Associate Financial Advisor Position Available
Description:
Successful financial advisor in Woodbridge, NJ is looking for an associate financial advisor to join
team practice. Ideal candidate would have (or soon obtain) CFP designation, Series 7 and Series
66 registrations. Candidate would be expected to obtain New Jersey Life & Health insurance
license. This is a non-selling position. Candidate will assist the advisor to develop and prepare
needs-based analysis or financial plans, recommend fund portfolio options, and communicate
with clients on advisory and investment-related service.
Responsibilities:
 Prepare modules, reports, and other documents for proposal and case presentation
 Create a social media marketing strategy for three advisors
 Help with seminars for accountants
 Review documentation to determine suitable investment options for clients
 Communicate/recommend suitable investment options to clients
 Work with clients to complete necessary account forms
 General account servicing as directed by representatives or clients
 Prepare/deliver materials for semi-annual reviews with clients
 Prepare and process all paperwork needed for investment account transactions for
brokerage, annuities, and advisory accounts
Qualifications:
 Strong critical thinking, financial analysis and problem-solving skills
 Like to work with people, especially senior citizens
 Strong attention to detail with the ability to work with a high degree of accuracy
 Able to work both independently and in a team
 CFP designation (or working towards designation)
 Series 7 and 66 registrations (or obtain within 3 months of hire)
Contact: John B. Burke
Submit cover letter and resume to: john.b.burke@raymondjames.com