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Financial Advisor / Consultant Wealth Management

Independent Fiduciary Financial Advisor

Job in Moorestown, Burlington County, New Jersey, 08057, USA
Listing for: Moneta
Contract position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 85000 USD Yearly USD 60000.00 85000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Moorestown Township, New Jersey, is seeking a Financial Advisor to assist clients in navigating their financial journeys. The role involves conducting in-depth financial analyses, developing customized investment strategies, and providing tax and estate planning advice. Candidates should have 3-5 years of client service experience, along with relevant certifications. The firm offers a range of benefits including paid holidays, PTO, and a 401k match, fostering a supportive work environment.
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