About You
- Bachelor’s Degree
- 2+ years of direct client-facing experience (financial services experience a plus or relevant financial planning degree
- Strong interpersonal communication skills; team-orientated approach
- Knowledge of financial industry, financial products, and financial concepts
- Clean U4
- CFP®, CFA or EA/CPA/ PFS preferred.
- Series 65 within 120 days of employment
About OMNI 360 Advisors LLC
- Omni 360 is a growth-oriented team of accountants, financial advisors, and attorneys who believe in taking ownership and taking initiative to serve our clients in a compassionate way.
- We deliver integrated legal, financial and tax solutions by being resourceful, proactive problem-solvers.
- Omni 360 embraces technology and prides itself on effective communication with clients, fellow team members, and the community at large.
- Located in Plainsboro, New Jersey; serving clients throughout the world.
About the Position (Essential Job Duties and Responsibilities)
- Develops a mastery of Omni 360 Wealth, Inc.’s investment philosophy & other investment products
- Resource for others at OMNI
- Create, edit, and present financial plans and reports using Emoney, Nitrogen, Money Guide Pro, Orion, and Holistiplan
- Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
- Ability to independently lead client communications and interactions
- Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc
- Determine asset allocation based on clients’ needs, risk tolerance and capacity
- Diligent recording of client communication and information within client relationship management platform
- Serves as the day-to-day contact for client needs and collaborates with team members to ensure quality service
- Assist with client billing reviews and collaborate with the billing department to ensure fees are collected and calculated correctly
- Engages in business planning efforts and actively supports the firm’s strategic priorities
- Participate in retirement plan servicing
- Liaison for advisory clients accessing multiple service departments
- Ability to meet with clients in person & via Zoom. Some travel may be required
- Mainly in office initially, hybrid opportunities
- Full-time, salaried position with performance incentives, health benefits and 401(k)
OUR HIRING PROCESS AND TIMELINE
- Interviews expected to begin on a rolling basis
- Start date flexible
- If you would like to apply, please email your resume and cover letter to Neel Shah and Linda Farinola
