Financial Advisor

Overview

At Northeast Financial Network
, we are dedicated to helping individuals and businesses make responsible financial decisions. Our historical partnership with The Guardian Financial Network allows our financial professionals to provide advice based on facts, ensuring optimal financial outcomes. As an Agency of The Guardian Life Insurance Company of America®, we follow a four-step process to help clients understand and manage their financial lives. We are located @ Bell Works in Holmdel, NJ, and offer an innovative environment for both our clients and team members, full benefits, pension and compensation package where applicable.

This is a full-time role for a career Financial Advisor located in Holmdel, NJ. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and comprehensive financial advisory services. Day-to-day tasks include building a book of business, meeting with clients to understand their financial goals, developing personalized financial plans, and providing ongoing support and advice to help clients achieve financial success utilizing our exclusive financial planning platform,
The Living Balance
Sheet
.

• Knowledge of Financial Planning, Finance, and Financial Advisory
• LAH, SIE, Series 6 or 7, 66 or 63 are preferred
• Interest in Life insurance, Wealth Management, Retirement Planning and Investments
• Strong communication and interpersonal skills
• Ability to work independently and collaboratively - teaming culture
• Bachelor s degree in Finance, Economics, or a related field is preferred
• Relevant certifications such as CFP® or similar are highly beneficial

We are excited to speak with you to explore career opportunities with NEFN | Guardian | Park Avenue Securities.

Send resume/CV
: maryann

Holmdel, NJ