Financial Advisor

Thinking about making a move? This could be the opportunity that changes everything.Our client—an award-winning independent investment advisory firm headquartered in NYC—is actively seeking experienced Financial Advisors ready for their next chapter. With over $200 billion in AUM, a 40+ year legacy of success, and offices nationwide, this firm offers the scale, stability, and flexibility advisors are looking for today.Advisors who join benefit from strong inbound lead flow, a nationally recognized brand, and a platform built to support growth. Comprehensive transition assistance is available to ensure a smooth and successful move.If you’re looking for greater independence, stronger support, and the ability to grow your practice without limits, this is a conversation worth having.The ideal candidate must have at least 4+ years of Wealth Management experience with a strong knowledge of traditional investment policy planning, asset allocation, and portfolio implementation. Above all, the Advisor will be dedicated to developing best-in-class client service.*Transitional Bonus Available Based on Production*Responsibilities:Provide a high level of individualized, comprehensive services and investment strategies to clientsDemonstrated long-standing client retention and ability to maintain and grow a book of businessDeliver presentations and create proposals to prospective clientsBuild brand awareness and market servicesMaintain a high level of financial and industry knowledgeUtilize the established referral network and network with referral sourcesWork with the home office to allocate and manage clients’ financial interestsService clients, oversee portfolio management, and client retentionManage a current book of clients with $20 MM+ in AUMEnsures all Continuing Education requirements are attainedQualifications:Bachelor’s degree and a minimum of 4 years of experience in wealth management, financial advisory, or other financial services with a history of successDemonstrated ability to work both independently and as a team to achieve shared goalsComputer skills: Outlook, Excel, Word, and PowerPointClean U4Must have FINRA Series 7 or 65Certified Financial Planner (CFP), nice to have but not requiredManage a current book of clients with $20 MM+ in Portable AUM*Transition Team in place to support Advisors in bringing over their existing client base**Bonus Available Based on Production**We currently have openings in NYC, Red Bank, NJ, Tampa, FL, Boston, MA, Dallas, TX, and Miami, FL*Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.