Financial Advisor Associate-Series 7 Required
$60k - $80kEvolving Solution Services
Parsippany, NJ, US Salary: $60,000.00 to $80,000.00 annually Position Overview Hennion & Walsh is seeking ambitious and motivated Financial Advisor Associates to join our growing wealth management team. This is an opportunity for licensed financial professionals who want more than just a job — it’s a chance to build a long-term career with access to warm inbound leads, mentorship, professional development, and a clear path for growth. Unlike many firms that require advisors to independently source prospects through networking, seminars, or personal marketing expenses, Hennion & Walsh provides advisors with qualified leads generated through the firm’s established marketing platform. Advisors can focus on what matters most: building meaningful client relationships and growing their business. Our Financial Advisor Associates work directly with individuals seeking guidance on investment and income strategies, helping clients navigate their financial goals through a personalized approach. Supported by dedicated operations, compliance, and service teams, advisors have the resources and infrastructure needed to succeed in a collaborative and fast-paced environment. This role is ideal for entrepreneurial professionals who are driven, relationship-oriented, and looking to accelerate their career within a supportive and growth-focused financial services firm. Position Key Responsibilities Build and maintain relationships with prospective and existing clients Conduct outbound and inbound calls with individuals interested in financial services and investment solutions Assist clients in developing financial strategies aligned with their goals and risk tolerance Grow and manage a personal book of business over time Educate clients on investment products, market conditions, and income-oriented strategies Maintain accurate client records and ensure regulatory compliance Collaborate with internal service, operations, and compliance teams to support the client experience. Participate in ongoing training, mentorship, and professional development opportunities Position Must Haves Active FINRA Series 7 and Series 63 licenses Strong communication and relationship-building skills Goal-oriented and highly motivated mindset Professional work ethic with a strong desire to grow a business Ability to multitask and work in a fast-paced environment Excellent organizational and time management skills Bachelor’s Degree preferred or equivalent professional experience 1–3 years of financial services, sales, or advisory experience preferred Position Preferences (if applicable) Prior experience in wealth management, financial advising, banking, or investment sales Experience working with high-net-worth or retail investors Entrepreneurial mindset with a desire to build long-term client relationships Comfortable making outbound calls and developing client relationships over the phone Competitive compensation structure Warm inbound leads provided by the firm Mentorship and advisor development program Full operational and compliance support Full medical and dental benefits 401(k) plan with company match Open and supportive team-based environment Career growth opportunities within a growing financial services firm #J-18808-Ljbffr
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$60k - $90k
...Associate Advisor Money at Work, LLC is a full-service, personalized financial planning firm. Clients are our main priority, which is why... ...Licenses/Certifications: SIE, Series 7, Series 66, or equivalent Education/Experience Requirements ~ Bachelor's Degree ~3...SuggestedFor contractorsWork experience placementWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides... ...in Milwaukee, WI. *Individuals are required to have a minimum of three years of service...SuggestedFull timeContract workFor contractorsWork at office- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of...SuggestedWork at officeFlexible hours
$60k - $120k
...management practice aligned with OneAmerica Financial®. Our client firm operates under a... ...Key Responsibilities Support Senior Advisors in analyzing client data and... ...workshops, and educational marketing events. Requirements FINRA Series 7 and Series 66 (or Series 6 and 63)...SuggestedLocal area- ...seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role,... ..., networking and referrals Requirements - Must be dually-licensed: NJ... ...licenses as needed), Series 6, Series 65, and Series 7. - Proven experience in financial...
$60k
...At Ameriprise Financial, we’re not just in the business... ...– we also help our advisors and employees reach their... ...advisory team. As a Associate Financial Advisor, you... ...meetingsQUALIFICATIONS:Required:Goal driven, growth mindset a mustActive Series 7, 65 or Series 66, New...Work at office- Financial Advisor - Parsippany, NJ Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early‑career advisor to grow... ...and growth mindset Licenses (or willingness to obtain): Series 7, 63, and 65/66; Life/Variable Insurance Combined minimum of...Work experience placementLocal area
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- ...Provides advice‑based approach to financial solutions for an assigned... .... Works with Investment Advisors, Fiduciary Advisors, Community... ...procedures, regulatory requirements and in support of the best interests... ...experience. FINRA Series 7, 63 and 65 or 66 licenses....Work experience placementBank staffWork at office
$80k - $90k
Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working... ...goals and continuing education requirements Handles inbound inquiries from... ...Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...Interim roleImmediate startShift workDay shift$70k - $80k
...solutions to clients to help them achieve their financial goals. Key responsibilities include... ...and expanding knowledge by completing required licenses and trainings. This position is... ...Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses....Temporary workMonday to FridayShift workDay shift- ...well as the development of financial plans for clients Grows and... ...manager and/or investment sales associate, leads the branch team on... ...regulations, policies and guidelines Requirements 2+ years of relevant... ...including military service) FINRA Series 7 and 66 (or 63,65) required...
