Independent Financial Advisor

Malecki Financial Group; Edison (NJ); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Independent Financial Advisor to join their dynamic team. This role offers the freedom to serve clients your way while receiving ongoing training and support to maximize your practice's potential. With competitive compensation and performance-based incentives, you can focus on delivering exceptional value and building strong client relationships. If you are an experienced advisor looking to take control of your career and thrive in a collaborative environment, this opportunity is perfect for you. Join us to redefine your future in financial services.

Benefits

Competitive compensation

Performance-based incentives

Ongoing training and mentorship

Tailored growth plans

Access to financial tools

Collaborative environment

Qualifications

• FINRA Series 7 and 66 registrations required.
• Proven experience in financial planning and wealth management.
• Strong analytical and communication skills.

Responsibilities

• Build and manage a financial advisory practice tailored to clients' needs.
• Provide ongoing training and mentorship to clients.
• Utilize cutting-edge financial tools to enhance service delivery.

Skills

Financial Planning

Wealth Management

Investment Advising

Analytical Skills

Communication Skills

Relationship Management

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Bachelor’s degree in Economics

Tools

AdviceWorks

MyAdvice Architect

Financial Tools and Technology

Job description

Join Our Team as an Independent Financial Advisor

Are you an experienced advisor ready to own your future without being alone?

Whether you're looking to transition your current book, streamline your operations, or grow within a collaborative culture, we help you build a practice that fits your lifestyle.

Location: Anywhere!

Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Why Go Independent?

Independence doesn't mean navigating the journey on your own: it gives you the freedom to build your business your way—without limits and with support when you need it.

Make decisions that align with your clients’ goals, focus on growth, and reclaim your time. Without limitations or distractions, you can deliver exceptional value, strengthen relationships, and create the future you’ve always envisioned.

Making the move to independence involves big decisions—financial implications, operational challenges, and client retention. You need an experienced partner to help you navigate your transition confidently, providing guidance, resources, and support. We’re here to help.

What We Offer

• Freedom to serve your clients your way.
• Competitive compensation with performance-based incentives.
• Ongoing training, mentorship, and career development opportunities.
• Tailored growth plans to maximize your book.
• Access to cutting-edge financial tools and technology.
• Maximize Practice Efficiency with AdviceWorks.
• Simplify Portfolio Management with MyAdvice Architect.
• A unique investment strategy designed around your timeline—Advanced Time Segmentation.
• Integrated online marketing and growth software.
• A supportive, collaborative environment.

Qualifications

• FINRA Series 7 and 66 (or 63 & 65) registrations required.
• State Life & Health Insurance license (or willingness to obtain).
• Proven experience in financial planning, wealth management, or investment advising.
• Existing book of business with GDC over $250,000 preferred.
• Strong analytical, communication, and relationship skills.
• Ability to work independently and as part of a team.
• High ethical standards and a client-first approach.
• Bachelor’s degree in Finance, Business, Economics, or related field preferred.

Additional Information

Seniority level: Mid-Senior level

Employment type: Internship

Job function: Finance and Sales

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