Wealth Management AdvisorPlanning Alliance • Shrewsbury, NJ, US
Wealth Management Advisor
Planning Alliance • Shrewsbury, NJ, US
6 hours ago
Job type
- Full-time
- Permanent
Job descriptionMust be a US citizen or permanent resident. Strong understanding of investment products, tax planning, retirement planning, and estate planning. Excellent communication and interpersonal skills with the ability to explain complex financial concepts in an easily understandable manner. Ability to work independently while contributing to a collaborative team environment. A proactive and client-focused approach to solving financial challenges. A competitive benefits package, including defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more. Continuous Learning – Team members gain a competitive edge leveraging technology like The Living Balance Sheet. Our Managing Directors provide 18 to 24 months of one-on-one training while offering certification and licensing opportunities to help you become established as a trusted financial advisor. Competitive compensation and performance-based incentives. Mentorship and joint-work opportunities. Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
As a Financial Advisor you will work with individuals and businesses in your community, providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Key Responsibilities
- Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products, and services.
- Maintain strong relationships with clients, ensuring consistent communication and regular portfolio reviews.
- Collaborate with other team members, including planners and support staff, to ensure seamless service delivery.
- Track client progress and recommend adjustments as necessary to meet changing financial needs.
Requirements
Benefits
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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Wealth Advisor • Shrewsbury, NJ, US
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