep understanding of investment management and trust services, with the ability to manage client assets ranging from $1 million to $10 million. Key Responsibilities: Develop and maintain strong relationships with clients, providing personalized financial advice and solutions tailored to their individual needs. Offer comprehensive investment management services, including portfolio analysis, risk assessment, and strategic asset allocation. Provide trust and estate planning services, guiding clients through the complexities of wealth transfer and tax optimization. Maintain a thorough understanding of market trends and investment products to deliver informed advice without pushing specific products. Collaborate with internal teams and external partners to ensure a holistic approach to client financial planning. Stay compliant with regulatory requirements and adhere to industry best practices. Qualifications: Minimum of 10 years of experience in financial advisory or private banking. Proven track record of managing client relationships and delivering exceptional client service. Strong knowledge of investment management, trust services, and estate planning. Excellent communication and interpersonal skills, with the ability to convey complex financial concepts in an understandable manner. Relevant certifications (e.g., CFP, CFA, or equivalent) are preferred. If you are a seasoned financial advisor looking for an opportunity to grow your practice in a supportive environment, we encourage you to apply.

Created: 2024-11-08