$100k - $250k
...Financial Advisor Opportunity Wisepath Recruiting (a specialized recruiting division of Wisepath Group) is exclusively... ...exceptional client retention and long-term satisfaction. Requirements ~ Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations...Work at officeLocal area$48k - $100k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...inform them of circumstances that require supervisory attention/review/... ...Financial Advisor Required Skills FINRA Series 7 & 66 (63 & 65 accepted, in lieu...Work at officeShift workDay shift$75k
...the company’s success. As a Financial Advisor within PNC Wealth Management... ...manager and/or investment sales associate, leads the branch team on... ...experience, education, and required certifications/licensures needed... ...(s) Licenses FINRA Series 7 and 66 (or 63,65) required....Full timeTemporary workWork experience placementWork at office- ...Partners , we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a... ...mindfulness to details. Licenses/Certifications, Required : Series 6, 63 or 7. Life & Health Insurance preferred or will be required...
$45k - $88k
...VP/Financial Advisor - Springfield Job Locations US-NJ-Springfield | US-NJ-Caldwell | US-NJ-Basking... ...and performs additional duties as required. Participates in activities to promote... ...required Licensing Requirements: FINRA Series 7, 63 and 66 or 65, State Insurance License...Full timeTemporary workBank staffAfternoon shift$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...applying and expanding knowledge by completing required licenses and trainings. This position... ...Qualifications: Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses...Temporary workWork at officeFlexible hoursShift workDay shift- ...Overview Entry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial Group Launch... ...channel partners (business owners, associations, community groups). What You’ll Bring Education... ...Compensation & Benefits W-2 with 7.5 % FICA 401(k) with 6 % match Medical...Full timeRemote work
- ...services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL... ...: SIE Preferred (Series 7/66 or equivalent to follow... ...established firm. As a Junior Associate Financial Advisor, you... ...Series 7/66 (or equivalent) required within a defined...Work at office
- M&T Bank Corporation is seeking a Financial Advisor in Parsippany, NJ, to launch your career in advisory. You'll partner with a top Senior Advisor... ..., and a willingness to obtain necessary licenses such as Series 7 and 63. Competitive compensation based on commission is...
$48k - $100k
...wealth management firm in Short Hills is seeking an experienced Financial Advisor to provide goals-based financial planning. The role offers a... .... Ideal candidates will have 5+ years in the field, FINRA Series 7 & 66 registrations, and a proven ability to manage portfolios...- Jobtailor is seeking a Financial Advisor in New Jersey to consult on investment and insurance strategies and to develop comprehensive... ...book of business through proactive networking. The role requires FINRA Series 7 and 66 and Life/Health Insurance credentials, with a focus...
$125k - $175k
...Business Development Financial Advisor CAPTRUST is seeking a Business... .... Travel: Travel is required. Qualifications... ...days of hire date either a Series 65 OR a Series 66 and Series 7 At least 2 years... ...hair texture or hairstyles associated with race), religion, color...Temporary workWork at officeLocal areaImmediate startFlexible hours- Next Frontier Capital in Parsippany, NJ is seeking a Financial Advisor to build a client-focused practice and provide personalized investment... ...should have at least 2 years in financial services, a valid Series 7 and Series 66, and life/health/LTC licenses or the ability to...
- Bank of America in Morristown, NJ is seeking a Financial Advisor to deliver comprehensive financial guidance and tailored solutions to clients... ...coordinating with internal partners. Candidates must hold Series 7 and 66 licenses (63/65 as alternatives) and have at least one...Work at office
- ...Ameriprise Financial Services, LLC is seeking an Associate Financial Advisor in New Jersey to join our advisory team. You will work with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base, playing an active...
$200k
...Job Description Job Description Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation:... ...planning and investment activities comply with regulatory requirements and firm policies. Maintain client confidentiality...Work at officeLocal area- ...with industry leaders to shape strategic financial solutions. Gain executive-level exposure... ...in Finance, Economics, or Business is required.Certified Financial Planner (CFP) designation... ...such as eMoney or MoneyGuidePro.Active Series 65 or Series 66 license; Life & Health...
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