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Job Details

Wealth Advisor

Job Summary

  • Company: BCI
  • Location: , New Jersey (Central NJ)
  • Compensation: Depends on experience

Job Description

Summary:
Growing New Jersey wealth management firm seeks client-oriented wealth manager, preferably with book of business or able to work towards developing a book of business.

Responsibilities:
Grow and maintaining client relationships by working with investment, insurance, and pension and group benefits departments, and providing cross-marketing opportunities to existing and future clients

Experience:
Financial planning and investment knowledge and experience
CPA and/or CFP designations preferred
Consultative selling skills required

Candidates interested in applying to this role should e-mail 465c47@brokeragejobs.com.

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