Financial Advisor

Northeast Financial Network; Holmdel Township (NJ); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Full benefits

Pension

Compensation package

Job summary

A financial services company in Holmdel, NJ, is seeking a full-time Financial Advisor. The role involves providing comprehensive financial planning, developing personalized plans, and ongoing client support. Candidates should have a Bachelor's degree in a related field and knowledge of financial advisory practices. Relevant certifications are a plus. Interested candidates can apply via email.

Qualifications

• Knowledge of Financial Planning, Finance, and Financial Advisory is essential.
• Relevant certifications such as CFP® or similar are highly beneficial.
• Interest in Life insurance, Wealth Management, Retirement Planning and Investments is important.
• Strong communication and interpersonal skills.
• Ability to work independently and collaboratively – teaming culture.
• Bachelor's degree in Finance, Economics, or a related field is preferred.
• CFP® or similar certifications are highly beneficial.

Responsibilities

• Provide financial planning, retirement planning, investment advice.
• Build a book of business and meet with clients to understand their goals.
• Develop personalized financial plans and provide ongoing support.
• Utilize the Living Balance Sheet platform for advisory services.
• Collaborate within a team and cross-functional partners to deliver outcomes.

Skills

Knowledge of Financial Planning

Strong communication skills

Ability to work independently

Interpersonal skills

Education

Bachelor's degree in Finance, Economics, or a related field

CFP or similar certifications beneficial

Tools

The Living Balance Sheet

Job description

Overview

At Northeast Financial Network, we are dedicated to helping individuals and businesses make responsible financial decisions. Our historical partnership with The Guardian Financial Network allows our financial professionals to provide advice based on facts, ensuring optimal financial outcomes. As an Agency of The Guardian Life Insurance Company of America®, we follow a four-step process to help clients understand and manage their financial lives. We are located @ Bell Works in Holmdel, NJ, and offer an innovative environment for both our clients and team members, full benefits, pension and compensation package where applicable.

Role Description

This is a full-time role for a career Financial Advisor located in Holmdel, NJ. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and comprehensive financial advisory services. Day-to-day tasks include building a book of business, meeting with clients to understand their financial goals, developing personalized financial plans, and providing ongoing support and advice to help clients achieve financial success utilizing our exclusive financial planning platform, The Living Balance Sheet.

Qualifications

• Knowledge of Financial Planning, Finance, and Financial Advisory
• LAH, SIE, Series 6 or 7, 66 or 63 are preferred
• Interest in Life insurance, Wealth Management, Retirement Planning and Investments
• Strong communication and interpersonal skills
• Ability to work independently and collaboratively - teaming culture
• Bachelor\'s degree in Finance, Economics, or a related field is preferred
• Relevant certifications such as CFP® or similar are highly beneficial

Employer and Opportunities

We are excited to speak with you to explore career opportunities with NEFN | Guardian | Park Avenue Securities.

Apply

Send resume/CV: [e-mail]

Location

Holmdel, NJ