Job Opportunities
Sequoia Financial Strategies is seeking an Associate Financial Professional to join a successful Financial Advisor's practice in the Morristown, NJ area.
We are looking for a team-oriented associate advisor with strong communication skills and a focus on long-term client relationships. The successful candidate will be mentored by a veteran advisor and will assist in all aspects of the practice, including direct client contact and advice. The candidate would be assigned existing clients to grow their book of business. Long-term, this could be a substantial succession plan opportunity.
Responsibilities
A successful candidate can expect to be responsible for the following:
- Directly communicate with clients via technology and daytime worksite meetings
- Assist with data collection and plan input
- Prepare, analyze, and present financial plans
- Research and present solutions for
retirement, investment, and insurance scenarios - Facilitate execution and follow-up after meetings
- Investment portfolio analysis and review
- Review insurance needs and provide quotes
Qualifications
- Positive attitude and extraordinary client service skills
- 1 + years of financial services sales experience
- Bachelor's Degree (preferred)
- Securities registered (preferred)
- NJ state insurance license (preferred)
- Excellent written and verbal communication skills
- Superior accuracy and high attention to detail
- Strong analytical/critical thinking skills
- Desire to build a book and be your own boss
Pay Information:
- Salary plus commission
- A base income will be provided as well as an opportunity to increase income through your sales efforts.
Please send your resume to alan(@)sfs-fp.com