Affluent Market Senior Financial Advisor

Mtbachelor

Parsippany, New Jersey, United States of America
Investment and insurance sales experience
High net worth client management
Financial planning services
The role focuses on delivering customized financial solutions for high net worth clients

Job Summary

  • The role focuses on delivering customized financial solutions for high net worth clients.
  • Advisors will collaborate with various partners to meet client needs and increase assets under management.
  • The position emphasizes compliance with regulatory standards while providing exceptional customer service.

Matching Summary

The role focuses on delivering customized financial solutions for high net worth clients.

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • High net worth client management
  • Financial planning services

Nice-to-have

  • Mentoring less experienced Advisors
  • Strong customer service skills
  • Building referral channels

Key Requirements

  • Minimum 8 years of education or experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • State Life/Variable Insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter