Financial Advisor

Shah Financial – Financial Advisor/Representative (Sales/Entrepreneurial Opportunity)

About Us: Shah Financial has been helping clients achieve financial security for 15 years. The firm proudly partners with Northwestern Mutual, a leading financial services firm with first class compliance, technology and exclusive products. We are committed to providing comprehensive and personalized financial planning services to individuals, families, and businesses. Our Red Bank office is consistently ranked one of the top offices in the country, based on new Financial Advisor performance, and is seeking to add to our dynamic and driven team.

Job Overview: As a Financial Advisor (either independently or as a part of a team), you will be responsible for helping clients navigate their financial journey by providing expert advice and holistic financial planning services. This involves building and maintaining client relationships, analyzing financial situations, and developing customized strategies to help clients achieve their financial goals. This will be accomplished by support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. 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!

We will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis.

As a Financial Advisor:

1. Build—Work to build a client base by growing relationships with your network and develop knowledge of Shah Financial and Northwestern Mutual financial products and market trends.

2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

· $80,000 - $125,000 along with commission

· Renewable income

· Bonus programs and expense allowances

· Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more

· Retirement Package and Pension Plan

· Medical, Dental, Vision, Life Insurance and Disability Income Insurance

· Family Planning

You could be right for this opportunity if you have:

· 4-year degree; or equivalent professional work experience

· Entrepreneurial ambitions

· History of success in sales, athletics, military, client services, or client-facing roles

· Excellent time-management skills

· Desire for continuous learning

· Legal authorization to work in the US without sponsorship