MJP Wealth Advisors
5 days ago Be among the first 25 applicants
For over 40 years, MJP Wealth Advisors has been a leading registered investment advisory firm providing comprehensive wealth management solutions and sophisticated investment strategies to high-net-worth individuals, families, and businesses. We pride ourselves on building deep, long-term relationships grounded in trust, expertise, and an unwavering commitment to exceptional client service.
Are you an
experienced
and ambitious
Wealth Advisor
ready to elevate your career? At MJP, you'll do more than just provide advice, you'll truly shape financial futures. We offer a dedicated client service team, an experienced Investment Committee, cutting-edge investment research, and powerful technology and financial tools to help you focus on delivering personalized, impactful advice to our valued clients.
Role & Responsibilities
Provide comprehensive financial guidance and investment advice, precisely tailored to each client's unique goals and needs.
Guide clients through all essential areas of personal finance, including investing, retirement planning, insurance, tax and estate planning, and education planning.
Collaborate closely with our Investment Committee to develop bespoke investment strategies that align with client risk tolerance and financial objectives.
Cultivate and manage existing client relationships through ongoing communication and strategic periodic reviews.
Proactively identify and cultivate new client opportunities, expanding our reach and impact within the high-net-worth market.
Leverage the firm's advanced investment strategies, cutting-edge technology, and in-depth research capabilities to consistently provide wealth planning solutions that are always in the best interest of the client.
Promote MJP's diverse portfolio strategies and innovative alternative investment solutions.
Service existing MJP advisory and 401(k) plan clients, ensuring their continued satisfaction and success.
Qualifications & Experience
5+ years in a financial advisor role or equivalent financial services experience.
A Bachelor's degree is required; an advanced degree or professional designation (e.g., CFP®, MBA, CPA) is a plus.
FINRA Series 65 or 66 registration is required. A Life & Health insurance license is a plus.
Comprehensive knowledge across all areas of wealth management, including investment management, financial planning, retirement planning, alternative investing, insurance, and estate/tax planning.
Proven experience with key financial planning matters, such as Social Security, Medicare planning, estate planning, taxation, and gifting strategies.
A proven ability to prospect, grow AUM and client base, effectively ask for referrals, and consistently close business.
Exceptional presentation, analytical, interpersonal, and relationship management skills.
Excellent written and verbal communication abilities.
A self-starter with a true entrepreneurial spirit, possessing excellent organizational and time management skills.
An unwavering commitment to providing extraordinary client service and a genuine interest in serving and caring for clients.
MJP Wealth Advisors offers a comprehensive and competitive compensation and benefits package designed to reward your expertise and dedication:
Highly Competitive Salary, Bonus, and Benefits Package
401(k) / Profit Sharing Plan with Safe Harbor Contributions
Comprehensive Medical Insurance, Dental Insurance, and Vision Insurance
Health Savings Account (HSA)
Group Life Insurance
Short-Term Disability Insurance
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at MJP Wealth Advisors by 2x
Stamford, CT $125,000 - $200,000 6 days ago
Fairfield County, CT $125,000 - $240,000 2 days ago
Senior Wealth Advisor - Huntington Village Norwalk, CT $122,000 - $163,000 2 days ago
Woodbury, NY $80,000 - $250,000 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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For over 40 years, MJP Wealth Advisors has been a leading registered investment advisory firm providing comprehensive wealth management solutions and sophisticated investment strategies to high-net-worth individuals, families, and businesses. We pride ourselves on building deep, long-term relationships grounded in trust, expertise, and an unwavering commitment to exceptional client service.
Are you an
experienced
and ambitious
Wealth Advisor
ready to elevate your career? At MJP, you'll do more than just provide advice, you'll truly shape financial futures. We offer a dedicated client service team, an experienced Investment Committee, cutting-edge investment research, and powerful technology and financial tools to help you focus on delivering personalized, impactful advice to our valued clients.
Role & Responsibilities
Provide comprehensive financial guidance and investment advice, precisely tailored to each client's unique goals and needs.
Guide clients through all essential areas of personal finance, including investing, retirement planning, insurance, tax and estate planning, and education planning.
Collaborate closely with our Investment Committee to develop bespoke investment strategies that align with client risk tolerance and financial objectives.
Cultivate and manage existing client relationships through ongoing communication and strategic periodic reviews.
Proactively identify and cultivate new client opportunities, expanding our reach and impact within the high-net-worth market.
Leverage the firm's advanced investment strategies, cutting-edge technology, and in-depth research capabilities to consistently provide wealth planning solutions that are always in the best interest of the client.
Promote MJP's diverse portfolio strategies and innovative alternative investment solutions.
Service existing MJP advisory and 401(k) plan clients, ensuring their continued satisfaction and success.
Qualifications & Experience
5+ years in a financial advisor role or equivalent financial services experience.
A Bachelor's degree is required; an advanced degree or professional designation (e.g., CFP®, MBA, CPA) is a plus.
FINRA Series 65 or 66 registration is required. A Life & Health insurance license is a plus.
Comprehensive knowledge across all areas of wealth management, including investment management, financial planning, retirement planning, alternative investing, insurance, and estate/tax planning.
Proven experience with key financial planning matters, such as Social Security, Medicare planning, estate planning, taxation, and gifting strategies.
A proven ability to prospect, grow AUM and client base, effectively ask for referrals, and consistently close business.
Exceptional presentation, analytical, interpersonal, and relationship management skills.
Excellent written and verbal communication abilities.
A self-starter with a true entrepreneurial spirit, possessing excellent organizational and time management skills.
An unwavering commitment to providing extraordinary client service and a genuine interest in serving and caring for clients.
MJP Wealth Advisors offers a comprehensive and competitive compensation and benefits package designed to reward your expertise and dedication:
Highly Competitive Salary, Bonus, and Benefits Package
401(k) / Profit Sharing Plan with Safe Harbor Contributions
Comprehensive Medical Insurance, Dental Insurance, and Vision Insurance
Health Savings Account (HSA)
Group Life Insurance
Short-Term Disability Insurance
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at MJP Wealth Advisors by 2x
Stamford, CT $125,000 - $200,000 6 days ago
Fairfield County, CT $125,000 - $240,000 2 days ago
Senior Wealth Advisor - Huntington Village Norwalk, CT $122,000 - $163,000 2 days ago
Woodbury, NY $80,000 - $250,000 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr