Company Description
Pine Valley Investments, LLC is a registered investment advisory (RIA) firm based in Mt. Laurel, NJ, dedicated to providing comprehensive wealth management solutions tailored to individual financial goals. Our team of experienced investment managers specializes in serving high net worth individuals, families, and businesses, offering a range of services including portfolio management, financial planning, and retirement planning. Our client-first approach as a fiduciary ensures that we put your interests and is at the forefront of everything we do.
Role Description
This is a full-time hybrid role for an experienced Financial Advisor who has a portable book of business. The Financial Advisor will be responsible for providing comprehensive financial planning and investment management services to clients. This includes meeting with clients to assess their financial situation, developing customized financial strategies, and providing ongoing advice and support. The Financial Advisor will be expected to work primarily on-site in Mt. Laurel, NJ, with some flexibility for remote work.
Qualifications
- Must possess a portable book of business (at least $50mm in client relationships)
- Financial Planning and Retirement Planning skills
- Expertise in Finance and Investments
- Experience in Financial Advisory services
- Strong problem-solving and analytical skills
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Bachelor's degree in Finance, Economics, Accounting, or related field
- Certifications such as CFP®, CFA, etc are a plus
Successful candidates should possess strong organizational and time-management skills, have an entrepreneurial spirit and high ethical standards. The ability to identify and cultivate new business opportunities, maintain a high level of professionalism, and work with a team are essential for success.
