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 5 days ago
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