Job Summary

At NewEdge Advisors, we’re committed to our clients. We’re searching for a qualified financial advisor to join us in providing a balanced combination of professional investment management and best-in-class client service. The ideal candidate shares our commitment to carefully guided decision-making for portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially responsible investing, asset purchases, and sales. As a member of our advisory team, the financial advisor will work with like-minded professionals and continuously focus on sharpening the skills and knowledge that put us at the top of our industry.

Objectives

Team: Be an integral member of the advisory team and provide investment advice to high to high net worth and ultra-high net worth clients
Relationships: Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirements as a fiduciary
Understand: Establish deep understanding of client goals, needs and requirements
Proactivity: Deliver client outcomes that meet or exceed their expectations and address their needs Expertise: Be an expert resource for clients on all wealth management needs
Education: Continue professional development with classes, workshops, webinars, publications, networks, and associations to remain up to date with the fundamentals of risk management, wealth strategy and investment management
Collaborate: Work collaboratively with NewEdge Advisors’ Portfolio Management teams
Support: Support peers in development by sharing ideas and participating in Elevate (and similar) Calls
Growth: Expand existing client relationships and grow the business through the addition of new client

Responsibilities

Prioritize the role of being a fiduciary for clients; utilize the firm’s client-centered wealth management philosophy to guide advisory services for individual clients
Become proficient in how to leverage technology and team resources
Meet with clients to form an in-depth understanding of objectives and risk tolerance
Comply with reporting requirements on investment eligibility and suitability
Monitor client performance to develop and deliver sound investment advice and strategies
Analyze market performance, investments, and client data to develop strategies for meeting goals
Review client accounts regularly to determine if adjustments are needed because of personal or financial changes
Deliver accurate reporting that enables sound analysis and financial recommendations
Assist clients in the delivery of advanced wealth strategies related to estate, tax and planning related needs
Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly

Skills & Qualifications

Bachelor’s degree (or equivalent) in finance or related field
Series 65 or Series 66 license required
Series 6 or 7 preferred
CFP, CHFC or CPA highly desired
At least five years of professional experience in wealth management
Knowledge of the securities, insurance, and mutual fund industries
Experience working directly with High Net Worth and Ultra High Net Worth clients
Personal integrity and an ability to maintain the confidentiality of company and client information