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Job description
Are you searching for a career that empowers you with the freedom of time, money, relationship, and purpose?
As a Financial Professional with Certified Financial Services, you can help people and businesses achieve their financial dreams and goals, while also pursuing things that you are passionate about. You’ll have the opportunities to clients where they are today and help guide their decisions for a better tomorrow while obtaining a healthy work/life balance for yourself.
This may sound exciting and scary all at the same time. Don’t worry- we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and work with industry experienced professionals until you’re ready to be on your own.
A passion for helping others and making a positive impact in your community.
An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
A lifelong learner mentality with a desire to continue growing professionally.
Self-motivation, a confident personality, high integrity, and a strong desire to succeed.
What you’ll be doing:
Working with clients to understand their goals, concerns, and current financial information.
Analyzing information to create a strategy with appropriate products and services.
Developing and maintaining a base of clients who value your input and guidance.
Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
What we provide:
Tools and technology to help you appropriately gather, manage, and service your clients.
Development and training—locally, virtually, and nationally—to support your educational needs.
Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
Mentorship and joint-work opportunities.
Superior service and support.
A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Requirements:
Must be a US citizen or permanent resident
Must be able to commute to Paramus, NJ or Farmington, CT
Who we are:
CFS offers a unique and rewarding career in financial services to highly motivated entrepreneurs, recent college graduates, people experienced in other careers, as well as financial professionals looking to offer more holistic financial planning opportunities to their clients. We understand that each member of this community has important goals - some financial, others personal - and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing "what's possible" and take you all the way to "it's happening, and I know I'm prepared." Protecting our families, planning for the future, and having the confidence to know that no matter what life may have in store, we are prepared.
We offer a collaborative environment, robust training programs, and the opportunity to create a meaningful impact in your clients’ lives. Whether you are looking to grow your career or are new to the financial services industry, CFS provides the tools and support to help you succeed.
With Certified Financial Service’s proven professional development process, you have the opportunity to grow into a successful financial professional. We provide the required resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step towards a career with CFS and unlock your full potential today!
Certified Financial Services is an Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC.
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Worksite address
farmington, CT, 06030, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.