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Join Our Team

About Us

We are a tight knit group that places a high value on the culture of our team. We are family and client focused. We work with our clients, through the planning process, to reach their goals. The planning process allows us to find solutions to fit each individual goal.

Job Description: Advisor Associate

The Advisor Associate position is a licensed position that will provide client service support for the team. This position requires a high level of attention to detail and the ability to problem solve. Advisor Associate will work directly with Advisors in executing solutions for clients.


  • Bachelor’s Degree
  • Hire must be able to pass Series 7 and 66 security licenses and the Nebraska health/life license, within 8 months of employment
  • Pass background check
  • Maintain confidentiality
  • Detail oriented


  • Handle client service work
  • Appointment preparation
  • Create insurance proposals
  • Create advisory proposals
  • Working with vendors to find client solutions
  • Develop expertise in given area

Employment positions will require background checks given the independent financial advisors association with Waddell & Reed, Inc. due to regulatory requirements. However, these positions are not offered through or by Waddell & Reed, Inc. Instead, these opportunities are offered solely by the NJN Financial Group in connection with their independent practice. The independent financial advisor associated with NJN Financial Group are not employed by, nor authorized to engage or employ any individual on behalf of, Waddell & Reed, Inc. All employment obligations are the sole obligation of NJN Financial Group and the independent financial advisor associated with NJN Financial Group.  (08/20)