1. 1800 Route 34 Bldg 2, Suite 201 Wall, NJ 07719 732-922-6300 Fax 732-922-3353 www.margfinancial.com
Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC
Mid Atlantic Resource Group, LLC and its affiliated companies are independently owned and operated.
Affiliated with Securian Financial Network.
Affiliated Companies
Mid Atlantic Benefit Strategies, LLC
Financial Advisor (Financial Representative)
Job Description
Mid Atlantic Resource Group is a comprehensive financial services firm committed to helping our clients
improve their long-term financial success. We help individuals and businesses build secure futures. With a
network of offices in New Jersey, New York and Pennsylvania, we offer a wide range of quality products and
the advice and expertise of some of the best financial professionals in the industry. As we continue to grow,
we are seeking a highly motivated professional to join our team of dedicated Advisors. This is a unique
opportunity to make a difference in a dynamic and rapidly growing team-oriented environment.
Job Responsibilities
As a Financial Advisor you will have the opportunity to help your clients accomplish their financial objectives by
assessing and managing their individual business and personal needs and providing creative solutions. You will
work in one of today's top-rated careers, helping clients achieve security by developing strategies to meet their
changing needs. You will create customized solutions in the long-term interest of your clients.
Additional responsibilities of the role include:
Developing a client base of business owners, professionals and affluent individuals
Building and fostering long term relationship with a sustainable client base
Assessing the financial needs of your clients
Creating and implementing creative financial recommendations
Conducting regular review meetings with clients
Maintaining a current working knowledge of relevant techniques including, tax regulations, risk management
products and investment vehicles
Helping people and businesses build secure futures
Job Requirements
As a Financial Advisor you must have an entrepreneurial spirit, ambition to succeed and high energy. You must
be an excellent communicator who is highly motivated to succeed and a strong leader who possesses the
ability to motivate and lead your clients. Ideal candidates are professionals from various backgrounds who are
experts in business and finance and are seeking a meaningful career where you can make a positive impact in
the success of individuals and businesses. You must have superior interpersonal and communication skills in
order to interact and converse with people easily and build meaningful business partnerships.
Additional requirements of the role include:
Financial knowledge and expertise
Life experience, highly valued
Bachelor’s degree or a proven track record of success in business
Proven achievements in leadership, academics and extracurricular activities
At least 5 years of related full-time work experience
Ideal experience in areas such as business, business development, sales, sales management, accounting,
education, financial services or military service
2. 1800 Route 34 Bldg 2, Suite 201 Wall, NJ 07719 732-922-6300 Fax 732-922-3353 www.margfinancial.com
Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC
Mid Atlantic Resource Group, LLC and its affiliated companies are independently owned and operated.
Affiliated with Securian Financial Network.
Affiliated Companies
Mid Atlantic Benefit Strategies, LLC
Master’s Degree in finance, accounting or related field, a plus
Accounting background, a plus
Business management and/or owner, a plus
Established relationships within the community for natural market penetration, preferred
Effective time management and organizational Skills
Must have or be willing to obtain Life & Health insurance license, as well as FINRA 7 & 66 Registrations
Benefits
At Mid Atlantic Resource Group, we offer a comprehensive training and development program that provides
you with intensive support during your transition into a career as a Financial Advisor. You will receive
individualized supervision and mentorship on an ongoing basis. We provide a success oriented and positive
work environment and the opportunity to serve individuals as well as small-to-medium size businesses.
We offer a compensation package that includes start-up financial assistance for individuals who are new to the
industry. We are family oriented and our employees enjoy a small office setting with an open door policy. As a
team we work hard to play hard and our employees have been with us for 18-20+ years. Our customized
training programs are hands-on and come with the resources and professional mentorship you need to
succeed.
Additional benefits of the role include:
• Medical, Dental and Vision
• Prescription Coverage
• Life Insurance
• Short and Long Term Disability
• Long term care
• 401(k)
• Additional Voluntary Benefits
• Company Lunches & Gatherings