Roxbury Financial, LLC · 1 day ago
Financial Advisor
Mount Arlington, NJ
Full-time
Hybrid
Mid LevelRoxbury Financial, LLC is seeking highly motivated CERTIFIED FINANCIAL PLANNERS™ to join their team as Financial Advisors. This role offers the opportunity to grow and work with your own investment advisory clients while utilizing financial planning software to create comprehensive financial plans and deepen client relationships.
Financial Services
Responsibilities
Gather and analyze client financial data
Utilize financial planning software to create comprehensive financial plans
Interact with existing clients and deliver financial planning results
Network, meet new people, and develop relationships to grow your client base
Deepen existing relationships to expand advisory practice
Qualification
Required
Series 65 or CERTIFIED FINANCIAL PLANNER™ designation required
Strong interpersonal skills and a passion for working with people
Self-motivated with an entrepreneurial mindset to build your own practice
Ability to work collaboratively in a team-oriented environment
Background check required
Proficiency with financial planning software and tools
Investment advisory experience
Preferred
CPA or EA
Estate, Trust, Tax Attorney
CFA
Benefits
401(k) with company match
Company
Roxbury Financial, LLC
Roxbury Financial provides comprehensive Financial Advisor Services including Portfolio Management, Retirement Planning, and Customized Income Strategies.
Founded in 2018
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase