Financial Advisor

Barnum Financial Group Tri State

Company Description

Barnum Financial Group is a financial planning and consulting firm located in Iselin, NJ. With over 70 years of experience, we have helped over a quarter million clients nationwide create wealth and make smart money decisions. Our team provides a full range of investment and risk management products and services to individuals and families.

Role Description

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.

Qualifications

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
Life and Health, Series 7 and Series 66 licenses are highly desirable

Apply

Vacancy posted 27 days ago

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