Wealth Advisor

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 Who We Are: EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.