Job summary
Job post source
This job is from a recruiting firm hiring for a separate company
Job overview
The role is for a Senior Financial Advisor to join a dynamic RIA based in Princeton, with options for remote, hybrid, or on-site work.
Responsibilities and impact
The candidate will provide financial advice on retirement planning, 401K, investment management, and estate planning, develop and implement financial plans, manage client portfolios, and build and maintain client relationships.
Compensation and benefits
The job offers a competitive salary, a generous commission structure, and a vesting plan.
Experience and skills
Candidates need a fee-based business with a minimum T-12 of 400K, Series 65, at least 5 years of experience in financial services, and strong communication and interpersonal skills.
Work environment and culture
The client offers a great work environment with a team of talented and dedicated professionals.
Company information
The client is a dynamic RIA based in the prestigious Carnegie Center of Princeton with over 30 years of wealth management expertise.
Job location and travel
The job offers flexibility with remote, hybrid, or on-site work options.
Unique job features
The role offers entrepreneurial opportunities, allowing the candidate to become a business owner rather than just an employee.
Company overview
Avior Executive Search, Inc. is a specialized recruitment firm focusing on executive-level placements across various industries. They generate revenue by partnering with organizations to identify, attract, and secure top-tier leadership talent, often through retained search agreements. Founded with a commitment to personalized service and deep industry expertise, Avior has built a reputation for its rigorous search process and high success rate in matching executives with roles that drive organizational success. Understanding their emphasis on long-term client relationships and bespoke search strategies is crucial for any potential candidate.
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