Financial Advisor - NJ

Vensure Employer Solutions•New Jersey, NY

15d

About The Position

A Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning.

Requirements

College educated, but not mandatory.
Mandatory Licenses: Series 7 registered rep
Series 6
Series 63 or 65
Experience as a financial advisor of at least 1 year.

Responsibilities

Goal Planning: They start by understanding your short and long-term financial goals and then create a plan to achieve them, considering your unique circumstances.
Budgeting: Advisors can help you create a budget to boost savings and manage expenses.
Investments: They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs.
Retirement Planning: Advisors assist with retirement planning, helping you navigate employersponsored plans like 401(k)s and other options such as IRAs.
Taxes: While not all advisors handle tax filings, most can offer guidance considering current and future tax implications.
Insurance: They can help determine if life insurance or annuity products are suitable for you.
Help client with financial planning.
Retirement plans or disabilities.
Act as a financial advisor.
Pick up a new account 1 weekly, (own book of business or they will help them to build one).
Handle and grow own book of business.