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Local Voices

Full Time Licensed Assistant Financial Advisor

Monmouth County Financial Services office located in Freehold, NJ seeks an enthusiastic and detail-oriented individual to fill the role Assistant Financial Advisor. Ideal candidate will be a flexible, self-motivated, creative go-getter and problem solver who works well on a team and has excellent communication skills. Candidate must be highly organized, a confident decision maker and committed to ongoing improvement and learning. Candidate must also have strong writing and communicational skills and sound judgment. Candidate must be attentive to detail and is organized and a strong communicator. This is a full time position Primary Duties & Responsibilities: •Assist financial advisors in the preparation of written Client Service Review materials and financial planning/investment letters and proposals. •Implement trades, transactions and money movements as directed by advisors and clients. •Review client financial statements, documents and other data. •Prepare financial planning recommendations for the client. •Provide investment and financial planning research. •Interact with clients, peers and corporate office employees to solve problems, facilitate operations and solicit information as needed. Requirements: •Basic knowledge of financial services products and strong desire to learn the financial planning and investment management process. •MUST HAVE Series 7 •Series 66 & Life, Accident, and Health licenses (or commitment to obtain within 60 days). •High level of computer efficiency including Microsoft Office Tool Suite. •Strong interpersonal skills and client service experience is a plus. Qualified applicants can apply to Kristin.m.emerick@ampf.com Please include a resume, cover letter or fax to 732-462-7090

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