financial advisor

Rogue Credit Union

<div>Department: Investment Services Department
Reports To: Investment Services Manager
Classification: Exempt 
About Rogue Credit Union:
Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon, Idaho and California counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work! 
Role:
The Financial Advisor is responsible for delivering comprehensive financial guidance to credit union members and prospective members. This includes conducting in-depth fact-finding discussions, assessing financial goals and risk tolerance, and providing tailored investment and insurance recommendations that align with each member's needs. 
 
The advisor is expected to deliver an exceptional member experience by building trusted relationships, offering clear and proactive financial solutions, and effectively identifying opportunities to cross-sell credit union products and services. This role directly supports the credit union's mission and vision by consistently applying established service standards and contributing to a culture of member-focused excellence. 
Essential Functions &amp; Responsibilities:
60% Meets with members and prospective members to understand their financial goals, assess needs, and provide comprehensive financial advice in alignment with regulatory guidelines and credit union standards. Delivers tailored recommendations for investment, insurance, and retirement planning solutions to help members achieve long-term financial success. 
10% Plans, organizes, and conducts educational seminars, workshops, and other marketing-focused activities to deepen member engagement, generate leads, and promote the credit union&rsquo;s financial advisory services. 
10% Maintains and grows an existing book of business by conducting regular outreach, scheduling annual and periodic reviews, and ensuring ongoing communication to support strong member relationships and sustained asset retention. 
5% Provides guidance, support, and direction to Licensed and Non-Licensed Assistants, ensuring operational efficiency, adherence to compliance requirements, and delivery of a high-quality member experience. 
5% Actively represents the credit union through involvement in community events, professional associations, and local initiatives to enhance visibility, strengthen relationships and promote the credit union's mission. 
5% Maintains and enhances professional expertise by staying current with industry trends, regulatory changes, and continuing education requirements. Ensures all licenses, appointments, and credentials are up to date and in good standing. 
5% Proactively performs additional duties as assigned, including strengthening product knowledge, identifying new opportunities to serve members, and supporting strategic initiatives that contribute to the credit union&rsquo;s overall success. 
Knowledge &amp; Skills:
Experience: One year to three years of similar or related experience. 
Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program. 
Interpersonal Skills: The ability to establish positive relationships with members of the credit union, members of the community as well as credit union staff is essential. A positive and friendly attitude with all levels of staff is necessary to form the relationships necessary for departmental success. 
Other Skills: Must be licensed with a Series 7 and Series 66 as well as insured for life and health in applicable state 
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more. 
Work Environment: This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of proactively adjusting to unpredictable schedules. As a direct representative of Rogue Credit Union, the employee must conduct and present themselves courteously and professionally. 
Disclaimer: 
Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer. 
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call (541) 622-7295. 
This Job Description is not a complete statement of all duties and responsibilities comprising the position.</div>

Financial Advisor

First Seacoast Bank

<div>Description:

Job Summary:
Engages in the sales of financial products and services. Provides operational, sales and administrative support to the Wealth Department. Interfaces with clients to answer questions and inquiries in an effort to meet their financial goals and objectives. Performs duties in compliance with applicable laws and regulations. Maintains knowledge of and ensures compliance with federal and state banking regulations and adheres to all bank policies and procedures. Responsible for knowledge and compliance with FINRA and SEC regulations of a securities branch office.
Essential Functions<ul><li>
Responsible for the sales of financial products and services including managed solutions, life insurance, long-term care insurance and annuity products.</li><li>
Maintains client databases; process new account openings; tracks mailings and transfers.</li><li>
Develops client proposals and gathers information in preparation for client/prospect meetings. Schedule meetings for Wealth Executives.
</li><li>Maintains paperwork and system for IRA distributions, transfers, address changes, and misc. service items.</li><li>
Researches and prepares client reviews; develops and maintains a detailed performance reporting system.</li><li>
Develop and maintain a system for reporting calls for the weekly, monthly, and quarterly call meetings. Assists in the execution of the Wealth Management Client Service Model.</li><li>
As needed, conducts investment research, and assists in the development of client portfolio presentations.</li><li>
Provides basic information to clients and prospective clients; manages incoming service requests from clients and Wealth Executives.</li><li>
Coordinates and attends business development activities, organizes client events, public education seminars, and periodic meetings as needed.</li><li>
Manages strategic outreach efforts with clients, prospects, centers of influence for appointments and referrals to generate interest in FSB Wealth Management.</li><li>
Assists customers with technology inquiries regarding mobile and online banking applications.</li><li>
Ensures that quality customer service standards are consistently achieved</li><li>
Performs additional duties as requested</li></ul>
Requirements:

