About this opportunity
TEEMA lists this Financial Planner opportunity in manalapan twp, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Title: Senior Financial Advisor / Wealth Planner Job ID: 90129 Locations: Bridgewater, NJ & Manalapan, New Jersey (Manalapan preferred) What you will be doing: Senior Advisors are responsible for managing the entire client experience, including: Conducting discovery and planning meetings
Presenting recommendations and planning solutions
Implementing advisory and insurance strategies
Managing ongoing client relationships
Identifying additional planning opportunities
Serving as the primary trusted advisor to clients and their families
What you must have: We are seeking accomplished advisors who have already built successful careers and are looking for a platform that allows them to accelerate growth without the burden of constant prospecting. 10+ years of experience as a Financial Advisor, Wealth Advisor, Retirement Planner, or Financial Planner
Demonstrated success serving retirement-focused and high-net-worth clients
Proven track record of business development, client retention, and revenue generation
Strong consultative sales and relationship-management skills
Ability to convert qualified opportunities into long-term client relationships
Exceptional presentation and communication skills
Active Series 65 or Series 66 and Series 7 preferred
Ability to work onsite and meet with clients throughout New Jersey
Ideal Background Candidates may have previously or currently work at: Independent RIAs
Wirehouses
Regional brokerage firms
Insurance-based advisory practices
Independent financial planning firms
Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, we encourage you to continue visiting our website for other roles that may be a good fit. For more information about TEEMA and to consider other career opportunities, please visit our website at
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.