Wealth Advisor - Perth Amboy, NJ

Location: Perth Amboy, New Jersey, United States; Plainfield, New Jersey, United States. Branch-based role with Monday–Friday branch hours, 40 hours per week.

Salary: Commission-based compensation; historically $105,000–$250,000 per year based on performance and productivity.

Company

hirify.global provides banking and wealth management services, helping individuals and families achieve their financial goals.

What you will do

• Develop a high-quality wealth management practice and personalized financial strategies.
• Conduct client discovery and tailor wealth management planning to individual goals.
• Build and preserve relationships with business partners and centers of influence to generate client introductions.
• Conduct proactive outreach to clients and prospects about hirify.global Wealth Management capabilities.
• Grow existing relationships through partnership referrals and manage the client book.
• Coordinate with internal stakeholders and specialists across financial planning, investment management, insurance, and estate planning.

Requirements

• Active and valid Series 7, 63, and 65 or 66 licenses.
• An active and valid Life, Health, and Variable Insurance license, or the ability to obtain it within 60 days of starting as a condition of employment.
• At least 2 years of experience as a Financial Advisor or equivalent financial services experience.
• Demonstrated success in new business development and client book management.
• Experience working in a team-oriented consumer bank setting.
• Experience servicing high-net-worth individuals.
• Comfort working in a dynamic, entrepreneurial environment.

Nice to have

• Bachelor’s degree.

Culture & Benefits

• Collaborative branch-based environment focused on client interests and professional growth.
• Medical, dental, and vision coverage.
• Retirement benefits and maternity/paternity leave.
• Flexible work arrangements, education reimbursement, and wellness programs.
• Paid time off exceeding mandatory paid sick or paid time-away requirements in every local and state jurisdiction in the United States.
• Employment offers are subject to a background check.