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Holleran Financial Group

Aspiring Financial Advisor Program (Licensing & Training Provided)

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$103,472 / year median in New Jersey

+1% projected growth

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Job Description

About Us:
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Wealth & Investment Management:
Advisory Services Brokerage Services Private Wealth Management Financial Planning:
Retirement Planning Estate Planning Business Planning Insurance Products:
Life Insurance Disability & Long-term Care Insurance Annuities Why join
Northwestern Mutual:
$404 billion in Wealth & Investment Management No. 109 Fortune 500 ranking
Revenue:
$41 billion
Total Clients:
5.2 million Top 10 US Independent Broker-Dealer $9.2 billion total dividend payout $399 billion total company assets Moody's Aa1 Rating AM Best Company A++ Rating Fitch AAA Rating S&P AA+ Rating 5.2 million total clients $42.3 billion in Annuities $2.5 trillion in Risk Management $225+ million in Venture Investments $520 million in donation to nonprofits
Responsibilities :
Engage with clients to provide tailored financial planning services, including retirement planning, investment strategies, and financial advisory support. Conduct client consultations, analyzing financial needs, executing financial strategies, and offering informed guidance to help clients achieve their long-term financial goals. Building lasting client relationships and maintaining up-to-date knowledge of financial markets are key aspects of this role. Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life
Qualifications:
B.A/B.S. degree preferred 2-10+ years of professional experience Excellent communication skills Proven track-record of influencing Ability to effectively network
Job Type:
Full-time Pay:
$72,000.00 - $116,000.00 per year
Benefits:
401(k) 401(k) matching Financial planning services Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Paid training Professional development assistance Referral program Retirement plan Vision insurance
Education:
Bachelor's (Required)
Work Location:
Hybrid remote in Westfield, NJ 07090