Financial Advisor (Experienced)

Integrated Financial Concepts; Roseland (NJ); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Unlimited income potential

Full benefits package

401(k) plan

Tuition reimbursement

Recognition and awards programs

Job summary

A financial services firm is seeking an experienced Financial Advisor in Roseland, NJ. The successful candidate will develop a client base, maintain client accounts, and provide tailored financial solutions. The role requires strong interpersonal skills, a track record of success, and a commitment to client integrity. This position offers competitive compensation with unlimited income potential and comprehensive benefits.

Qualifications

• Minimum of 3+ years of experience with a proven track record.
• Personable and caring, with excellent interpersonal skills.
• Self-starter with strong ownership and learning agility.

Responsibilities

• Develop a client base through marketing and referrals.
• Maintain and service current client accounts.
• Perform needs analysis to provide client-centric financial solutions.
• Build and maintain long-term client relationships with personalized financial solutions.
• Conduct fact gathering and needs analysis to tailor advice.

Skills

Client relationship management

Communication skills

Entrepreneurial mindset

Integrity and ethics

Honesty & ethics

Relationship building

Ownership & accountability

Fast learner

Education

Bachelor's degree in a relevant field

Job description

About the job Financial Advisor (Experienced)

At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn't just about numbers, it's about keeping promises to our clients and each other.

We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial services practice. You will be in business for yourself, but not by yourself.

So how do we help you practice and grow?

For new and experienced professionals, we offer continuous group training, one on one development planning, state of the art training programs, referral base approach classes, marketing seminars, and more! What makes us unique in our training is that they are all based around the individual working in that market, not a general layout for groups of agents throughout the country. Growth is continuous, so we always have something new and exciting to teach you to help you continue to grow your practice.

Integrated Financial Concepts offers a competitive compensation package including:

• Unlimited income potential with some of the top payouts in the industry*
• Opportunity for full benefits package (medical, dental, life, healthcare, and pension)
• Great 401(k) plan
• Tuition Reimbursement program for professional designations
• Recognition and award programs including trips to desirable worldwide destinations

Responsibilities

• Working within our established marketing lanes and lead sources to develop a client base.
• Prospecting for clients through referrals, personal observation, and networking.
• Day to day servicing of current client accounts (submit paperwork, submitting trades, etc.)
• Developing and maintaining long term relationships with clients.
• Client interfacing to perform a fact gathering and needs analysis to arrive at a client-centric financial solution.
• Attending 1 on 1 trainings, mentoring, and group training to help ensure you are given proper guidance and attention at all times.
• Establishing high level relationships with client base that will enhance long-term working partnerships.

Qualifications

• A minimum of 3+ years experience with a proven track record of success.
• Bachelor's degree in a relevant field or equivalent experience would be a plus.
• An entrepreneurial mindset: you are motivated by the opportunity to help prospective clients while focusing on personal growth.
• You are personable and caring, with a natural ability to connect and communicate with others.
• Enthusiastic, high energy, and positive attitude.
• Self-starter with strong sense of ownership, learning agility and ability to work autonomously.
• Honesty, Integrity, & Ethics: you can be trusted to do the right thing for clients and for the team.
• Must have excellent communication and interpersonal skills.
• Quick learner that is comfortable in a fast-paced, dynamic environment.
• Strong sense of mission and passion.
• Total commitment in everything you do.

*Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. Not all packages are available to all advisors.

To offer securities and investment advisory services as a Financial Advisor, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services Inc., Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, 848-200-7170. Integrated Financial Concepts is independent of Equity Services, Inc. TC7543078(0125)1