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Financial Advisor

4 months ago

Red Bank, United States Shah Financial Full time

Shah Financial - Northwestern Mutual Red Bank – Financial Advisor/Representative (Sales/Entrepreneurial Opportunity and Recent Grads Welcome to Apply )


*Paid licensing, training, and development program sponsored by Northwestern Mutual*


Job Overview: As a Financial Advisor (either independently or as a part of a team), you will be responsible for helping clients navigate their financial journey by providing expert advice and holistic financial planning services. This involves building and maintaining client relationships, analyzing financial situations, developing customized strategies to help clients achieve their financial goals, providing financial planning, offering insurance and investment products, assisting with retirement planning, and strategizing client portfolio's. 

We will surround you with resources to help with your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis.


About Us: Shah Financial an affiliate of Northwestern Mutual Red Bank has been helping clients achieve financial security for almost 14 years. We are committed to providing comprehensive and personalized financial planning services to individuals, families, and businesses. Our Red Bank office is consistently ranked one of the top offices in the country, based on new Financial Advisor performance, and is seeking to add to our dynamic and driven team.


Qualifications/Requirements:

  • 4-year degree; or equivalent experience in the financial services industry.
  • 1 year experience in sales, finance, athletics, military, client services.
  • Strong networking & communication skills.
  • Strong entrepreneurial and sales skills.
  • Excellent time-management and analytical skills.
  • Able to work independently and as a team to achieve goals.
  • Licensed for SIE, Series 6, Series 63, etc. is preferred but not required.
  • Legal authorization to work in the US without sponsorship.


Compensation & Benefits

  • Performance-based pay structure
  • Unlimited income potential.
  • Renewable income.
  • Numerous bonus programs and expense allowances.
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more.
  • Retirement Package and Pension Plan.
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance.
  • Family Planning.


Are you ready to change your life and the lives of your clients? Apply now