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.
* Industry
* Financial Services * Employment Type Full-time
* Job Functions
* Finance * Skills
* Financial Advisory
* Retirement Planning
* Investments
* Finance
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Iselin, NJ vacancy
- ...Financial Advisor - Central Jersey page is loaded## Financial Advisor - Central Jerseylocations: NJ - Edisontime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ-44666Meaningful work. Rewarding career. Make an impact providing expert financial advice...SuggestedLocal area
Thrivent Financial
Edison, NJ1 day ago - Bank of America is seeking a Financial Solutions Advisor to help clients improve their financial lives. This role involves guiding clients and managing relationships in banking and investment services. Successful candidates will be responsible for obtaining necessary securities...SuggestedMonday to Friday
- Job Description - Financial Advisor - NJ, Woodbridge (2363) (25000001) Primary Location UNITED STATES-NJ-Woodbridge Organization Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our...SuggestedTemporary workLocal areaRemote work
- ...Job Description – Entry Level – Financial Advisor – NJ, Woodbridge (3882) (2000003Z) Primary Location UNITED STATES – NJ – Woodbridge Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Port Reading, NJ5 days ago - ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Equitable Holdings
Woodbridge, NJ2 days ago - ...Join us at Lincoln Tech! We're looking for an experienced Financial Aid Advisor -- Continuing Students to join our team and help students navigate their financial aid journey. Travel required between our campus in Iselin, NJ and Paramus, NJ. Make a meaningful impact by...Full timeTemporary work
Lincoln Technical Institute
Iselin, NJ4 days ago - TOTAL Deutschland GmbH is seeking a Controlling and Reporting Advisor in Linden, New Jersey. This role ensures integrity and accuracy in financial reporting and compliance with accounting standards. Responsibilities include managing month-end closing, preparing financial...
- A leading financial services firm in Edison, NJ is seeking a Financial Advisor who will provide expert financial guidance and build lasting relationships with clients. The ideal candidate is self-disciplined, motivated to help others, and able to control their schedule...Flexible hours
$28.85 - $33.65 per hour
Financial Solutions Advisor - Stage I (FSA I) at Bank of America is a role focused on building successful careers by guiding clients to improve their financial lives while building, nurturing, and managing client relationships across banking and investment services. Key...Hourly payMonday to FridayShift workDay shift- A prominent financial consulting firm is seeking a full-time Financial Advisor to join their team in Iselin, NJ. The ideal candidate will provide strategic planning and consulting services, specializing in financial and retirement planning, risk management, and tax minimization...Full time
- A large fraternal benefit society is seeking financial representatives dedicated to helping individuals achieve their financial goals. You will create tailored financial plans and offer necessary tools for members, focusing on integrity and community impact. With robust...
- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real dreams and...
Lee Nolan & Koroghlian LLC
Staten Island, NY2 days ago - ...The compensation for this position is performance-based, where advisors earn a first-year commission, substantial bonuses, and residual income that becomes their salary over time. Visit the RU Financial Website Job Description: RU Financial is a financial services...Full timeWork from home
MassMutual
Warren, NJ4 days ago $20.13 - $32.19 per hour
Financial Eligibility Advisor Resource Services The Financial Eligibility Advisor will: Interview patients in person or by telephone and determines eligibility. Conduct comprehensive financial screenings for uninsured and underinsured patients to determine eligibility...Full timeWork experience placementShift workSaint Peter's Healthcare System
New Brunswick, NJ1 day ago- Bank of America in Woodbridge Township, NJ is seeking a financial advisor to help clients achieve their financial goals through tailored investment strategies. The ideal candidate should have at least one year of experience in the investments and financial services industry...
$70k - $80k
Bank of America seeks a financial advisor in South Plainfield, NJ, to provide tailored financial solutions. Responsibilities include assessing client needs, recommending investment strategies, and ensuring compliance with SAFE Act registration requirements. Ideal candidates...- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
Modern Woodmen
Clark, NJ1 day ago $70k - $80k
Bank of America is seeking a Financial Advisor to provide customized financial solutions to clients in Scotch Plains, NJ. The role involves building financial plans, recommending investment strategies, and triaging client requests based on their needs. Qualified candidates...$15 per hour
1 day ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Regional Director at Prudential Advisors About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We...Minimum wageFull timeContract workPart time$65k - $80k
Bank of America in East Brunswick Township seeks a dedicated financial advisor to provide customized advice and solutions to clients for achieving their financial goals. Responsibilities include building financial plans, triaging client requests, and mitigating risks, all...- ...seeks a Counselor for JFK Muhlenberg Schools in Edison, NJ. The role involves providing integrated student services, understanding financial aid regulations, and fostering a supportive environment for students. Candidates must have a BA/BS degree and two years of...Weekend workAfternoon shift
$65k - $80k
Job Overview A role focused on providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial...Monday to FridayShift workDay shift$70k - $80k
Job Summary This role provides comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. The incumbent will triage client leads, make referrals to business partners based on client needs and asset thresholds, meet with...Temporary workMonday to FridayShift workDay shift- Equitable Advisors is seeking a Financial Professional for the Retirement Benefits Group to enhance client engagement and provide tailored financial solutions. The role offers flexible scheduling, comprehensive training, and mentorship, including a supportive network of...Flexible hours
- ...Associate Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a Finance Associate who brings together strong financial expertise with advanced technological skills. The ideal candidate will be a strategic thinker who can combine traditional...Work at office
Azend Pharma
South Plainfield, NJ8 days ago - ...An established industry player is seeking driven individuals to join their team as Financial Advisors. This role offers the opportunity to empower clients in securing their financial futures while enjoying comprehensive training and support. You will gain access to a...
Equitable Advisors LLC
Woodbridge, NJ1 day ago $105k - $250k
...Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan...Temporary workLocal areaFlexible hoursCitizens Careers
Woodbridge, NJ3 days ago$105k - $250k
...Job Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial...Temporary workLocal areaFlexible hoursCitizens Financial Group, Inc.
Fords, NJ16 hours ago- ...Financial Advisor Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Flagstar Bank in Sayreville, NJ would allow you to join the Investment...Local area
LPL Financial
Sayreville, NJ16 hours ago - ...Description About the Company MassMutual NJNYC is a financial planning firm with offices across the Tri State. We specialize... ...This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual...Full timeRemote work
Massachusetts Mutual Life Insurance Company
Warren, NJ2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches