Financial Representative
Certified Financial Services, Paramus, NJ, United States
Financial Representative Summer Associate Career Launch Program
Gain entrepreneurial skills and a foundation for a rewarding career. You won’t be pushing pencils here. This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future. For the right person, a career as a Financial Representative with Certified Financial Services and The Guardian Network allows you to experience entrepreneurship with support and make a difference in peoples’ lives while achieving your own professional and financial goals.
You are…
A self‑motivated individual with a confident personality, high integrity, and a strong desire to succeed
Passionate about cultivating long‑term relationships to help others reach their goals
Ambitious, entrepreneurial, and looking for career growth and development
Once you pass your state licensing exam, you’ll be…
Learning about: marketing, client prospecting techniques, the sales cycle, product offerings, team building and collaborative practices, time management, and more
Working directly with peers and mentors on “real world” cases, preparing illustrations for prospects or existing clients; earning commissions on sales
Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create plans with appropriate strategies, products, and services
Gain insight into how financial professionals work with individuals and families to discuss financial goals and strategies.
Developing and maintaining a base of clients who value your input and guidance
Learn the fundamentals of client acquisition and how successful advisors grow their practices.
Have the opportunity to “try out” a career in financial services, mentored by experienced financial representatives, wealth managers, and financial advisors.
What we provide…
Development, mentorship, and training—locally, virtually, and nationally—providing you with all the knowledge and information you need to build your practice with us
An immersive program designed for career and skill development. Opportunity to transition from a Summer Associate to a Financial Representative/Financial Advisor.
Licensing opportunities, including Life, Accident & Health License, as well as Securities Licenses (SIE/Series 7/Series 66)
This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future and allows you to earn commissions on sales you make throughout your internship
A realistic understanding of the full-time Financial Representative career along with the opportunity to “try out” a career in financial services, mentored by experienced financial planners
Prep for Series 7 and Series 66
Sponsorship for Life and Health insurance exams
Requirements
Must be graduating in May 2026 or have graduated in 2024-2025
Must be willing to commute to Paramus, NJ or Farmington, CT
#J-18808-Ljbffr
You are…
A self‑motivated individual with a confident personality, high integrity, and a strong desire to succeed
Passionate about cultivating long‑term relationships to help others reach their goals
Ambitious, entrepreneurial, and looking for career growth and development
Once you pass your state licensing exam, you’ll be…
Learning about: marketing, client prospecting techniques, the sales cycle, product offerings, team building and collaborative practices, time management, and more
Working directly with peers and mentors on “real world” cases, preparing illustrations for prospects or existing clients; earning commissions on sales
Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create plans with appropriate strategies, products, and services
Gain insight into how financial professionals work with individuals and families to discuss financial goals and strategies.
Developing and maintaining a base of clients who value your input and guidance
Learn the fundamentals of client acquisition and how successful advisors grow their practices.
Have the opportunity to “try out” a career in financial services, mentored by experienced financial representatives, wealth managers, and financial advisors.
What we provide…
Development, mentorship, and training—locally, virtually, and nationally—providing you with all the knowledge and information you need to build your practice with us
An immersive program designed for career and skill development. Opportunity to transition from a Summer Associate to a Financial Representative/Financial Advisor.
Licensing opportunities, including Life, Accident & Health License, as well as Securities Licenses (SIE/Series 7/Series 66)
This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future and allows you to earn commissions on sales you make throughout your internship
A realistic understanding of the full-time Financial Representative career along with the opportunity to “try out” a career in financial services, mentored by experienced financial planners
Prep for Series 7 and Series 66
Sponsorship for Life and Health insurance exams
Requirements
Must be graduating in May 2026 or have graduated in 2024-2025
Must be willing to commute to Paramus, NJ or Farmington, CT
#J-18808-Ljbffr