Talent.com
FINANCIAL ADVISOR
FINANCIAL ADVISORJamie Grayem • Englewood, NJ, United States
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie Grayem • Englewood, NJ, United States
17 days ago
Job type
  • Full-time
Job description

FINANCIAL ADVISOR

Status : Full-Time

Base Salary + Team Based Production Bonus + Full Benefits + Industry Leading Career Advancement Opportunities + Support

Executive Summary

We are seeking a highly motivated, licensed, and client-focused Financial Advisor to join our established practice. This is a unique opportunity to leverage a robust internal referral network and comprehensive business support to build a thriving practice. You will be responsible for providing holistic financial guidance to affluent and high-net-worth clients, specializing in investment management, retirement planning, and complex wealth strategies. If you are a self-starter with a proven track record of exceeding sales goals and a passion for deep regulatory due diligence, we want to hear from you.

Compensation & Benefits

  • Competitive Base Salary : $75,000 - $150,000
  • Bonus Structure : Lucrative Quarterly Production Bonus based on client acquisition and asset management performance.
  • Comprehensive Benefits Package : Full medical, dental, and vision coverage, 401(k) matching, paid time off, and more.

Key Responsibilities

Client Relationship Management & Advisory

  • Develop, maintain, and deepen relationships with a book of affluent and high-net-worth clients by providing superior financial planning and advisory services.
  • Conduct in-depth analysis of clients' financial situations, goals, risk tolerance, and timelines to create personalized, goal-based financial plans.
  • Present and implement strategic investment recommendations, covering a wide array of products including equities, fixed income, mutual funds, annuities, and insurance solutions.
  • Serve as the primary point of contact, coordinating with partners who are specialists in complex areas such as estate planning, tax strategies, and trusts.
  • Lead Generation & Business Development : Actively participate in promoting and partnering on lead generation activities, leveraging both firm-provided resources and personal networks to acquire new clients.

    • Compliance & Operational Excellence

  • Execute all daily activities and long-term client strategies with meticulous thoroughness, ensuring full adherence to all relevant regulatory requirements and internal compliance protocols.
  • Maintain and manage client accounts, investment paperwork, and communication records accurately and efficiently in a fast-paced environment.
  • Prioritize tasks, manage goals, and navigate complex regulations to ensure a compliant and productive practice.
  • SAFE Act Compliance : This position requires registration with the federal registry system pursuant to the SAFE Act. Employees must submit to the required background check and remain in good standing. Failure to obtain and / or maintain SAFE Act registration will result in immediate termination.

    • What We Provide

    We are committed to empowering our advisors with the resources needed to succeed at the highest level :

  • Dedicated Referral Network : A strong, established referral pipeline from across the business to accelerate opportunities for affluent and high net worth client acquisition.
  • Marketing Support : Sophisticated marketing strategies and resources to help you reach wider audiences and increase your appeal.
  • Professional Development : Ongoing education, training, and resources to deepen your skills, adapt to industry changes, and optimize your practice.
  • Career Growth : Potential opportunities for professional advancement and leadership roles.
  • Thought Leadership : Opportunities for leadership and influence, including leading client seminars and presenting at professional conferences.

    • Qualifications and Skills

    Required Credentials & Experience (Must Have)

  • Licensing : Currently holds an active Series 7 license and either the Series 66 license or the combination of Series 63 and Series 65 licenses.
  • Experience :

    • Minimum of two (2) years of experience working in the financial service industry and / or a high-performance sales environment where goals were consistently met or exceeded.

  • Must include at least one (1) year of experience specifically within the investments industry, demonstrating in-depth knowledge of investment products, services, and training.

    • Required Behavioral & Core Skills

  • Self-Management : A highly autonomous, self-starter who efficiently manages time, capacity, and goal setting.
  • Client Engagement : Communicates effectively and confidently, building and nurturing strong, trust-based relationships with all clients.
  • Adaptability : Enjoys continuous learning, adapts quickly to new information, and is committed to finding the best solutions for clients.
  • Execution : Proven ability to manage complex tasks, prioritize effectively, and execute strategies in a demanding and fast-paced environment.
  • Collaboration : Collaborates effectively with internal teams and external partners to ensure seamless client service.

