Fee-only registered investment advisor located in central NJ is seeking a candidate with professional experience (3 to 6 years) to fill an open full-time financial planner/client service position within our firm. The position will expose the chosen candidate to many aspects of the investment management and financial planning profession, including direct contact with clients (phone, email, and in-person meeting). Training will be provided as required in these areas, but the candidate must have excellent writing and computer skills.
This role will spend the first 6 - 12 months assisting other team members on wealth management projects, such as proposals for prospective clients, financial projections, estate planning reviews, investment projects, and various other client related tasks. The goal after that time frame (depending on the candidate’s progress) is to transition to serve as the main contact for a segment of the firm’s existing clients. He or she would be responsible for communicating with clients as necessary and providing both investment management and financial planning advice. Examples of items typically discussed with clients include (but are not limited to):
Comments on investment portfolio and performance, as well as the markets and economy in general, in annual meetings and daily client phone calls/emails.
Reviewing financial projections with clients and discussing whether they are on target for retirement income goals.
Examine and discuss estate plans with clients and attend meetings with attorneys to update/change as needed.
Assist clients to determine what insurance policies (life and/or long term care) are necessary for their situations, in conjunction with what they have in place. If necessary, assist client in securing new or more insurance.
Help clients plan for college funding goals.
Serve as a client’s primary contact in settling estates of family members.
Additionally, this role meets with prospective clients and performs the following duties:
Attends meeting with prospective client and discuss goals/objectives, as well as the services provided by Condor Capital.
Assist other staff members in preparing a proposal for prospective client.
Follow up with prospective client to schedule a second meeting to review proposal.
Transition prospective client into a Condor client with assistance from Condor’s Operations team.
Ideal Candidate Skills/Characteristics
Bachelor's degree from 4-year institution with strong GPA. Relevant business majors are preferred, but all will be considered.
Excellent command of the written English language is NECESSARY.
CERTIFIED FINANCIAL PLANNERTM designation is strongly preferred. If not currently a CFP® then desire to attain the designation in the near future.
3-6 years relevant job experience.
Strong knowledge of Microsoft Office and related business productivity tools.
Ability to manage competing priorities in a timely fashion.
Mental acuity to work independently, but also function in a team environment when the situation dictates.
Strong attention to detail.
Ability to communicate information in a clear, concise, and professional manner.
Additional Salary Information: Compensation and Benefits
• Compensation is competitive and commensurate with experience. This is a salary + bonus position.
• Generous 401(k) match.
• Full medical benefits.
• Free lunch provided - every day!
• Employee Stock Ownership Program
• Business casual dress code.
• Recently named one of the Best Places to Work in NJ by NJBiz
Founded in 1988, Condor Capital is an employee owned SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services.We provide our investment management services on a fee-only basis. Our fees are based on the size of our clients' portfolios, rather than commissions or number of trades, so there is no con...flict of interest regarding our investment decisions.As part of our integrated approach to investment management, we provide you with unlimited and thorough financial planning advice on a complimentary, as-needed basis.