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Financial Services Professional
2 months ago
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.
Key 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
- Contribute to a collaborative and dynamic team environment
Requirements:
- 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 PLANNERTM 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 to apply for this exciting opportunity.