Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Serve as a collaborative team player willing to further development through continued training opportunities • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Sales experience preferred, but not required • Entrepreneurial mindset • Desire to help families and businesses address their financial needs • Strong business acumen • Professional business demeanor • Perseverance in the face of a challenge • Ability to engage your community and leverage personal networks/contacts Must live within 100 miles of the office in Wall Township, NJ Compensation: $115,917 yearly

• Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time