Job Summary

The Financial Advisor combines interpersonal skills with all the resources of their and Old Bridge Wealth, Inc. to help community clients pursue their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors at Old Bridge are responsible for assessing a client’s circumstances and objectives, and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors at Old Bridge Wealth, have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance, and estate planning. By partnering with Old Bridge, the Financial Advisor also has the ability to offer a full array of solutions for their clients and prospects. There are multiple positions open here, and there may be multiple locations to work within.

 

Qualifications

Essential Functions:

  • Develop and cultivate your own client base via prospecting and servicing clients

  • Analyze investment opportunities and client needs and recommend appropriate strategies

  • Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management

  • Market and present appropriate investment solutions, financial, and wealth management services to clients

  • Prepare and deliver presentations/seminars to clients and prospects for business development and educational purposes

  • Ability to create a sales and marketing strategy for the Financial Advisor’s business

  • Attend Financial Advisor trainings and continuing education sessions via the Broker/Dealer to stay current regarding products, solutions, services, and policies

  • Comply with all industry rules and regulations

Required Education and Experience:

  • Bachelor’s Degree preferred

  • Minimum 3 years of experience as a Financial Advisor

  • Hold FINRA Series 7 and 63 securities licenses,

  • Series 65 or 66 preferred and Life & Health or attained within 6 months of hire

  • Successful completion of background check and pre-employment assessments

  • Excellent communication, presentation, time management, and organizational skills

Preferred Skills:

  • Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit.

  • Highly self-motivated, creative, and decisive. Ability to respond effectively and quickly to clients’ needs and issues. Strong customer service skills

  • Proficient with the complete Microsoft Office 2010 suite including: Word, Excel, PowerPoint, Outlook, etc.

  • Must be able to work independently with minimum supervision

  • Professional demeanor

  • Exceptional customer service, written and oral communication skills

  • Ability and experience articulating complex and in-depth concepts