Financial Representative Career Launch

Responsibilities

• Engage in the day-to-day duties of a financial professional with mentor guidance to build the skills needed for a thriving practice.
• Obtain a foundation that enables a swift start if you pursue the role full time after the program.
• Leverage the early experience to begin forming a client practice once contracted as a Financial Representative.
• Explore topics such as marketing, client prospecting, sales cycles, product offerings, team collaboration, time management, and more.
• Collaborate with peers and mentors on real world cases, prepare illustrations for prospects or existing clients, and earn commissions on sales.
• Meet with clients to understand goals, concerns, and current financial information; analyze data to craft plans with appropriate strategies, products, and services.
• Gain insight into how financial professionals work with individuals and families to discuss financial goals and strategies.
• Develop and maintain a client base that values your guidance and support.
• Learn the fundamentals of client acquisition and how successful advisors grow their practices.
• Explore a financial services career under the mentorship of experienced representatives, wealth managers, and advisors.

Requirements

• Pass the state licensing exam.
• Must be graduating in May 2026 or have graduated since 2024.
• Must be willing to commute to Paramus, NJ or Farmington, CT.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Financial planning services
• Flexible schedule
• Health insurance
• Life insurance
• Referral program
• Retirement plan
• Vision insurance

Who we are

Certified Financial Services offers a valuable path in financial services for motivated entrepreneurs, recent graduates, professionals transitioning from other fields, and financial practitioners seeking broader planning opportunities for clients.

We recognize that each member has important financial and personal goals, and our focus is on supporting the people who matter most in life. Our approach moves from exploring possibilities to turning plans into reality, with an emphasis on family protection, planning for the future, and developing confidence for life’s uncertainties.

We provide a collaborative environment, robust training programs, and the chance to make a meaningful impact in clients’ lives. Whether you are growing your career or new to the industry, CFS offers the tools and support to help you succeed.

Through our proven professional development process, you have the opportunity to evolve into a successful financial professional. We supply resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step toward a career with CFS and unlock your full potential.

Certified Financial Services operates as an Agency of The Guardian Life Insurance Company of America, with Park Avenue Securities LLC as a wholly owned subsidiary. The Guardian Network provides access to products offered by Guardian and its subsidiaries, supporting a network of preferred providers.

What we provide

• Development, mentorship, and training—local, virtual, and national—equipping you with the knowledge to build your practice with us.
• An immersive program focused on career and skill development with a path to transition from Summer Associate to Financial Representative/Financial Advisor.
• Licensing opportunities, including Life, Accident & Health, and Securities Licenses (SIE, Series 7, Series 66).

Pay

Pay: $2,000.00 – $4,000.00 per month

Location and commute

Work location: In person

Ability to commute: Paramus, NJ 07652 (Required); commuting to Farmington, CT is also noted in the role requirements.