Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Requires a Bachelor’s degree in business administration, finance, or other related field • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Sales experience preferred, but not required • Entrepreneurial mindset • Desire to help families and businesses address their financial needs • Strong business acumen • Professional business demeanor • Perseverance in the face of a challenge • Ability to engage your community and leverage personal networks/contacts Must live within 100 miles of the office in Wall Township, NJ Compensation: $115,917 yearly • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time Compensation: $115,917 per year #J-18808-Ljbffr