Financial Services Professional

About Northeast Financial Network

Northeast Financial Network is dedicated to empowering individuals and businesses with the tools and knowledge they need to make informed financial decisions. Using a proven four-step process, the firm helps clients understand their financial realities, strategize effectively, and achieve their financial goals. As an agency of The Guardian Life Insurance Company of America®, Northeast Financial Network brings expertise in comprehensive financial and advisory services. The firm is based in Holmdel, NJ, and offers a collaborative and professional environment where financial professionals can thrive.

Role Description

This is a full-time, hybrid role for a Financial Services Professional at our Holmdel, NJ office, with flexibility for remote work. The Financial Services Professional will assist clients with personalized financial planning, retirement strategies, and investment solutions. Responsibilities include analyzing clients' financial statuses, designing customized financial strategies, advising on financial services tailored to client goals, and maintaining ongoing communication to ensure long-term success and satisfaction.

Qualifications

• Experience in Financial Planning and creating effective Retirement Planning strategies
• Strong knowledge of Finance principles and Financial Services industry standards
• Exceptional Communication skills to effectively convey information to diverse clients
• Proven ability to build and maintain client relationships
• Licenses and certifications (e.g., FINRA Series 6, 7, 63, or 65) are preferred
• Bachelor’s degree in Finance, Business, or related field