Integrated Financial Concepts · 1 day ago
Financial Services Representative (Entry-Level) | Financial Advisor
Red Bank, NJ
Full-time
Onsite
New Grad, Entry LevelIntegrated Financial Concepts is a growing financial services firm committed to helping individuals and families plan for their financial futures. As an Entry-Level Financial Services Representative, you will learn to build client relationships and support the delivery of personalized financial strategies, while receiving structured training and mentorship.
Financial Services
Responsibilities
Learn and apply foundational financial planning and wealth management concepts
Build client relationships through firm-supported marketing, referrals, and networking
Assist with client meetings, fact-finding, and financial needs analysis
Support servicing of client accounts, including paperwork and administrative processes
Participate in ongoing training, coaching, and professional development
Develop strong communication, relationship-building, and client-facing skills
Qualification
Required
Interest in a financial advisor or financial services career
Strong communication and interpersonal skills
Positive attitude, strong work ethic, and willingness to learn
Self-motivated with the ability to accept coaching and feedback
High level of integrity, professionalism, and ethical standards
Comfortable working in a fast-paced, growth-oriented environment
Preferred
Bachelor's degree preferred, or equivalent professional or educational experience
Benefits
Performance-based compensation with long-term earning potential
Opportunity for a full benefits package, including medical, dental, life, healthcare, and pension
401(k) retirement plan
Tuition reimbursement for professional licenses and industry designations
Recognition and incentive programs, including travel opportunities
Company
Integrated Financial Concepts
At Integrated Financial Concepts, we do work that matters in a culture where people matter.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
VICTOR MURO
Co-Founder of Integrated Financial Concepts
Company data provided by crunchbase