Wealth Management Advisor

Next Horizon Advisors
Princeton, New Jersey
Base plus discretionary bonus
Apr 08, 2021
May 06, 2021
Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Princeton, NJ RIA with over 25 years of experience is looking to bring in a young advisor with CFP(R) and/or CPA credentials and at least three years of experience in investment management. Great career building opportunity for an advisor to learn directly from the highly experienced CFP(R) and CPA principal. Path to succession is open to the right candidate with proven skills in business development and building client relationships. 

Key Responsibilities include:

1. assist in managing client portfolios including periodic internal reviews

2. assist in building and maintaining investment strategies

3. preparing and updating financial plans using MoneyGuidePro

4. Participate in client review meetings

5. Help out in updating Client Profiles and Notes

6. Other special projects related to investment management and client service