Strategic Financial Growth Advisor

4 weeks ago


Englishtown, New Jersey, United States Yoh Full time

We are seeking an experienced Financial Advisor to join our team at Yoh, a Day & Zimmermann company. As a key member of our financial services team, you will play a crucial role in driving business growth and delivering exceptional client results.

Salary: $70,000 - $80,000 + Commission (estimated total compensation: $200,000+)

This is a fantastic opportunity for a highly motivated and experienced advisor to join our team and contribute to the company's success. You will be responsible for developing and implementing strategic plans to drive business growth, identifying new opportunities, and building strong relationships with clients.

Key Responsibilities:

  • Develop and implement strategic plans to drive business growth
  • Identify new opportunities and develop strategies to capitalize on them
  • Build and maintain strong relationships with clients
  • Work closely with estate planning attorneys to deliver comprehensive wealth management solutions

Requirements:

  • Minimum 2-3 years of experience as a financial advisor
  • Series 7, 65, or 66 license
  • Experience in asset management, wealth management, retirement, and estate planning
  • Able to work in a fast-paced environment and meet sales targets
  • Strong communication and interpersonal skills

Benefits:

  • Competitive salary and commission structure
  • Opportunities for career advancement and professional growth
  • Collaborative and dynamic work environment

About Us:

Yoh, a Day & Zimmermann company, is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client results.



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