Entrepreneurial Financial Advisor: Build Your Practice

Affinity-Federal-Credit-Union-1; Basking Ridge (NJ); On-site; USD 14,000 - 24,000; Full time

Job summary

Affinity Federal Credit Union in Basking Ridge, NJ is seeking an experienced Financial Advisor to join Affinity Investment Services.

You will interview and advise members on investments and insurance, build a comprehensive view of their financial picture, and offer suitable recommendations to help them reach goals.

With access to branch teams, LPL resources, and referrals, you will grow a practice while serving an established membership.

Qualifications

• 5+ years of Financial Advisor experience or related field.
• Strong client relationship and pipeline development.
• Ability to manage a practice independently with support from Affinity.
• Licensed to sell investment and insurance products per FINRA/State rules.
• Bachelor's degree preferred but not required.

Responsibilities

• Interview and advise members regarding investments and insurance products.
• Develop a comprehensive understanding of each client's financial picture.
• Provide suitable investment and insurance recommendations.
• Build long-term client relationships through ongoing communication and education.
• Develop and maintain relationships with branch and MSC teams and referral sources.
• Open accounts, maintain files, ensure regulatory compliance.

Skills

Communication skills

Relationship building

Independent work

Entrepreneurial spirit

Sales and advisory capabilities

Education

Bachelor's degree in finance or related field

Tools

Series 7

Series 66

Series 63

Series 65

Life & Health License

Job description

Affinity Federal Credit Union in Basking Ridge, NJ is seeking an experienced Financial Advisor to join Affinity Investment Services.

You will interview and advise members on investments and insurance, build a comprehensive view of their financial picture, and offer suitable recommendations to help them reach goals.

With access to branch teams, LPL resources, and referrals, you will grow a practice while serving an established membership.