Junior Financial Advisor

Junior Financial Advisor We are a service-oriented FINANCIAL PLANNING firm providing an array of services ranging from fee-based financial plans to investments and insurance.
Our office is located in Freehold, NJ and provides a comfortable professional work environment.
Our office culture is friendly and relaxed without sacrificing the quality of our results.
As an independent financial firm, we value independence and maintain the highest professional standards.
We are seeking a junior financial advisor to be in client meetings, prepare and deliver financial plans, and have a strong desire to learn!
Responsibilities Interact with clients in-office and virtually to help them make informed financial decisionsPrepare and deliver financial plans and recommendationsResearch investments and financial planning topicsHave fun and enjoy the important work you do to benefit clients Qualifications Must have a BA/BS degreeMust have FINRA Series 7 and 66 securities registrations1–3 years in the financial services industry, preferably in client-facing or paraplanner roleEarned or working towards the CERTIFIED FINANCIAL PLANNER™ certificationFamiliarity with various platforms such as RightCapital, Morningstar® Advisor WorkstationSM, Advisor360, or Wealthscape is a plusStrong desire to grow your career and further your knowledge in the financial services industry Please upload your resume.