Skip to main content
Tallo logoTallo logo
Apply for this opportunity

This job application is on an outside website. Be sure to review the job posting there to verify it's the same.

Apply Offsite

Financial Planner

Job

TEEMA Group

Manalapan Township, NJ (In Person)

Full-Time

Posted 2 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/16/2026

Review key factors to help you decide if the role fits your goals.
How is this calculated?
Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
73
out of 100
Average of individual scores

Were these scores useful?

Skill Insights

Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.

Job Description

Job Title:
Financial Planner Job ID:
88160
Location:
Manalapan, New Jersey What you will be doing: Present at educational dinner seminars (1+ per week) Meet with retirement focused prospects and guide them through comprehensive planning Design retirement income strategies and implement annuity solutions Transition and grow advisory (AUM) relationships Coordinate with our in house estate planning attorney and tax partners Convert firm provided leads into long term clients What you must have: Series 65 OR Series 66 + Series 7; life insurance license required/preferred Willingness to work consistent evenings and attend dinner seminars Comfort operating in a production-driven, client-facing role Ability to convert firm-provided leads Geographic proximity sufficient to support frequent evening travel (NJ primary) Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, wea encourage you to continue visiting our website for other roles that may be a good fit. For more information about TEEMA and to consider other career opportunities, please visit our website at www.teemagroup.com