Wealth Management Advisor

Overview

If you are outgoing, have high energy, and love new challenges everyday then this is something you want to explore. This is an excellent opportunity for individuals with an entrepreneur mindset, who desire to run their own business, control to make their own schedule, and still have the luxury to be backed by a Fortune 500 Company.

While 2 years of management experience is preferred, it is not needed. What is a MUST, is someone who has a high-level work ethic, a strong sense of resiliency and the ability to market themselves.

Year 1

• Learn to build your own Financial Planning Practice by guiding and coaching clients toward their financials goals.
• Learn how to attract and build a team.
• Pass Exams:
  Life, Health, SIE, Series 63, Series 6 and Series 7

Year 2

• Explore leadership and mentor roles.
• Continue running and building your own Financial Planning Practice.
• Further your personal education with continued licensing.

Year 3 through Retirement

are unique to the individual and within their control. Leadership and growth opportunities will be discussed in the interview process.

• Hybrid Working Environment - in person expectation 4 days per week for new advisors.
• Medical, Dental, Vision and Life & Disability Income Insurance
• Mental Health and Well-Being support options
• Maternity and Paternity
• Retirement Package
• Pension Options
• Series 7, investment licenses, CFP and more support and sponsorship.
• Health insurance
• Life insurance

• Bachelor's (Required)

• Driver's License (Required)

• Princeton, NJ 08540

• Drug test

* DOD Skill Bridge Candidates Encouraged to Apply*