We are seeking a Senior Wealth Advisor to work at our office in Roseland, New Jersey. The Senior Wealth Advisor will prepare financial documentation, make investment and risk assessments, monitor portfolios, prepare regular financial reports, maintain relationships with existing clients, and deliver presentations to current clients and prospective clients for business development.
Education, Experience & Skills Requirements:
Bachelor’s Degree in Finance, Business, Accounting, or Mathematics; 2 years experience as a financial planner and/or investment advisor; licensed as a CERTIFIED FINANCIAL PLANNER professional or Certified Public Accountant/Personal Financial Specialist (CPA, PFS).
How to Apply:
Email cover letter, resume, and two references to [email protected] Note “Senior Wealth Advisor” in the subject line.
Or you may mail these documents to 4 Becker Farm Road, First Floor, Roseland, NJ 07068, ATTN: Howard Milove.
We are an EEO/AA/ADA/V employer.