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Financial Advisor (Training and CFP Track)

Company: The Pontem Group
Location: Newark
Posted on: November 26, 2022

Job Description:

*Job description *

Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor.

Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice.

This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!

The role of an advisor:

- Build relationships with prospective clients

- Help clients think about future financial planning and personal goals

- Constructing comprehensive plans

- Educating clients on recommendations and sharing financial advice

- Follow up with clientele to update their plans while their life and markets/economy change

- Manage your practice with support from a major firm

- Marketing and networking

Training will teach planning and business building fundamentals.

Comprehensive planning could include;

- Savings, debt reduction and cash flow planning

- Investment strategies and portfolio management

- Retirement Planning and Retirement Income Planning for retirees

- Insurance Planning: Life, Disability, Long Term Care

- Estate Planning for charitable giving and passing down assets

- Major purchase planning such as a house, business or education funding

- Tax implications

The average revenue for advisors in their first four years is $82,000+ with top quartile being over $150,000. (More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.

Qualifications:

- Bachelors Degree

- Being coachable

- Desire to learn the planning profession

- Desire to be in a client facing role open to networking and sales

Job Type: Full-time

Pay: $82,414.00 per year

Benefits:
* 401(k)
* Health insurance
Physical setting:
* Office
Schedule:
* 8 hour shift
* Monday to Friday
Supplemental pay types:
* Bonus pay

Ability to commute/relocate:
* Newark, NJ 07103: Reliably commute or planning to relocate before starting work (Required)

Education:
* Bachelor's (Required)

Experience:
* Financial concepts: 1 year (Preferred)
* Sales: 1 year (Preferred)

Work Location: One location%58047475%

Keywords: The Pontem Group, Newark , Financial Advisor (Training and CFP Track), Other , Newark, New Jersey

Click here to apply!

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