Find & Apply For Personal Financial Advisor Jobs in Union, New Jersey

Experienced Financial Advisor / Investment Representative 1767 Morris Avenue, Union, NJ 07083 Hybrid work $79,000

•$95,300 a year

•Contract Apply with Indeed Series 6 & 63 REQUIRED | Series 65

Preferred Company:

Reuel Field & Associates

•Affiliated with PFS Investments Inc.

Location:

Union, NJ |

Hybrid Opportunities Position Type:

Independent Contractor | Commission-Based

THE WALL OF WEALTH IS COMING. ARE YOU POSITIONED TO PARTICIPATE?

One of the largest generational wealth transfers in history is underway. More than $90 TRILLION in generational wealth is projected to transfer across North America over the coming decades, creating an enormous need for experienced financial professionals who can help families navigate retirement, investing, inheritance, and long-term wealth accumulation. At the same time, many experienced financial advisors are approaching retirement, creating opportunities for the next generation of licensed investment professionals. We are looking for experienced financial advisors who want to position themselves at the forefront of this opportunity. Reuel Field & Associates is expanding our investment-focused financial services team in Union, New Jersey. Through our affiliation with PFS Investments Inc., we have access to an established financial services platform, investment products from recognized asset managers, and opportunities to serve middle-income families, professionals, retirees, and business owners. Whether you're currently with a bank, brokerage firm, insurance company, or another financial services organization, we want to speak with you.

A COMPREHENSIVE PLATFORM OF FINANCIAL SOLUTIONS

Our platform provides access to a broad range of products and services designed to meet clients' needs throughout their financial lives. Investment and Wealth Accumulation Mutual funds from established investment management companies Traditional and Roth IRAs Retirement account funding and eligible rollover services Long-term investment and asset accumulation strategies Systematic investing and retirement savings strategies Education savings and investment solutions Managed Investment Accounts Through Primerica Advisors' Lifetime Investment Program , appropriately registered advisors can help eligible clients access: Professionally managed investment portfolios Asset allocation and investment diversification strategies Portfolios utilizing mutual funds, stocks, bonds, and ETFs Investment strategies aligned with individual goals and risk tolerance Ongoing investment advisory relationships Retirement accumulation, preservation, and income distribution strategies Managed account advisory services require appropriate additional licensing, registration, and firm authorization. Retirement and Employer-Sponsored Plans Traditional and Roth IRAs 401(k) retirement plans Individual / Solo 401(k) programs 403(b) retirement programs Governmental and eligible 457(b) programs SEP IRA and

SIMPLE IRA

solutions Small-business retirement plan solutions Retirement transition and distribution assistance Annuity Solutions Variable annuities Registered index-linked annuities Fixed annuities Fixed indexed annuities through affiliated entities Products are offered subject to applicable licensing, eligibility, and availability. College and Education Savings 529 college savings plans Coverdell Education Savings Accounts, where available Education savings strategies for parents and grandparents Long-term college funding solutions Additional Financial Services Through Primerica and Affiliated Providers Depending on licensing and jurisdiction, representatives may also help clients access: Term life insurance and family income protection Financial needs analysis and financial education Debt reduction strategies Mortgage-related solutions and referrals Auto and homeowners insurance referral services Identity theft protection Prepaid legal protection services Our goal is to build long-term client relationships—not simply complete one-time transactions.

WHY EXPERIENCED ADVISORS SHOULD CONSIDER THIS OPPORTUNITY

Expand Your Product Offering Access investment solutions from recognized financial institutions, including American Funds, Fidelity, Franklin Templeton, Invesco, and other approved providers. Build Long-Term Client Relationships Develop a practice focused on retirement accounts, systematic investing, managed assets, and ongoing client service. Capitalize on the Wall of Wealth Work with families and individuals as retirement assets, employer-sponsored plans, and generational wealth move through different stages of life. Focus on Personal Production We welcome experienced advisors who want to focus on developing and servicing their own investment business. Recruiting and building a team are not requirements for this production-focused opportunity. Create Your Own Growth Path Explore opportunities for increased personal production, additional securities licensing, advisory registration, and leadership development. Professional Support and Infrastructure Benefit from established product relationships, investment processing resources, training, technology, and operational support available through the affiliated platform.

POSITION RESPONSIBILITIES

Develop and maintain relationships with investment clients Conduct financial needs assessments and client discovery meetings Identify suitable investment and retirement solutions Assist clients with eligible retirement account transfers and rollovers Educate clients about investment products, risks, costs, and strategies Conduct periodic client reviews and follow-ups Develop relationships with individuals, families, and business owners Maintain required securities registrations and comply with all applicable regulations Build a sustainable client-focused financial services practice

REQUIRED QUALIFICATIONS MUST HAVE

FINRA Series 6 FINRA Series 63 Prior experience working with investment or financial services clients Eligibility for registration with PFS Investments Inc. Strong communication and relationship-building skills Commitment to ethical, client-focused financial service

HIGHLY PREFERRED

FINRA Series 65 Existing experience with managed investment accounts Experience servicing retirement accounts and rollover clients Experience with mutual funds, annuities, or employer-sponsored retirement plans Established client relationship management skills Additional licensing or insurance credentials may be required for certain services.

COMPENSATION AND BUSINESS STRUCTURE

This is an independent-contractor, commission-based business opportunity , not a traditional salaried W-2 position. Compensation may include eligible investment product commissions and, for appropriately authorized advisors, investment advisory compensation under applicable programs. There is no guaranteed salary or guaranteed income. Actual compensation depends on individual production, licensing, product eligibility, and applicable compensation schedules. Flexible scheduling and opportunities for professional growth are available, subject to firm policies.

READY FOR YOUR NEXT CHAPTER?

You've already invested the time to become licensed. You've gained experience in the financial services industry. Now consider what you could accomplish with a broad investment platform, a growing retirement marketplace, and the opportunity to build meaningful relationships with the clients you serve. The Wall of Wealth represents an extraordinary opportunity for qualified financial professionals. We're looking for experienced, licensed advisors who are prepared to build their businesses with professionalism, integrity, and a long-term vision. Apply today to explore an opportunity with Reuel Field & Associates. Investment products and securities services are offered through PFS Investments Inc., member

FINRA/SIPC.

Investment advisory services are offered through Primerica Advisors, the advisory business of PFS Investments Inc. Other products and services are provided through applicable affiliated or third-party entities. Availability is subject to licensing, registration, eligibility, and firm approval. This opportunity is subject to applicable recruiting and advertising compliance requirements.

Pay:

$79,000.00

•$95,300.00 per year

Education:

Bachelor's (Preferred)

Work Location:

Hybrid remote in Union, NJ 07083