New Jersey Financial Advisor

Financial Advisor | Bridgewater, NJ, United States | Hybrid This employer is seeking a high-level Financial Advisor to join a boutique financial investment firm that provides a comprehensive suite of services including financial, CPA, and legal expertise under one roof. The firm is dedicated to serving established professionals who require strategic guidance for their future financial growth, offering a unique "Family Office" model to a broader client base. The Role • Develop and manage client relationships while actively cultivating new business opportunities. • Provide comprehensive financial planning services, encompassing investment strategy, tax, retirement, estate planning, and stock options. • Design and implement tailored long-term investment strategies, with the flexibility to adjust portfolios as market conditions evolve. • Collaborate effectively with in-house service providers to deliver expert guidance on tax, trust, estate, and insurance matters. • Contribute to business growth by actively closing deals with provided client leads derived from a seminar business model. • Engage in public speaking and client interaction through educational seminar presentations and individual consultations. What You'll Need • Proven experience in investment advisory, preferably with an established book of business ($10-20 Million AUM). • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent). • Demonstrated ability to build strong client relationships and excel in a client-facing role. • Experience presenting financial topics to groups and successfully engaging clients in one-on-one planning conversations. • Ability to thrive in a fast-paced, dynamic environment without the need for cold calling. • Enthusiasm for shaping client futures and contributing to generational wealth. What's On Offer • Competitive compensation package including a base salary ($100K-$140K) plus uncapped commissions, with significant earning potential. • Comprehensive benefits including 100% paid medical, dental, and vision plans. • Generous PTO and paid company holidays, along with a 401(k) retirement plan. • Provided client leads through a seminar business model, eliminating the need for cold calling. • Access to administrative and paralegal support for back-office functions. Apply via Haystack today!