LICENSED FINANCIAL ADVISOR

We are seeking Licensed Financial Advisors with a Series 7, 65, or 66 licenses who have a good background in sales and are skilled in following a structured process to client success. As a Financial Advisor, you will meet with clients in the office and participate in local events, including dinner seminars. This role is ideal for someone who enjoys building client relationships and excelling in a client-focused environment. Work Schedule: Monday to Thursday: 9:00 AM to 6:00 PM (with occasional late appointments and dinner seminars) Friday: 9:00 AM to 3:00 PM Responsibilities: Client Consultations: Conduct in-office meetings with clients to assess their financial needs and provide personalized financial planning and investment advice. Utilize a structured, proven process for financial advising that guides clients to make informed decisions and ensures high levels of client satisfaction. Attend Local Events: Participate in company-hosted events and dinner seminars held at upscale restaurants in the area to engage with prospective clients. Sales and Client Acquisition: Use your expertise in sales to convert qualified leads into clients and develop long-term relationships through personalized financial services. Ongoing Financial Management: Monitor and adjust client portfolios as needed, providing regular updates and ongoing support to ensure their financial strategies are aligned with goals. Event Participation: Be available for late appointments and dinner seminars to meet prospective clients and discuss financial planning opportunities in a relaxed, upscale setting. Working hours: 9:00 AM - 6:00 PM Skills: Prior experience in the same role Education: Bachelors Experience: 1-4 years Qualifications: Active Licenses Series 65 (or 66) and 7 licensed 1 year of experience in financial advising or a related field (preferred) Ethical and committed to delivering high-quality client care Willing to work hard and manage the clients we generate for you Location Requirements: Manalapan, NJ 07726: You must reliably commute or be planning to relocate before starting work. If you're an experienced financial advisor ready to take advantage of a full marketing budget and endless growth opportunities, apply today! Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact . Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility). key responsibilities Client Consultations: Conduct in-office meetings with clients to assess their financial needs and provide personalized financial planning and investment advice.Utilize a structured, proven process for financial advising that guides clients to make informed decisions and ensures high levels of client Local Events: Participate in company-hosted events and dinner seminars held at upscale restaurants in the area to engage with prospective clients.Sales and Client Acquisition: Use your expertise in sales to convert qualified leads into clients and develop long-term relationships through personalized financial services.Ongoing Financial Management: Monitor and adjust client portfolios as needed, providing regular updates and ongoing support to ensure their financial strategies are aligned with goals.Event Participation: Be available for late appointments and dinner seminars to meet prospective clients and discuss financial planning opportunities in a relaxed, upscale setting. experience 1-4 years skills Prior experience in the same role qualifications Active LicensesSeries 65 (or 66) and 7 licensed1 year of experience in financial advising or a related field (preferred)Ethical and committed to delivering high-quality client careWilling to work hard and manage the clients we generate for you education Bachelors

Created: 2024-11-05