Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • 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 collaborative team player willing to further development through continued training opportunities • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • 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: • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • 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