    • Desired (Preferred) Skills & Education

  • Education : A Bachelor's degree, preferably in a business-related field (Finance, Economics, Accounting, etc.).
  • Designations : Achieved or actively pursuing additional professional designations such as Certified Financial Planner (CFP®) and / or Chartered Retirement Planning Counselor (CRPC®) .
  • Additional Licensing : Obtained state-specific insurance licenses (Life, Health, Accident).
  • Technology Proficiency : Strong computer skills and familiarity with CRM and wealth management platforms.
  • Lead Generation : Proven ability and experience in balancing investment management, active sales activities, and new client development.
    • Create a job alert for this search

    Financial Advisor • Englewood, NJ, United States

    Related jobs
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 10018 New York, NY, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
    Last updated: 30+ days ago • Promoted
    Financial Wealth Advisor - Greater Washington, DC / Northern VA

    Financial Wealth Advisor - Greater Washington, DC / Northern VA

    Corebridge Financial • Staten Island, NY, US
    Full-time
    At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Show more
    Last updated: 22 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Paramus, NJ, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 17 days ago • Promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Ameriprise Financial • Paramus, NJ, United States
    Full-time
    Associate Financial Advisor – Munn & Associates.Monday–Thursday 9 : 00 AM–5 : 00 PM, Friday 9 : 00 AM–4 : 00 PM.Are you a seasoned financial professional with a passion for client relationships and a desir...Show more
    Last updated: 6 days ago • Promoted
    Sr Private Wealth Advisor

    Sr Private Wealth Advisor

    Valley Bank • Paramus, NJ, United States
    Full-time
    Responsibilities include but are not limited to : .Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.Manage cli...Show more
    Last updated: 17 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Lee Nolan & Koroghlian LLC • Saddle Brook, NJ, United States
    Full-time
    At Lee, Nolan, and Koroghlian we have a strong intrinsic need for safety and security.It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms t...Show more
    Last updated: 2 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Amalgamated Bank • New York, NY, United States
    Full-time
    The job of the Vice President Financial Advisor at Amalgamated Bank is to successfully offer financial products and services in a bank or office environment to commercial and retail prospects, with...Show more
    Last updated: 17 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Traphagen CPAs & Wealth Advisors • Oradell, NJ, United States
    Full-time
    Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of th...Show more
    Last updated: 14 days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    Lee Nolan and Koroghlian LLC • New York, NY, United States
    Full-time
    You've spent a good portion of your career building the practice you envisioned.You also know that the next step of your journey would benefit from a bold, forward-thinking partner.We respect your ...Show more
    Last updated: 13 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Cathay Bank - Headquarters • New York, NY, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor Associate

    Wealth Advisor Associate

    Confidential • New York, NY, United States
    Full-time
    Join a premier investment advisor and manager dedicated to delivering sophisticated financial solutions.We are looking for ambitious Wealth Advisor Associates to join our Private Wealth Division.Th...Show more
    Last updated: 17 days ago • Promoted
    Investment & Wealth Advisor

    Investment & Wealth Advisor

    Eastern Advisory Group • New York, NY, United States
    Full-time
    Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial s...Show more
    Last updated: 11 days ago • Promoted
    Wealth Financial Advisor

    Wealth Financial Advisor

    HDJ + Associates, Inc. • New York, NY, United States
    Full-time
    Our client is seeking an experienced Financial Wealth Advisor with exemplary regulatory records to join their team.As an advisor, you'll cultivate deep client relationships, tailor financial strate...Show more
    Last updated: 17 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Provision People • New York, NY, United States
    Full-time
    We are seeking Financial Advisors and Wealth Advisors with experience with Life Insurance, Annuities, and Investments, who are looking for strong transition packages and the ability to service thei...Show more
    Last updated: 3 days ago • Promoted
    Financial Advisor Senior

    Financial Advisor Senior

    City National Bank • New York, NY, United States
    Full-time
    The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent indi...Show more
    Last updated: 17 days ago • Promoted
    Senior Financial Advisor - Remote

    Senior Financial Advisor - Remote

    Harrison Gray Search and Consulting LLC • New York, NY, United States
    Remote
    Full-time
    They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors wit...Show more
    Last updated: 17 days ago • Promoted
    Independent Financial Advisor - Remote

    Independent Financial Advisor - Remote

    Vensure Employer Services • New York, NY, United States
    Remote
    Full-time
    Are you a highly experienced Financial Advisor with a proven track record of success? Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and indep...Show more
    Last updated: 17 days ago • Promoted
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC • Fort Lee, NJ, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 17 days ago • Promoted