Financial Advisor

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