Junior Financial Advisor

2 months ago

Freehold, United States Arkhitekton LLC Full time

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.

  • Financial Solutions Advisor

    4 weeks ago

    Freehold, New Jersey, United States Bank of America Full time

    Job Title: Merrill Financial Solutions AdvisorJob Summary:Merrill Financial Solutions Advisors work with high-net worth clients to identify their financial needs and develop personalized investment strategies. This role requires strong relationship-building skills, a deep understanding of investment products and services, and the ability to communicate...

  • Private Client Financial Advisor

    1 month ago

    West Freehold, New Jersey, United States Citizens Full time

    About the RoleCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for clients.Build and maintain...

  • Sales Arborist

    4 weeks ago

    Freehold, New Jersey, United States SavATree Careers Full time

    About the RoleWe are seeking a highly motivated and results-driven Sales Arborist to join our team at SavATree Careers. As a Sales Arborist, you will be responsible for developing and growing your assigned sales territory, working closely with our field specialists to deliver exceptional customer service and ensure the health and well-being of each client's...

  • Sales Arborist

    1 month ago

    Freehold, United States SavATree Careers Full time

    Job Summary As a Sales Arborist your focus will be to develop, grow and support your assigned sales territory. This role will involve spending time with clients and prospects to diagnose and monitor landscapes, as well as estimating jobs and providing estimates for the work to be completed. You will be the trusted advisor for the property owner and will...

  • Sales and Service Specialist

    4 weeks ago

    Freehold Township, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Sales and Service Specialist

    2 months ago

    Freehold Township, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...