Financial Advisor: Holistic Wealth Planning
Job in
Freehold, Monmouth County, New Jersey, 07728, USA
Listed on 2026-02-12
Listing for:
Wealth Enhancement
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A prominent wealth management firm in New Jersey is looking for a Financial Advisor to join their advisory team. This role involves managing client relationships, facilitating the financial planning process, and conducting annual reviews. Candidates should have a 4-year degree, relevant certifications like CFP or CPA, and at least 4 years of experience in the wealth management industry. The position emphasizes client service excellence and collaboration with senior advisors to achieve client financial goals.
Comprehensive benefits are offered.
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