Financial Advisor

The Opportunity:

We are seeking a Servicing Advisor with a strong background in financial advising and a passion for delivering exceptional client service. This role is ideal for someone with at least 3 years of industry experience, who thrives in a collaborative environment and has a deep understanding of building relationships and the client experience. You'll work closely with our team of advisors to support and grow client relationships while helping clients navigate their retirement and investment strategies with clarity and confidence.

Key Responsibilities:

Manage and nurture a book of existing client relationships

Conduct reviews, update financial plans, and assist clients in aligning strategies with life goals

Collaborate with fellow advisors and internal team members to deliver best-in-class service

Stay current on market trends and provide insights to clients and team members

Uphold the highest ethical standards and act in the best interests of clients at all times

Qualifications:

Minimum 3 years of experience in a financial advisor or servicing advisor role

Series 65 required

Strong working knowledge of the stock market and financial markets

Excellent communication skills and a client-first mindset

A team player who values collaboration, transparency, and shared success

Must be able to work in-office at our New Jersey location

What We Offer:

Base salary + commission + bonus opportunities

Incentive trips

Comprehensive health insurance

401(k) with employer contributions

A tight-knit, team-oriented culture focused on growth and meaningful work

Opportunities for professional development and career advancement