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Financial Advisor

Company: Wiss
Location: Florham Park
Posted on: May 16, 2022

Job Description:

Background:We are a fast-growing full-service investment advisory firm looking to train entrepreneurial professionals to be Financial Advisors through our program which includes working alongside our team. We have a full pipeline of clients coming from our parent company, the accounting firm that we are looking to close on the wealth side and service. Our approach is sophisticated and institutional, and we are looking for someone who will represent us in such a manner. Our clients are business owners and their families who have amassed a great deal of wealth through their businesses. You will focus on financial planning and investments and build a book of clients under the help and mentorship of our CEO, Stephanie Hughes.
Qualifications: Finance or Financial Planning undergraduate Track Some level of work experience in a professional environment banking, sales, customer service a plus Must be passionate about providing a white glove type of client experience and service Demonstrate polished written and verbal communication Possess an entrepreneurial mindset/self-starter

What we offer you: Ability to be mentored by the team and CEO Institutional-style approach, our full-service platform built from scratch consists of our investment strategies, operations, client services Sponsor you for the Series 65 (if you do not have your 7 and 66) Sponsor you for the Certified Financial Planning exam

Why we are different: We will provide you with everything you need to be successful including clients, trust built by the firm with these clients, a great salary and comp model, no sales targets, and institutional-style approach. You will be in a full-service environment of extremely savvy tax, trust and estates, financial and accounting professionals. We have a high volume of large clients and need someone who has experience in an institutional environment and who can handle the pressure (no cold calling, finding your own clients, etc).

Wiss & Company is an Equal Opportunity-Affirmative Action Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

To all staffing agencies: Wiss will not be utilizing agencies for this particular position. Please do not forward resumes to Wiss employees at any of our locations. Any recruiter who would like to partner with Wiss & Company on future positions must have an updated contractual agreement with the Practice Leader, Recruiting. Please be reminded, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss & Company LLP.

Keywords: Wiss, New York , Financial Advisor, Accounting, Auditing , Florham Park, New York

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