Financial Advisor/Financial Representative **In Person and Must have 5 plus years related work [...]

Certified Financial Services; Paramus (NJ); On-site; USD 21,600 - 26,400; Full time

Benefits offered by this job

Competitive benefits package

401(k) with Match and Roth options

Health and dental insurance

Tuition reimbursement

Continuing education opportunities

Job summary

A boutique financial planning firm in New Jersey is looking for a Financial Advisor with a strong entrepreneurial spirit. The role involves creating tailored financial plans, offering investment guidance, and building long-term client relationships. Candidates should possess strong communication skills, a passion for helping others, and a desire for continuous professional growth. The firm provides comprehensive training and a robust support system for success, making it an ideal opportunity for those looking to build a rewarding career in financial services.

Qualifications

• Strong interpersonal and communication skills.
• A passion for helping others positively.
• Desire to integrate life and work on personal terms.
• Willingness for continuous professional growth.
• Analytical and problem-solving mindset.

Responsibilities

• Create tailored financial and retirement plans.
• Offer investment advice and financial guidelines.
• Build and maintain long-term client relationships.
• Understand clients' goals and financial information.
• Keep financial strategies aligned with clients' goals.

Skills

Interpersonal skills

Communication skills

Analytical abilities

Problem-solving abilities

Entrepreneurial spirit

Education

Life and Health license

Series 7 and Series 66 licenses

Job description

Financial Advisor / Financial Representative – In Person (5+ years experience) | Paramus, NJ and Farmington, CT

Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of The Guardian Life Insurance Company, we deliver comprehensive financial services including insurance, investment strategies, and personalized financial planning. Our unique structure enables us to provide the advantage of a large firm while maintaining the personal touch and dedication of a local presence.

We are looking for highly driven candidates who are ready to take on a challenge. Experienced advisors and career changers are all welcome and encouraged to apply.

Role Description

As a Financial Associate at Certified Financial Services, you will play a vital role in helping clients achieve their financial goals. This full-time, hybrid role includes:

• Creating tailored financial and retirement plans.
• Offering investment advice and financial guidelines.
• Building and maintaining long‑term client relationships.
• Working with clients to understand their goals, concerns, and current financial information.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

This is an opportunity to build a career that aligns with your entrepreneurial spirit and values, supported by a high‑performing team and the resources of a Fortune 250 company. Build your own practice with the support you need to be successful with the help of CFS’s training and mentorship program.

Qualifications

We are seeking candidates with:

• Strong interpersonal and communication skills.
• A passion for helping others and making a positive impact in your community.
• An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
• A lifelong learner mentality with a desire to continue growing professionally.
• Analytical and problem‑solving abilities.
• A Life and Health license or the ability to obtain one.
• Ability to obtain Series 7 and Series 66 licenses (preferred within the first year).

What We Provide

• Tools and technology to help you appropriately gather, manage, and service your clients.
• Development and training—locally, virtually, and nationally—to support your educational needs.
• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
• Mentorship and joint‑work opportunities.
• Superior service and support.
• A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
• The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.

Why Certified Financial Services?

CFS offers a unique and rewarding career in financial services to highly motivated entrepreneurs, recent college graduates, people experienced in other careers, as well as financial professionals looking to offer more holistic financial planning opportunities to their clients. We understand that each member of this community has important goals—some financial, others personal—and at the core, our goals begin and end with a focus on the people who matter most in our lives.

We offer a collaborative environment, robust training programs, and the opportunity to create a meaningful impact in your clients’ lives. Whether you are looking to grow your career or are new to the financial services industry, CFS provides the tools and support to help you succeed.

With Certified Financial Service’s proven professional development process, you have the opportunity to grow into a successful financial professional. We provide the required resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step towards a career with CFS and unlock your full potential today!

Certified Financial Services is an Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly‑owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker‑dealer offering competitive investment products, as well as a registered investment advisor providing financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023‑155774