Financial Advisor Position Summary

Centrum is an independent, boutique, comprehensive personal and business financial planning firm.  We provide objective financial advice to our clients, and assist in the implementation of our recommendations.  Through annual review meetings, we maintain a life-long relationship with our clients, who are throughout the U.S. and some in Europe.  We don’t cold call or advertise for prospective clients, and have built the business on referrals and warm calls.

We are seeking a self-motivated individual to join the firm, obtain necessary FINRA investment/planning/interstate licenses and NJ insurance licensing, assist with administrative responsibilities, and learn the business while developing their own client base, with the assistance of Centrum and Summit Equities, our broker/dealer.  Daily activities would consist of various administrative duties initially (contacting investment and insurance companies, maintaining current client relations, etc…), reaching out to prospective clients – friends, parents of friends, family members, and other acquaintances, studying for and successfully completing licensing requirements, and learning to become proficient with financial planning software and other applications that are used to develop plans, implement recommendations, and maintain client relationships.

Our offices are located in Clinton, NJ and we have a branch office in New Hope, PA.