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Associate Financial Advisor

TTI of USA, Inc.

Manasquan, NJ

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JOB DETAILS
SKILLS
Administrative Skills, Business Development, Certified Financial Planner (CFP), Communication Skills, Construction, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Data Analysis, Detail Oriented, Entrepreneurship, Finance Software, Financial Modeling, Financial Planning, Licensing, Mentoring, Microsoft Excel, Onboarding, Operational Support, Organizational Skills, Presentation/Verbal Skills, Revenue Growth, Sales Prospecting, Series 66, Series 7, Spreadsheets, Team Player, Wealth Management, Writing Skills
LOCATION
Manasquan, NJ
POSTED
30+ days ago

Associate Financial Advisor

Role Structure

  • 50% Advisor Support - Financial plan preparation, portfolio strategy, meeting preparation, investment research, and case design.
  • 25% Business Development - Prospecting support, client meetings, relationship cultivation, and personal production growth .
  • 25% Operations & Administrative Support - Client onboarding, paperwork, CRM management, and workflow execution .

Qualifications & Skills

  • Strong interest in building a long-term career in wealth management
  • Excellent communication skills (verbal and written)
  • Highly organized with strong attention to detail
  • Advanced proficiency in Microsoft Excel (financial modeling, projections, data analysis, spreadsheet construction required)
  • Comfortable with financial planning software and CRM systems
  • Entrepreneurial mindset with desire to grow revenue within a team environment
  • Professional presence and high personal accountability

Licensing & Professional Development

  • Series 7 and Series 66 preferred
  • If not currently licensed, candidate must obtain both within a timeframe determined on a case-by-case basis
  • Defined path toward pursuing the CFP designation with mentorship and professional development support

Compensation Structure

  • Base salary position
  • Performance bonus tied to personal production and overall firm growth
  • Long-term growth opportunity within a collaborative team model

About the Company

T

TTI of USA, Inc.