Financial Advisor
Barnum Financial Group Tri State • Woodbridge Township, NJ5d • Onsite
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Financial Advisor
Barnum Financial Group Tri State•Woodbridge Township, NJ
•Onsite
About The Position
This is a full-time on-site role for a Financial Advisor at Barnum Financial Group in Iselin, NJ. As a Financial Advisor, you will be responsible for providing strategic financial planning and consulting services to clients. Your day-to-day tasks will include financial planning, retirement planning, risk management, tax minimization strategies, estate conservation, special care and elder care planning, career-specific planning, and philanthropic planning.
Requirements
- Financial Planning and Finance skills
- Experience in Retirement Planning and Investments
- Financial Advisory skills
- Strong analytical and problem-solving abilities
- Excellent interpersonal and communication skills
- Ability to work well in a team and collaborate with others
- Attention to detail and strong organizational skills
- Knowledge of tax laws and regulations
Nice To Haves
- Life and Health, Series 7 and Series 66 licenses are highly desirable.
Responsibilities
- Providing strategic financial planning and consulting services to clients
- Financial planning
- Retirement planning
- Risk management
- Tax minimization strategies
- Estate conservation
- Special care and elder care planning
- Career-specific planning
- Philanthropic planning
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Job Search Resources
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