Financial Services Professionals
reputed company New Jersey-NYC is seeking Financial Services Professionals to join our Warren NJ office. This role involves working directly with clients to understand their financial goals and deliver tailored strategies, including retirement planning and investment management.
Responsibilities
- Build and manage a growing client portfolio through relationship-based financial planning
- Deliver expert guidance in areas such as retirement strategies, investment planning, and wealth management
- Educate clients on insurance options and risk reputed company
- Specialize in or support families with special needs planning
- Stay reputed company on financial regulations, markets, and planning techniques
- Work both independently and as part of a supportive, growth-focused team
- Maintain compliance with industry regulations and firm standards
Skills
- 1–5 years of experience in financial services, advising, or planning
- Fully licensed: Life & Health Insurance, Series 7, and Series 66
- Proven ability to build strong client relationships based on trust and performance
- Excellent communication and interpersonal skills
- Driven, coachable, and goal-oriented
- Passionate about helping others improve their financial future
- Bachelor's degree or higher
Benefits
- Medical Insurance
- Vision Insurance
- Dental Insurance
- 401(k) Match
- Disability Insurance
- Uncapped earning potential
- Performance Bonuses & Incentives
- Hybrid Flexibility
- National Recognition Conferences and Trips
Company Overview
Company H1B Sponsorship