Success Competencies:<ul><li>
Customer Focus: Making customers and their needs a primary focus of one&rsquo;s actions; developing and sustaining productive customer relationships</li><li>
Attention to Detail: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.</li><li>
Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.</li><li>
Quality and Work Standards: Setting high standards of performance for self and others, self-imposing standards of excellence rather than having standards imposed.</li><li>
Integrity: Demonstrates honesty; keeps commitments; Maintains confidentiality and meets own commitments. Adheres to organizational policies and procedures</li></ul>
Minimum Requirements (education and experience):<ul><li>
Bachelor&rsquo;s degree or equivalent in work experience.</li><li>
3-5 years of experience in a financial services/administrative support role required.</li><li>
Series 7, 63, 65 or 66 as well as LAH are required.</li><li>
Excellent customer service, communication, and organizational skills</li><li>
Valid Drivers License</li><li>
Must be detail oriented and self-motivated; able to achieve responsibilities with little direction from his/her supervisor</li><li>
Strong computer skills and familiarity with various software and/or financial programs</li></ul>
Work Conditions:<ul><li>
Physical surroundings are pleasant and comfortable with minimal exposure to injury or other hazards with moderate level of noise.</li><li>
Physical effort required; able to sit or stand for extended periods of time.</li></ul></div>

AK FINANCE

Launch a Flexible Career in Financial ServicesWe are seeking motivated and coachable individuals interested in building a career in the financial services industry. This remote position offers comprehensive training, mentorship, and licensing support for individuals looking to grow professionally while helping clients improve their financial future.No prior experience is required. We provide step-by-step training and support throughout the onboarding and licensing process.Responsibilities<ul><li>Meet virtually with clients to discuss financial goals and needs</li><li>Educate clients on financial strategies related to protection, retirement, and long-term planning</li><li>Maintain professional client relationships through ongoing communication and support</li><li>Participate in training sessions, team development, and mentorship programs</li><li>Stay current on licensing requirements and industry guidelines</li></ul>Qualifications<ul><li>Strong communication skills and professionalism</li><li>Coachable, self-motivated, and goal-oriented mindset</li><li>Comfortable working in a remote environment</li><li>Background in customer service, sales, leadership, or finance is a plus</li><li>Must be authorized to work in the U.S.</li></ul>What We Offer<ul><li>Remote flexibility with full-time and part-time options</li><li>Comprehensive training and licensing support</li><li>Mentorship from experienced professionals</li><li>Opportunities for career growth and leadership development</li><li>Performance-based compensation with bonuses available</li></ul>If you are looking for a flexible remote opportunity with professional development and long-term growth potential, we encourage you to apply today.Pay: $60,000.00 - $90,000.00 per yearBenefits:<ul><li>401(k)</li><li>Flexible schedule</li></ul>Work Location: Remote

Ameriprise Financial

<div>At Ameriprise Financial, we&rsquo;re not just in the business of helping clients with their financial goals &ndash; we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you&rsquo;re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. 
 
This position is with an Ameriprise Financial Franchise owner.
Job Description
Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Springbrook Wealth Advisors. 
 
