Financial Advisor | Build Your Own Financial Services Practice

Barnum Financial Group

Woodbridge Township (NJ)

On-site

USD 50,000 - 100,000

Full time

12 days ago
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Benefits offered by this job

Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Retirement plan
Vision insurance

Job summary

Barnum Financial Group is seeking motivated professionals to build a career as a Financial Advisor by developing client relationships and establishing their own financial services practice. The role supports client meetings, the development of financial strategies across key planning areas, and the pursuit of required industry licenses.

This independent-contractor opportunity emphasizes client-facing advisory work for individuals, families, and business owners, along with the responsibility of

Qualifications

  • Strong communication skills.
  • An entrepreneurial mindset with self-motivation.
  • Ability to build and maintain professional relationships.
  • Willingness to learn and coachability.
  • Goal-oriented approach.

Responsibilities

  • Build and grow your own client relationships and professional network.
  • Meet with individuals, families, and business owners to understand financial goals.
  • Create financial strategies covering protection, retirement, investments, and long-term financial planning.
  • Educate clients on financial products and strategies aligned to their needs.
  • Develop and manage your own business.
  • Participate in training, mentoring, coaching, and professional development.
  • Strengthen relationships within your community and professional network.
  • Work toward obtaining appropriate industry licenses, including a Life & Health License and Series Licenses.

Skills

Strong communication
Entrepreneurial mindset
Relationship building
Willingness to learn
Goal-oriented

Job description

Barnum Financial Group is seeking motivated professionals to build a career as a Financial Advisor by developing client relationships and establishing their own financial services practice. The role supports client meetings, the development of financial strategies across key planning areas, and the pursuit of required industry licenses.

Role Overview

This independent-contractor opportunity emphasizes client-facing advisory work for individuals, families, and business owners, along with the responsibility of developing and managing a personal business. Training, mentoring, coaching, and professional development are included to support ongoing growth.

Key Responsibilities
  • Build and grow your own client relationships and professional network
  • Meet with individuals, families, and business owners to understand financial goals
  • Create financial strategies covering protection, retirement, investments, and long-term financial planning
  • Educate clients on financial products and strategies aligned to their needs
  • Develop and manage your own business
  • Participate in training, mentoring, coaching, and professional development
  • Strengthen relationships within your community and professional network
  • Work toward obtaining appropriate industry licenses, including a Life & Health License and Series Licenses
Requirements
  • Strong communication skills
  • An entrepreneurial mindset with self-motivation
  • Ability to build and maintain professional relationships
  • Willingness to learn and coachability
  • Goal-oriented approach
Compensation and Contract Details

This is an independent-contractor opportunity with performance-based compensation. Compensation may include commissions, GDC payouts, renewal commissions, and, where applicable, allowances and bonuses.

Pay range: USD 50,000 to 100,000 per year. Earnings vary based on production, experience, product mix, and other factors.

Benefits
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Retirement plan
  • Vision insurance
Location

The role is based in Iselin, NJ with in-person work in Iselin, NJ 08830 and surrounding Central New Jersey communities. Ability to commute to the listed location is required.

Who May Be a Strong Fit
  • Sales and business development
  • Banking and financial services
  • Insurance
  • Real estate
  • Mortgage
  • Recruiting
  • Account management
  • Entrepreneurship
  • Consulting
  • Customer relationship management
  • Experienced professionals considering a career change
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