Financial Advisor, Red Bank

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $95,000 - $250,000 commission based Responsibilities: Design customized financial plans suitable for each client based on potential life changes and changing financial needs Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Assist clients inimplementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Bachelor’s degree in business administration, finance, or related field is required Superior customer service skills, math skills, relationship skills, and communication skills are preferred Current professional license CPA, orCFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years , we have been committed to keeping our promises,providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growthopportunities , we’d love to connect with you.