Wealth Strategy Advisor

International Planning Alliance, LLC; Shrewsbury (NJ); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Benefits plan

Health and dental insurance

401(k) with Match

Signing bonus

Job summary

Planning Alliance is seeking a Financial Representative to serve individuals and businesses in your community, helping protect their futures with tailored strategies and products. You will build lasting client relationships, develop personalized financial plans, and collaborate with professionals to offer comprehensive solutions.

As a multi-generational, Guardian Life partner, the firm emphasizes integrity, continuous learning, and growth opportunities.

Qualifications

• Must be a US citizen or permanent resident.
• Willing and able to obtain NJ/NY/FL Life, Accident, Health licenses, FINRA SIE, Series 7, Series 66.
• A four-year degree in Business, Finance or Financial Planning.

Responsibilities

• Build meaningful client relationships and understand financial goals.
• Develop financial strategies using appropriate products and services.
• Monitor and adjust client plans as goals evolve.
• Stay updated on market trends and regulatory changes.
• Collaborate with other professionals to offer comprehensive solutions.

Skills

Self-motivation

Relationship building

Sales experience

Entrepreneurial spirit

Client-facing communication

Education

Bachelor's degree in Finance or Business

Job description

Planning Alliance is seeking a Financial Representative to serve individuals and businesses in your community, helping protect their futures with tailored strategies and products. You will build lasting client relationships, develop personalized financial plans, and collaborate with professionals to offer comprehensive solutions.

As a multi-generational, Guardian Life partner, the firm emphasizes integrity, continuous learning, and growth opportunities.