Entrepreneurial Financial Advisor: Grow Your Practice

Affinity Federal Credit Union; Basking Ridge (NJ); On-site; USD 22,000 - 26,000; Full time

Job summary

Affinity Federal Credit Union is seeking an experienced Financial Advisor to join Affinity Investment Services (AIS) and cover the Flemington, Denville, and New Providence, NJ territories. You will build and grow your practice by serving an established membership and delivering personalized investment and insurance advice through LPL Financial resources.

Applicants should have 5+ years of advisor experience, strong relationship skills, and the ability to work independently while collaborating

Qualifications

• Interview and advise Affinity members regarding investment and insurance products and services.
• Develop a comprehensive understanding of each client's financial picture and objectives.
• Provide suitable investment and insurance recommendations to meet client needs.

Responsibilities

• Open customer accounts and maintain client files.
• Maintain compliance with Affinity Investment Services and LPL Financial policies.
• Build long-term client relationships through ongoing communication and education.
• Develop relationships with branch and external referral sources.
• Participate in marketing and prospecting activities to grow client base.

Skills

Client relationship management

Communication skills

Independent work

Education

Bachelor's degree (preferred)

Industry certifications (Series 7/66 or Series 7/63/65)

Job description

Affinity Federal Credit Union is seeking an experienced Financial Advisor to join Affinity Investment Services (AIS) and cover the Flemington, Denville, and New Providence, NJ territories. You will build and grow your practice by serving an established membership and delivering personalized investment and insurance advice through LPL Financial resources.

Applicants should have 5+ years of advisor experience, strong relationship skills, and the ability to work independently while collaborating