Spherion is recruiting a Licensed Financial Advisory (Series 65) for our client in Manalapan, NJ.
We are seeking an experienced and results-driven Financial Advisor to join the team. The ideal candidate will have a passion for helping clients achieve their financial goals, while also driving growth and revenue for the organization. The Financial Advisor will be responsible for providing personalized financial planning, investment guidance, and estate planning services to our clients.
Duties
Manage and grow a portfolio of high net worth clients through financial planning, wealth management, and investment research.
Develop and execute a comprehensive financial plan for each client, including cash management, tax planning, and corporate accounting analysis.
Conduct thorough research on various financial products and investment opportunities to recommend the best possible options for clients.
Identify and capitalize on new business opportunities, including estate planning and financial sales.
Stay up-to-date on the latest securities law and regulations, ensuring compliance with all relevant laws and guidelines.
Provide exceptional client service, building long-term relationships and fostering a culture of trust and loyalty.
Collaborate with other financial professionals to develop and implement new strategies and programs.
Requirements
Active License a MUST
Experience with estate planning and financial sales is a plus.
A strong work ethic and a passion for delivering exceptional client service.
Job Types: Full-time, Permanent
Pay: $60,000.00 - $80,000.00 per year plus commissions