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Benefits offered by this job
Medical insurance
Vision insurance
401(k)
Pension plan
Disability insurance
Job summary
A leading financial services firm in New Jersey is looking for a highly motivated individual to join their team as a Regional Director. In this role, you will build client relationships, assist in retirement preparation, and develop financial plans. This position offers comprehensive training, starting part-time with potential growth into a full-time role with commissions. The company provides medical, vision, and 401(k) benefits.
Qualifications
No prior knowledge of financial services required, exposure is a plus.
Prepare to obtain required FINRA and state licenses.
Responsibilities
Develop relationships with clients and gather information for financial plans.
Prepare and review investment portfolio recommendations.
Help clients prepare for their retirement.
Skills
Self-starter
Customer service champion
Engaging communicator
Problem solver
Critical thinker
Prior sales experience
Networking skills
Education
College degree or equivalent work/life experience
High school diploma or GED equivalent
Job description
A leading financial services firm in New Jersey is looking for a highly motivated individual to join their team as a Regional Director. In this role, you will build client relationships, assist in retirement preparation, and develop financial plans. This position offers comprehensive training, starting part-time with potential growth into a full-time role with commissions. The company provides medical, vision, and 401(k) benefits.