We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Be a coachable, organized team member interested in pursuing training development and educational opportunities • 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 • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • 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: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Valid FINRA Series 7 & 63/66 preferred but not required • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Sales experience preferred, but not required • Go-getter 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