Job Opportunities

Sequoia Financial Strategies is seeking an Associate Financial Professional to join a successful Financial Advisor’s practice in the Morristown, NJ area.

We are looking for a team-oriented associate advisor with strong communication skills and a focus on long-term client relationships. The successful candidate will be mentored by a veteran advisor and will assist in all aspects of the practice, including direct client contact and advice. Long-term, this could be a substantial succession plan opportunity. A base income will be provided as well as an opportunity to increase income through your sales efforts.

Responsibilities

A successful candidate can expect to be responsible for the following:

  • Directly communicate with clients via technology and daytime worksite meetings
  • Assist with data collection and plan input
  • Prepare, analyze and present financial plans
  • Research and present solutions for
    retirement, investment, and insurance scenarios
  • Facilitate execution and follow-up after meetings
  • Investment portfolio analysis and review
  • Review insurance needs and provides quotes

Qualifications

  • Positive attitude and extraordinary client service skills
  • Bachelor’s Degree
  • 1 + years of financial services sales experience
  • Securities registered
  • NJ state insurance license
  • Excellent written and verbal communication skills
  • Superior accuracy and high attention to detail
  • Strong analytical/critical thinking skills
  • Desire to build a book and be your own boss

Please send your resume to SFSFP.Webmaster(@)gmail.com