ABOUT THE ROLE 
We are looking for a motivated and client-focused person to join our advisory team. As a Associate Financial Advisor, you will work closely with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base. You will play an active role in client relationships, portfolio analysis, and financial plan development while building toward a path to full advisory responsibilities.<div>
KEY RESPONSIBILITIES</div>
Client Experience &amp; Advice:<ul><li>
Follow the Springbrook Wealth Advisor service model to support client retention and growth</li><li>
Serve as primary point of contact for assigned clients, handling inquiries and service requests</li><li>
Prepare for and lead client review meetings, including materials and follow-up</li><li>
Proactively identify opportunities to deepen relationships and address new planning needs</li><li>
Onboard new clients: account opening, data gathering, and risk profiling</li><li>
Manage client administrative needs, including estate settlements</li><li>
Participate in client events and networking to help grow the practice</li><li>
Coordinate with clients' accountants and lawyers for comprehensive advice</li><li>
Build financial plans covering retirement, investment, tax, insurance, and estate planning</li><li>
Analyze portfolios and recommend investments aligned with client goals and risk tolerance</li><li>
Model financial scenarios and present findings to clients and lead advisors</li><li>
Monitor client portfolios and flag issues needing attention</li><li>
Review insurance needs and recommend coverage for life, disability, and long-term care</li><li>
Recommend annuity options as needed</li></ul>
Operations:<ul><li>
Document all client interactions, transactions, and recommendations per firm policy and regulations</li><li>
Maintain accurate client records in CRM and portfolio management systems</li><li>
Support compliance reviews, audits, and reporting</li><li>
Stay current on regulatory changes affecting advisory services</li><li>
Attend and actively participate in team meetings</li></ul>
QUALIFICATIONS:
Required:<ul><li>
Goal driven, growth mindset a must</li><li>
Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire)</li><li>
Bachelor&rsquo;s degree in Finance or a related field</li><li>
1 or more years of experience in financial planning, asset management, or a related role</li><li>
Proficiency with financial planning software (MoneyGuidePro) and CRM platforms (salesforce)</li><li>
Strong analytical, written, and verbal communication skills</li><li>
High degree of integrity and commitment to fiduciary standards</li></ul><div>
COMPENSATION &amp; BENEFITS:</div><ul><li>
Competitive base salary commensurate with experience: starting at $60,000</li><li>
Performance-based bonus tied to client satisfaction and business development goals</li><li>
Flex savings, dental, and vision insurance</li><li>
401(k) with employer match</li><li>
Paid support for continuing education, professional development, and licensure renewal</li></ul>
Base Pay Salary
The salary range will be starting $60,000/ year<div><div><div><div><div><div><div>
Full-Time/Part-Time</div></div></div></div></div></div></div>
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</div>

ASSOCIATE FINANCIAL ADVISOR

BMO Financial Group

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>09/29/2026
Address:
810 SW Broadway
Job Family Group:
Wealth Sales &amp; Service
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.
<ul><li>Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
</li><li>Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
</li><li>Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
</li><li>Implements a relationship management plan in collaboration with the lead relationship manager.
</li><li>Determines client needs and provides solutions though the sales of managed products and services.
</li><li>Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
</li><li>Provides advice and guidance to assigned business/group on implementation of solutions.
</li><li>Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
</li><li>Helps determine business priorities and best sequence for execution of business/group strategy.
</li><li>Conducts independent analysis and assessment to resolve strategic issues.
</li><li>Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
</li><li>Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
</li><li>Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
</li><li>Monitors and tracks performance and addresses any issues.
</li><li>Designs and produces regular and ad-hoc reports, and dashboards.
</li><li>Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
</li><li>Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
</li><li>Provides input into the planning and implementation of operational programs.
</li><li>Executes work to deliver timely, accurate, and efficient service.
</li><li>Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.
</li><li>Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
</li><li>Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
</li><li>Supports the development and promotion of a business/group program.
</li><li>Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.
</li><li>Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.
</li><li>Implements a relationship management plan in collaboration with the lead relationship manager.
</li><li>Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
</li><li>Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.
</li><li>Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.
</li><li>Builds effective relationships with internal/external stakeholders.
</li><li>Ensures alignment between stakeholders.
</li><li>Follows through on the risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
</li><li>Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
</li><li>Identifies and recommends ways to enhance the client experience.
</li><li>Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.
</li><li>Works independently on a range of complex tasks, which may include unique situations.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications:
</li><li>Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
</li><li>FINRA Series 6, 63 &amp; 65 Licenses OR FINRA Series 7 &amp; 66 licenses.
</li><li>Life and Health Insurance Producer&rsquo;s License.
</li><li>Completed LTC Continuing Education Requirements.
</li><li>Strong working knowledge of financial industry.
</li><li>In-depth experience working with managed products and providing fee-based advice.
</li><li>In-depth understanding of deposit and loan (including mortgage) products and banking services.
</li><li>Technical proficiency gained through education and/or business experience.
</li><li>Verbal &amp; written communication skills - In-depth.
</li><li>Collaboration &amp; team skills - In-depth.
</li><li>Analytical and problem solving skills - In-depth.
</li><li>Influence skills - In-depth.
</li><li>Data driven decision making - In-depth.
</li></ul>Salary :
$57,500.00 - $106,500.00
Pay Type:
Salaried &amp; Commission
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates&rsquo; physical, emotional, and financial wellness through affordable, competitive and flexible benefits. 
 
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. 
 
