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Associate Financial Advisor at Seven Oaks Capital Associate Financial Advisor at Seven Oaks Capital in Monmouth Beach, New Jersey Posted in 2 days ago.

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full-time Seven Oaks Capital is expanding and seeking motivated Associate Advisors to join our growing team. We are looking for collaborative, driven, and entrepreneurial professionals who are passionate about helping clients achieve their financial goals through comprehensive planning and personalized advice. Candidates must reside or be willing to relocate within approximately 30 minutes of Red Bank, NJ to support team collaboration and local client relationships. In this role, you will build meaningful client relationships, develop holistic financial plans, and implement strategies designed to help clients build, protect, and preserve their wealth. Working alongside an experienced team of advisors and specialists, you will have access to the training, resources, technology, and mentorship needed to build a successful and rewarding career in wealth management. Key Responsibilities Acquire new clients and strengthen relationships through comprehensive financial planning Develop and implement strategies across investments, retirement planning, insurance, estate planning, and wealth preservation Deliver a high-quality client experience through thoughtful advice and personalized solutions Partner with internal team members and specialists to address clients' evolving financial needs Leverage modern financial technology platforms to manage and monitor client portfolios Ensure recommendations align with clients' short- and long-term financial objectives through a goals-based planning approach Structure & Support Commission-based compensation with substantial long-term growth potential Comprehensive training through our Financial Planning Academy Ongoing mentorship and professional development opportunities Sponsorship for required industry licensing Access to experienced advisors, established planning processes, and advanced technology platforms Qualifications Bachelor's degree required 2+ years of experience in financial services Demonstrated ability to build relationships and develop new business opportunities Strong communication, organizational, and interpersonal skills Life and Health Insurance License (or willingness to obtain; sponsorship available) SIE, Series 63, and Series 6/7 licenses (or willingness to obtain; sponsorship available) Self-motivated, professional, and committed to delivering an exceptional client experience Must reside or be willing to relocate within approximately 30 minutes of Red Bank, NJ About The Team Seven Oaks Capital is a comprehensive financial planning and wealth management firm dedicated to helping individuals, families, and business owners build, protect, and preserve their wealth. Our team takes a collaborative approach, combining personalized advice, advanced technology, and deep planning expertise to help clients align their financial resources with their values and long-term goals. Through investment management, retirement planning, insurance solutions, estate strategies, and wealth preservation planning, we strive to serve as a trusted resource for every stage of our clients' financial journey. If you are looking to join a collaborative, growth-oriented team and build a rewarding career helping clients achieve financial clarity and confidence, we encourage you to apply.