Financial Services Professional

About the Role

This full-time Financial Services Professional role is a hybrid position based in Mt. Laurel, NJ, with flexibility for some work from home.

Key Responsibilities

• Meet with clients to assess their financial situations, goals, and risk tolerance.
• Develop customized strategies for savings, retirement planning, protection, and income in retirement.
• Present suitable financial solutions.
• Explain product features.
• Educate clients on how wealth and health decisions impact their long-term security.
• Maintain ongoing client relationships.
• Review plans regularly and adjust strategies as clients’ needs and circumstances change.
• Stay current on industry trends.
• Adhere to regulatory requirements.
• Collaborate with team members to deliver a high standard of service.

Requirements & Tech Stack

• Finance and Financial Services knowledge.
• Ability to understand and explain a range of financial products and solutions.
• Financial Planning and Retirement Planning experience or demonstrated aptitude.
• Ability to assess client needs and create long-term strategies.
• Communication skills: Active listening, clear presentation of complex information, building trusted client relationships.
• Relevant licensing or willingness to obtain required state insurance and securities licenses within an established timeframe.
• Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience in financial services or client advisory roles.
• High level of integrity, professionalism, and commitment to ethical standards.
• Strong organizational and time-management skills.