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Financial / Income Advisor – Private Client Group

Maptalent

This is a Contract position in Woodbridge Township, NJ posted March 29, 2020.

Job Summary: maptalent is currently looking for Financial Advisors/Wealth Managers to join an established and growing Private Client Group.

Our client offers the full spectrum of investment solutions, positioning advisors to better meet their clients needs.

Combining their Wealth Management Platform, with deep history and expertise in income driven investing, advisors are well positioned to serve their clients needs and goals.

They provide Investment Management and Financial Planning to High Net Worth Individuals.

Job Description: Advising strategies for clients in investment planning, financial planning, income investing, wealth management, alternative investments, insurance coverage, cash management, lending, and other areas to help them reach financial objectives.

Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.

Provide Investment Management and Financial Planning to High Net Worth Individuals.

Requirements: Experience providing quality financial and wealth management advice.

Ideally come from a commission/fee based background with a current book of business Ideally must have current FINRA Series 7, 63 and/or 65/66 Registration Bachelor degree in business, finance or related field.

Benefits: Highly competitive payouts Transition compensation packages Firm Financed practice acquisition support Succession retirement programs