27 applicants

Company

Vensure Employer Solutions · 5 hours ago

Financial Advisor - NJ

United States

Full-time

Remote

Entry Level

$1,500/mo - $2,000/mo

1+ years exp

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Responsibilities

Goal Planning: They start by understanding your short and long-term financial goals and then create a plan to achieve them, considering your unique circumstances.

Budgeting: Advisors can help you create a budget to boost savings and manage expenses.

Investments: They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs.

Retirement Planning: Advisors assist with retirement planning, helping you navigate employer sponsored plans like 401(k)s and other options such as IRAs.

Taxes: While not all advisors handle tax filings, most can offer guidance considering current and future tax implications.

Insurance: They can help determine if life insurance or annuity products are suitable for you.

Help client with financial planning.

Retirement plans or disabilities.

Act as a financial advisor.

Pick up a new account 1 weekly, (own book of business or they will help them to build one).

Handle and grow own book of business.

Qualification

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Series 7 registered repSeries 6Series 63Financial advising experienceCollege educated

Required

Mandatory Licenses: Series 7 registered rep

Mandatory Licenses: Series 6

Mandatory Licenses: Series 63 or 65

Experience as a financial advisor of at least 1 year

Preferred

College educated, but not mandatory

Company

Vensure Employer Solutions

Vensure Employer Solutions is a privately owned professional employer organization (PEO) headquartered in Chandler, Arizona, with offices in Sarasota, Florida, and Duluth, Georgia.

Founded in 2004

Chandler, Arizona, USA

1001-5000 employees