Financial Professional

M Financial is partnering with OneTeam Financial ( ) to deliver a 2-year program that provides you the support and mentorship needed to accelerate your career in financial services.

Looking to leverage your previous industry experience and accelerate your growth? Our customized approach to coaching and development can be the key to your success. This is an opportunity to work for a firm with a strong and dynamic of subject matter specialists

We are seeking a hungry and driven individual, that will forge deep, long-term relationships with ultra-high-net-worth clients through a holistic planning approach to solving their complex, sophisticated financial and insurance needs.

Requirements :

• 2 - 7 years of transferable work experience, preferably in client-facing, consultative sales, or fiduciary roles
• An entrepreneurial mindset able to handle a high level of autonomy, independence, initiative, and interpersonal collaboration
• A strong code of professional ethics and integrity
• Strong communication skills (verbal & written)
• Excellent presentation skills

The Ideal candidate will have :

This is a full time in office role. The main office will be located in Red Bank and a second office is located Cranford. This is an outstanding firm, and they are one of the top performing firms with M Financial. This is a growth-oriented team that truly works together to provide the best results. With this firm your growth plan could include a path to ownership.

Apply Today!