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America&rsquo;s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you&rsquo;ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We&rsquo;ll help you:<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.</li></ul>
Required Qualifications<ul><li>
Aptitude in obtaining required industry licenses.</li><li>
Must be self-disciplined in managing time and capacity.</li><li>
Experience in cultivating client relationships, accessing needs and recommending solutions.</li><li>
Success creating strong peer relationships through effective communication and collaboration.</li><li>
Demonstrates a results-driven mindset while prioritizing client&rsquo;s interest in a complex, fast-paced environment.</li><li>
Executes multiple tasks simultaneously.</li><li>
Learns and adapts to new technology or applications.</li></ul> 
Desired Qualifications<ul><li>
Currently holds FINRA Securities Industry Essentials (SIE)</li><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li></ul>
Skills<ul><li>
Client Experience Branding</li><li>
Client Solutions Advisory</li><li>
Investment Management</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Client Management</li><li>
Customer and Client Focus</li><li>
Portfolio Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Business Acumen</li><li>
Executive Presence</li><li>
Oral Communications</li><li>
Risk Management</li></ul>
Weekly Schedule: Monday thru Friday, with rotating Saturdays required
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Financial Solutions Advisor Registration Candidate - Scotch Plains

TANNJ

Job Title: Financial Advisor / Insurance Agent (Training Provided + Existing Clients + Uncapped Income)Location: Cranford, NJ and RemoteJob DescriptionFor over 75 years, TANNJ has helped individuals, families, and business owners protect what matters most and build tax-efficient financial strategies.We are growing and seeking motivated individuals&mdash;including licensed life insurance agents&mdash;who want to develop into top-performing Financial Advisors.Whether you have experience or are newer to the industry, we provide the training, mentorship, and real-world support to help you succeed quickly.Why Join TANNJ<ul><li>Existing Client Opportunities Provided &ndash; start building income faster</li><li>Paid Training + Hands-On Mentorship</li><li>Uncapped Compensation &ndash; commissions, bonuses, and incentives</li><li>Marketing Support + Bi-Weekly Allowance</li><li>Clear Career Path &ndash; opportunities for advancement into leadership</li><li>Flexible Schedule / Hybrid Work Environment</li></ul>Responsibilities<ul><li>Build and manage a book of business through referrals, networking, and community outreach</li><li>Conduct financial needs analysis and recommend appropriate solutions</li><li>Assist clients with life insurance, retirement planning, and income strategies</li><li>Review existing policies and identify opportunities for improvement</li><li>Maintain strong client relationships through consistent follow-up and service</li><li>Collaborate with experienced advisors on case design and client strategies</li><li>Ensure all activities meet state insurance and compliance standards</li></ul>Qualifications<ul><li>Licensed Life Insurance Agent (preferred) or willingness to obtain quickly</li><li>Sales, customer service, or financial services experience preferred</li><li>Strong communication and relationship-building skills</li><li>Self-motivated, coachable, and goal-oriented</li><li>Bilingual or multilingual candidates encouraged to apply</li></ul>Licenses (Preferred, Not Required)<ul><li>Life &amp; Health Insurance License (Required)</li><li>Securities licenses (Series 6, 7, 63, 65) (Plus)</li></ul>Compensation &amp; Benefits<ul><li>Uncapped earning potential (commission + bonuses)</li><li>401(k) with company match + pension plan</li><li>Medical, dental, and vision insurance</li><li>Paid training program</li><li>Ongoing mentorship and professional development</li></ul>LocationCranford, NJ Reliable commute required or willingness to relocateKeywords: Financial Advisor, Insurance Agent, Entry-Level Financial Advisor, Life Insurance Sales, Financial Services, Retirement Planning, Sales, Client Advisor, Commission Sales, Training Provided, Career Change, Wealth Building, Business DevelopmentApply today to start building a career with long-term growth and income potential.Job Type: Full-timePay: $77,000.00 - $167,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Vision insurance</li></ul>Experience:<ul><li>Financial Services: 1 year (Required)</li></ul>License/Certification:<ul><li>Life and Health Insurance License (Required)</li></ul>Ability to Commute:<ul><li>Cranford, NJ 07016 (Required)</li></ul>Work Location: Hybrid remote in Cranford, NJ 07016

Financial Services Professional Insurance and Retirement Planning Advisor

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Financial Solutions Advisor Registration Candidate - Scotch Plains

Financial Services Professional Insurance and Retirement Planning Advisor