Financial Services Representative

Bridgewater, NJ

Full Time

Entry Level

Financial Services Representative

Position Overview

No background in finance is required. A fully structured, classroom-to-field training curriculum is provided to teach macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.

Key Responsibilities

Participate in a structured, multi-phase licensing and financial planning training program.
Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.

Requirements

No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
A natural ability to build trust, paired with deep professional empathy.
Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
Must pass a standard industry background check and licensing exam (sponsorship provided).
Bachelor's degree preferred, or equivalent track record of professional success.

Professional Development

Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.
Structured mentorship and hands-on training to support professional growth.
Ongoing opportunities to develop financial planning expertise and build long-term client relationships.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

Apply for this position

Required*

First Name*

Last Name*

Email Address*

Phone*

Address*

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

What's your citizenship / employment eligibility?*

College or University*

LinkedIn Profile URL:*

Have you ever been convicted of a felony?*

In 150 characters or fewer, tell us what makes you unique. Try to be creative and say something that will catch our eye!*

150

Are you willing to study for and obtain your state Life & Health Insurance License and FINRA registrations?*

What is your current or most recent professional field?*

How many years of professional, post-education work experience do you have?*

This role features a performance-driven business model designed to reward high performers with uncapped income. Which statement best describes your comfort level?*

Financial Advisors build their practices through proactive relationship building, community networking, and asking for client referrals. Which statement best describes you?*

Why are you looking to make a career pivot into financial services at this stage of your life?*

What is your single biggest professional motivator?*

What City and State are you currently located in?*

Are you authorized to work in the United States without sponsorship?*

If selected for an interview, when are you generally available to speak with our recruiting team?*

If selected for the role, what is your realistic timeline to transition out of your current career?*

Human Check*

Submit Application