Wealth Management Advisor

As a Wealth Management Advisor through CrestPoint Talent, you will join a dedicated team focused on building client relationships and managing tailored investment solutions on-site in Jersey City, NJ. This role emphasizes developing a robust book of individual clients through trusted advisory relationships, leveraging proprietary and industry tools to deliver comprehensive wealth management strategies. Reporting to the Branch Manager, you will collaborate with a small team to meet production and asset growth goals while maintaining the highest ethical and compliance standards.

Responsibilities

• Prospect, onboard, and grow a book of individual client relationships
• Conduct portfolio reviews and assess clients’ risk tolerance and investment needs
• Develop and recommend tailored financial plans and investment strategies
• Maintain ongoing client communication to support goal achievement and satisfaction
• Stay informed on market trends, regulatory updates, and firm product offerings
• Collaborate with internal teams to provide comprehensive service and support
• Meet production targets and drive asset growth in alignment with firm objectives

Required Qualifications

• Strong client relationship management with the ability to build trust and explain complex financial concepts clearly
• Proficiency in financial planning, portfolio construction, asset allocation, and risk assessment
• Business development and sales capabilities including prospecting, networking, and referral generation
• Active FINRA registrations (e.g., Series 7 and Series 63/65/66 or equivalent) with a clean compliance record
• Analytical skills to evaluate markets, investments, and client portfolios with clear, data-driven recommendations

Preferred Qualifications

• Experience working within small advisory teams (1-5 advisors)
• Familiarity with proprietary and industry technology platforms for wealth management
• Minimal travel requirements, able to focus on local client development