Clevanoo LLC · 6 hours ago
Financial Advisor
Red Bank, NJ
Full-time
Onsite
Mid Level
3+ years expClevanoo LLC is seeking a Financial Advisor to develop and maintain long-term client relationships through personalized financial planning and investment advisory services. The role involves managing an existing book of business while also developing new opportunities and ensuring compliance with regulations.
Staffing & Recruiting
Hiring Manager
Maithili K
Responsibilities
Develop and maintain long-term client relationships through personalized financial planning and investment advisory services
Manage and grow an existing book of business while developing new opportunities from firm-provided warm leads
Provide tailored investment advice aligned with each client’s goals and financial profile
Stay current on market trends, product knowledge, and compliance regulations
Collaborate with tax and wealth management divisions to deliver comprehensive financial solutions
Ensure adherence to FINRA and firm compliance policies
Maintain accurate client documentation and reporting
Qualification
Required
Active registration: SIE, Series 7, and Series 66 (or Series 63/65)
Minimum of three years of related brokerage or financial advisory experience
Existing book of business of at least $200,000 or more, with demonstrated production and client growth
Proven track record of client development, relationship management, and revenue generation
Proficient in MS Word, Excel, and PowerPoint
Strong attention to detail, organizational ability, and multi-tasking skills
Excellent verbal and written communication skills
Preferred
Bachelor's degree in Finance or equivalent combination of education and experience (highly preferred)
Company
Clevanoo LLC
At Clevanoo LLC, we believe that great companies are built with great talent — and we make it our mission to connect them.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase