Financial Advisor

Category:

Banking & Financial Services

Employment Type:

Direct Hire

Reference:

BH-378246-4

Financial Advisor

Location:
Manalapan, NJ
Schedue:
Fully onsite
Comp:
Base + Commissions

Qualifications:

* Open to all levels/years of experience.
* Must have either a Series 7, 65 or 66 license.
* Experience in Asset Management, Wealth Management, Retirement, Estate Planning.
* Must be hungry, aggressive money focused.
* Comfortbale meeting an average of 80 families per week (that range between $800K to $3M).
* This is NOT a cold calling role, but rather more of a heavy marketing position - you will have leads to get in the door in the door, then which the firm will help them put together the best plans for Wealth Management, Asset Management, Retirement, and/or Tax.
* Goal is to scale the company get an experienced advisors who can learn and pair what they have done.
* Hard working advisor that wants to meet new prospects - will require attendance at dinner seminars (2 to 3 per week over the span of 48 weeks per year).
* Work alongside Estate Planning Attorneys.

Estimated Min Rate: $50,000.00
Estimated Max Rate: $60,000.00

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities

to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.