Short Hills, NJ
Consultant – Full Time
Rey Financial Group, located in Short Hills, New Jersey, is seeking a Financial Consultant (FC) to join their boutique, financial planning family team. Having worked together for many years, the team is seeking someone to complement their existing practice and bring value to the areas they can grow.
The Financial Consultant role is critical, client facing role, communicating daily with their highly valued clients and their families. This newly created role will consist of a mix of roughly 50% client servicing and 50% advice-driven work. As a FC, you will support the current Financial Advisors, attend meeting reviews with clients, provide summaries and next steps for all priorities, and enhance proactive and reactive client servicing to include: client onboarding and trading for potential liquidity needs.
Ideal candidates are self-starters with high motivation, possess excellent organization, time management and problem-solving skills, demonstrate confidence and care when communicating with clients, and work well with others in a collaborative environment.