VP Financial Advisor & Financial Advisor | Monmouth County, NJ

BCI - Brokerage Consultants Inc.
Any Location, NJ
Category Customer Service
Job Description
We are seeking Financial Advisors and VP-level Advisors in our Monmouth County, NJ office. The ideal candidate will have a portable book of business and be responsible for servicing existing clients while continuing to build new relationships.

Requirements

  • Minimum portable book of business, $40MM+, with the expectation assets will transfer upon transition
  • Series 7 and 65/66 required; CFP strongly preferred
  • 5+ years of experience managing client relationships and generating new business
  • Strong track record building a book; solid experience in trading, investment management, and financial planning
  • No non-compete or restrictive covenants that would limit portability
  • Must be based in Monmouth County, NJ or within ~20 miles
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