This job has expired

Financial Advisor

Employer
Benjamin F. Edwards
Location
Northfield, New Jersey
Salary
Salary commensurate with experience
Closing date
Mar 21, 2022

View more

Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Pursuing
You need to sign in or create an account to save a job.

Benjamin F. Edwards Company (BFE) is a privately held predominately employee-owned investment firm with a storied history spanning over 130 years. BFE is highly regarded, client-centered, and built upon time-honored values of trust, integrity, and mutual respect. Through a network of 73 branch offices across 27 states the firm is enjoying robust growth. With the resources and capabilities of the largest firms but with the culture of a family and employee-owned business, we invite high-quality candidates t0 explore an opportunity to join our firm. For more information, please visit https://benjaminfedwards.com/careers/.

The Northfield N.J. branch is seeking experienced advisors to join successful well-established teams to help provide a superior level of service to our client base. This is a unique opportunity to work directly with teams of experienced professionals, and an opportunity to participate in a partnership succession plan.

Essential Tasks Include:

-Assist in servicing existing clients and appealing to prospective new clients.

- Prepare investment solutions and reports for client presentations.

- Collect and input data to create financial plans using MoneyGuidePro.

- Periodically monitor and update those financial plans.

- Assist with client onboarding and service requests.  

- Collaborate with other advisors.

- Conduct investment research, analysis, and reporting.

- Create and advance marketing campaigns.

The perfect candidate would possess most of the following qualities and skillsets:

- Diligent, self-motivated, professional, analytical, attention to detail, service orientated.

- Excellent written and communication skills

- Dedicated team player

- Managerial skills, forward thinking, ability to envision with a wide view.

- Empathic and passionate about helping clients reach their financial goals.  Clients’ success is our success.

Experience in the financial planning industry is required. The preferred applicant would have a Series 7 and 66 along with a CFP or be willing to obtain those licenses in the near future. Life, Health and LTC licenses are also preferred.  Bachelor’s degree or higher-level education.

If you are interested in this promising opportunity, please send your letter of introduction along with your resume to peter.tampellini@benjaminfedwards.com.  

 

Benjamin F. Edwards & Co. is an Equal Opportunity Employer

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert