Financial Advisor

Barnum Financial Group Tri State

Company Description

Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.

Barnum Financial Group is a financial planning and consulting firm located in Paramus, 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 Paramus, 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 xhyhwjd 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 13 days ago

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