Financial Advisor | NJ 401(k) & Wealth Planning

Mid Penn Bank; New Brunswick, Northern (NJ, KY); Hybrid; USD 600 - 125,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

HSA/FSA

Life Insurance

Disability Insurance

401(k) Plan

Paid Time Off

Paid Holidays

Education Reimbursement

Employee Assistance

Job summary

Mid Penn Bank in New Jersey is seeking a Financial Advisor to serve clients and prospects in our New Jersey region. The role focuses on assessing client financial position and risk tolerance to build comprehensive plans, while advancing trust and wealth management.

You will work to grow employer-sponsored retirement plans, provide guidance to sponsors and participants, and help educate clients about wealth solutions.

Qualifications

• Bachelor's degree in a related field normally required.
• Maintain FINRA and State Insurance Licensing Certifications
• Minimum of three (3) years' experience in related positions

Responsibilities

• Grow and support employer-sponsored retirement plan business, focusing on 401(k) plans.
• Provide advisory guidance to plan sponsors and participants.
• Educate employers and HR leaders, deliver enrollment support and ongoing plan service.
• Attend organizational sales meetings and train colleagues on wealth management products.
• Maintain community involvement and network for business development.
• Solicit new business from current clients and prospects.
• Document all client communication in the Osaic note system.
• Meet compliance and regulatory requirements.

Skills

Financial advisory

Client relationship

Sales experience

Regulatory compliance

Licensing (FINRA/State Insurance)

Communication

Education

Bachelor's degree in related field

Tools

Osaic platform

CRM system

Job description

Mid Penn Bank in New Jersey is seeking a Financial Advisor to serve clients and prospects in our New Jersey region. The role focuses on assessing client financial position and risk tolerance to build comprehensive plans, while advancing trust and wealth management.

You will work to grow employer-sponsored retirement plans, provide guidance to sponsors and participants, and help educate clients about wealth solutions.