UpTick Financial- Advisor Recruiters and Consultants · 4 days ago

Private Wealth Advisor

Red Bank, NJ

Full-time

Remote

Mid Level

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Financial Services

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Responsibilities

Candidates with, or working towards, a CFP®

Experience serving high-net-worth and ultra-high-net-worth clients

Experience with eMoney, Tamarac, and Morningstar

The desire to grow your business through hard work, business acquisitions, and/or marketing

Must have a positive attitude and want to affiliate with a team that believes we all work and succeed together

Clean compliance record

Licensed in Series 7,63,66, and Life and Health Insurance

Minimum of $25 million in AUM

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CFP®High-net-worth client experienceClean compliance recordSeries 7 licenseSeries 63 licenseSeries 66 licenseHealth Insurance licenseEMoneyTamaracMorningstar$25 million AUMBusiness growthCollege degree