Financial Services Representative

Integrated Financial Concepts • Red Bank, NJ, US

Posted 1 year ago

Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities

Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
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
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Qualifications

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Valid FINRA Series 7 & 63/66 preferred but not required
Requires a Bachelor’s degree in business administration, finance, or other related field
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

Compensation

$80,000 - $135,000/year

About Integrated Financial Concepts

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 growth opportunities, we’d love to connect with you.