Junior Financial Advisor
We are a service-oriented FINANCIAL PLANNING firm providing an array of services ranging from fee-based financial plans to investments and insurance. Our office is located in Freehold, NJ and provides a comfortable professional work environment. Our office culture is friendly and relaxed without sacrificing the quality of our results. As an independent financial firm, we value independence and maintain the highest professional standards.
We are seeking a junior financial advisor to be in client meetings, prepare and deliver financial plans, and have a strong desire to learn!
Responsibilities
- Interact with clients in-office and virtually to help them make informed financial decisions
- Prepare and deliver financial plans and recommendations
- Research investments and financial planning topics
- Have fun and enjoy the important work you do to benefit clients
Qualifications
- Must have a BA/BS degree
- Must have FINRA Series 7 and 66 securities registrations
- 1–3 years in the financial services industry, preferably in client-facing or paraplanner role
- Earned or working towards the CERTIFIED FINANCIAL PLANNER™ certification
- Familiarity with various platforms such as RightCapital, Morningstar® Advisor WorkstationSM, Advisor360, or Wealthscape is a plus
- Strong desire to grow your career and further your knowledge in the financial services industry
Please upload your resume.
