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Experior Financial Group · 23 hours ago

Financial Services Professional

Vineland, NJ

Full-time

Onsite

New Grad, Entry Level

Experior Financial Group is looking for a Financial Associate in Vineland, NJ and surrounding areas. As an associate, you'll be an integral member of a team that helps clients reach their financial goals by providing high-quality expert advice and customized financial solutions.

Financial ServicesInsuranceLife Insurance

Growth Opportunities

Hiring Manager

Starsha Patton

Responsibilities

Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance

Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers

Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client’s information that can help them make informed decisions

Complies with all the company's risk and regulatory standards, policies, and controls

Qualification

Financial analysisClient relationship managementAnalytical skillsProblem-solvingServant attitudeAmbitionVisionarySelf-directedQuick learnerEffective communicationIntegrityReliabilityPositive outlook

Required

You can think creatively and solve problems in a fast-paced environment

You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information

You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships

You must have integrity

You are caring, reliable, and have a servant attitude

You are a listener and an effective communicator

You are both generous and humble

You are ambitious with the qualities of a teacher

You are dedicated and passionate

You are a visionary and a mover

You possess a positive outlook and are relatable

You maintain a clean and professional appearance

You have reliable transportation

You are looking for a fresh start with a company that makes a REAL difference

Our associates need to be self-directed, hardworking individuals