Apply on Employer Site

Transamerica Agency Network · 9 hours ago

Financial Services Professional

Mount Laurel, NJ

Full-time

Onsite

New Grad, Entry Level

Transamerica Agency Network specializes in helping individuals, families, and businesses plan and secure their financial futures. In this role, you will assist clients in creating customized financial plans and strategies, conduct financial assessments, and provide retirement planning services.

Responsibilities

Assist individuals, families, and businesses in creating customized financial plans and strategies to meet their long-term goals

Conducting financial assessments

Providing retirement planning services

Recommending financial products

Delivering tailored guidance to ensure clients' financial security

Qualification

Financial PlanningRetirement PlanningFinancial Services KnowledgeClient Relationship ManagementCFP CertificationCommunicationTeam Collaboration

Required

Expertise in Financial Planning, Finance, and Retirement Planning

Knowledge of Financial Services and familiarity with industry products

Excellent Communication skills, including the ability to explain complex financial concepts in an accessible manner

Experience in client relationship management and a focus on providing tailored solutions

Ability to work effectively in an on-site team environment in Mount Laurel, NJ

Preferred

Relevant certifications such as CFP or advanced training in financial planning are a plus

Company

Transamerica Agency Network

At Transamerica Agency Network, we believe that Wealth + Health are inextricably linked, and that living well tomorrow starts with the habits we form today.

Founded in 2011