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Strategic Wealth Advisor | Investment Planning
Job in
Jersey City, Hudson County, New Jersey, 07390, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor in New Jersey seeks a seasoned financial services professional to lead time and resource management, and to develop and implement strategic and tactical plans for client portfolios. The role focuses on tailoring investment strategies, performing investment research, and staying informed of market developments to deliver client value and informed recommendations.
Applicants should hold Series 7, 63 and 65 (or 66) and bring 3+ years of financial services experience, with 5+ years
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