Wealth Management Advisor

Company Description

Northeast Private Client Group is a boutique financial services advisory firm located in Roseland, NJ. We are key business strategists and critical thinkers, serving entrepreneurs and professionals to build real wealth, including multigenerational wealth. Our business is founded on the principle of careful listening and active engagement to help our clients achieve financial balance.

Role Description

This is a full-time Wealth Management Advisor role at Northeast Private Client Group. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and wealth management services to clients. This is a hybrid role, with the primary location being in Roseland, NJ, but with flexibility for some remote work.

Qualifications

MUST have a current book of business

Strong knowledge and experience in financial planning, retirement planning, and investments

Must be fully licensed and have a book of business

Expertise in finance and wealth management services

Excellent analytical and problem-solving skills

Strong communication and interpersonal skills

Ability to build and maintain client relationships

Detail-oriented and highly organized

Relevant certifications (e.g., CFP, CFA) are a plus

Bachelor's degree in Finance, Economics, Business, or related field