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1800 Route 34  Bldg 2, Suite 201 Wall, NJ 07719  732-922-6300  Fax 732-922-3353  www.margfinancial.com
Securities and...
1800 Route 34  Bldg 2, Suite 201 Wall, NJ 07719  732-922-6300  Fax 732-922-3353  www.margfinancial.com
Securities and...
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Financial Advisor Job Description 2016

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Financial Advisor Job Description 2016

  1. 1. 1800 Route 34  Bldg 2, Suite 201 Wall, NJ 07719  732-922-6300  Fax 732-922-3353  www.margfinancial.com Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC Mid Atlantic Resource Group, LLC and its affiliated companies are independently owned and operated. Affiliated with Securian Financial Network. Affiliated Companies Mid Atlantic Benefit Strategies, LLC Financial Advisor (Financial Representative) Job Description Mid Atlantic Resource Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We help individuals and businesses build secure futures. With a network of offices in New Jersey, New York and Pennsylvania, we offer a wide range of quality products and the advice and expertise of some of the best financial professionals in the industry. As we continue to grow, we are seeking a highly motivated professional to join our team of dedicated Advisors. This is a unique opportunity to make a difference in a dynamic and rapidly growing team-oriented environment. Job Responsibilities As a Financial Advisor you will have the opportunity to help your clients accomplish their financial objectives by assessing and managing their individual business and personal needs and providing creative solutions. You will work in one of today's top-rated careers, helping clients achieve security by developing strategies to meet their changing needs. You will create customized solutions in the long-term interest of your clients. Additional responsibilities of the role include:  Developing a client base of business owners, professionals and affluent individuals  Building and fostering long term relationship with a sustainable client base  Assessing the financial needs of your clients  Creating and implementing creative financial recommendations  Conducting regular review meetings with clients  Maintaining a current working knowledge of relevant techniques including, tax regulations, risk management products and investment vehicles  Helping people and businesses build secure futures Job Requirements As a Financial Advisor you must have an entrepreneurial spirit, ambition to succeed and high energy. You must be an excellent communicator who is highly motivated to succeed and a strong leader who possesses the ability to motivate and lead your clients. Ideal candidates are professionals from various backgrounds who are experts in business and finance and are seeking a meaningful career where you can make a positive impact in the success of individuals and businesses. You must have superior interpersonal and communication skills in order to interact and converse with people easily and build meaningful business partnerships. Additional requirements of the role include:  Financial knowledge and expertise  Life experience, highly valued  Bachelor’s degree or a proven track record of success in business  Proven achievements in leadership, academics and extracurricular activities  At least 5 years of related full-time work experience  Ideal experience in areas such as business, business development, sales, sales management, accounting, education, financial services or military service
  2. 2. 1800 Route 34  Bldg 2, Suite 201 Wall, NJ 07719  732-922-6300  Fax 732-922-3353  www.margfinancial.com Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC Mid Atlantic Resource Group, LLC and its affiliated companies are independently owned and operated. Affiliated with Securian Financial Network. Affiliated Companies Mid Atlantic Benefit Strategies, LLC  Master’s Degree in finance, accounting or related field, a plus  Accounting background, a plus  Business management and/or owner, a plus  Established relationships within the community for natural market penetration, preferred  Effective time management and organizational Skills  Must have or be willing to obtain Life & Health insurance license, as well as FINRA 7 & 66 Registrations Benefits At Mid Atlantic Resource Group, we offer a comprehensive training and development program that provides you with intensive support during your transition into a career as a Financial Advisor. You will receive individualized supervision and mentorship on an ongoing basis. We provide a success oriented and positive work environment and the opportunity to serve individuals as well as small-to-medium size businesses. We offer a compensation package that includes start-up financial assistance for individuals who are new to the industry. We are family oriented and our employees enjoy a small office setting with an open door policy. As a team we work hard to play hard and our employees have been with us for 18-20+ years. Our customized training programs are hands-on and come with the resources and professional mentorship you need to succeed. Additional benefits of the role include: • Medical, Dental and Vision • Prescription Coverage • Life Insurance • Short and Long Term Disability • Long term care • 401(k) • Additional Voluntary Benefits • Company Lunches & Gatherings

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