Financial Advisor

We are in search of a high-level New Jersey-based Financial Advisor. We are a boutique Financial Investment Firm that offers a 3-tiered (CPA, Financial, Legal) Full Suite of Services under one roof to established professionals who lack access to public or workplace pensions and have the financial resources but need the right path forward for their future. This is a highly client-facing role that combines educational seminar presentations with individual client consultations. We handle and provide all intakes, back office, and paralegal support. We are bringing the Family Office model that was conceived and limited to ultra-high net worth families to our clients. This model provides a comprehensive financial experience to our clients. Our Investment Advisors provide planning for every phase of your life, with the goal of building generational wealth.