Financial Advisor

MARG Financial; Wall (SD); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Base subsidy and commission structure

6-month Apprenticeship program

48-month residency program with base 9

Annual recognition trip with travel

Quarterly performance contests

Work life balance – set and run your‑r

Access to senior mentors

Job summary

margFINANCIAL seeks aspiring Financial Professionals for an entry-level business development role to build a client base and deliver tailored financial solutions. You will work with mentors to grow a professional network and achieve regulatory licenses as part of a six-month training program.

The program includes base subsidy, competitive commissions, renewal fees, and travel opportunities for top performers, with a focus on work-life balance and ongoing development.

Qualifications

• As a Financial Advisor you should have integrity, a high level of ethical standards and have a successful track record in leadership, marketing, or business development positions.
• Bachelor’s Degree is required.
• Excellent written and verbal communication skills, strong interpersonal abilities, and teamwork orientation.
• Ability to obtain required licenses and registrations including Series 7 and 66.

Responsibilities

• Develop a practice by building an active client base and working with clients to assess needs.
• Implement suitable financial solutions and collaborate with mentors and senior advisors to grow your network.
• Deliver professional financial guidance consistent with regulatory requirements.

Skills

Interpersonal skills

Written and verbal communication

Team collaboration

Independent work ability

Education

Bachelor’s Degree

Job description

Overview

Self-starter, team player, social butterfly, life-long learner….

Sound like you? Then you sound like us!

Are you looking to start your career or looking to change careers and want to use your competitive spirit, passion and motivation to join one of the fastest growing industries? Then join our growing financial services team at Mid Atlantic Resource Group margFINANCIAL. At margFINANCIAL we are a comprehensive financial services firm that provides objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals. We are looking for aspiring Financial Professionals, to join in an entry level business development role, to use your entrepreneurial spirit to develop a practice by building an active client base; working with clients to assess their needs, developing strategies to help them achieve their goals, and implementing those recommendations by offering the appropriate solutions.

As a Financial Advisor, you will receive:

• Base subsidy and competitive commission sales structure, including renewal fees and bonus’
• Paid 6-month Apprenticeship program; 48-month residency program with base subsidy
• Annual recognition trip with international travel opportunities for top performers
• Quarterly performance contests and incentive programs
• Work life balance – set and run your own schedule
• Access to successful senior advisors to provide mentorship

Responsibilities

As a Financial Advisor, you will be expected to develop a practice by building an active client base, work with clients to assess their needs, and implement suitable financial solutions. You will collaborate with mentors and senior advisors to grow your professional network and deliver professional financial guidance consistent with regulatory requirements.

Job Requirements

As a Financial Advisor you should have integrity, a high level of ethical standards and have a successful track record of past successes, preferably in leadership, marketing, or business development positions.

Additional requirements of the Financial Advisor include:

• Bachelor’s Degree
• Demonstrated successful track record with a proven ability to accomplish stated sales goals
• Excellent written and verbal communication skills
• Strong interpersonal skills
• Ability to work independently and within a team
• Ability to obtain required licenses and registrations, including the Series 7 and 66

About Us

Under the leadership of Lawrence “Larry” Buccheri, margFINANCIAL is an independently owned and operated firm that specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in Wall Township, New Jersey and has additional office locations in Totowa, New Jersey and Hamilton, New Jersey.

As a Financial Advisor, you are responsible for achieving various licenses and registrations necessary to be able to offer life insurance, health insurance, securities and investments; we are committed to your success and offer assistance to help you attain the registration and licenses with compensation paid upon starting the advisor development training program. In this entry level role, we will provide you with a comprehensive six-month training program along with partnering you with an experienced mentor.

Securities offered through Cetera Wealth Services, LLC (doing Insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976) member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC a registered investment adviser. Cetera is under separate ownership from any other named entity.

margFINANCIAL and its affiliated companies are independently owned and operated. CA Insurance Lic# 0E50718