Financial Advisor
Full-time
Barnum Financial Group Tri State
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 more than 2 months ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Woodbridge, NJ vacancy
- Company Description Barnum Financial Group is a financial planning and consulting firm located in Iselin, NJ. With over 70 years of experience... ...Description This is a full-time on-site role for a Financial Advisor at Barnum Financial Group in Iselin, NJ. As a Financial Advisor...SuggestedFull time
- ...Build a Career Helping People Build Their Financial Future Barnum Financial Group, a MassMutual firm, is looking for motivated, relationship... ...a meaningful career in financial services. As a Financial Advisor , you'll work directly with individuals and families to help them...Suggested
Empire Growth Partners / Northwestern Mutual
Woodbridge, NJ1 day ago - ...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...SuggestedWeekend workAfternoon shift
$15 per hour
...the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an... ...selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve...SuggestedMinimum wageFull timeContract workPart time$42.5k
...toward achieving their educational dreams? Paul Mitchell Schools in Newark, DE, is seeking a skilled and professional full-time Financial Aid Advisor to join our team. This full-time role offers a competitive salary starting at $42,500/year and includes a comprehensive...SuggestedFull timeLocal areaMonday to FridayAfternoon shiftPaul Mitchell Schools
Newark, NJ16 days ago$60.93k - $125k
...Job Description Job Description A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Advisor to serve our clients and prospects in our New Jersey region. We believe that our ongoing success depends upon a skilled, satisfied...Temporary workWork experience placementWork visaFlexible hoursMid Penn Bank - Millersburg Branch
New Brunswick, NJ7 days ago- ...Position Details Recruitment/Posting Title: Financial Assistance Advisor Job Category: Staff & Executive - Finance/Accounting/Purchasing Department: UBHC - OP Registration Overview: Rutgers University Behavioral Health Care (UBHC), established in 1971, offers a full continuum...Full timeSeasonal workWork at officeFlexible hours
Rutgers University
Piscataway, NJ4 days ago $52k - $58k
...Level) Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a entry-level FP&A Analyst who combines strong financial planning, analytical capability, and technology-driven skills. The ideal candidate will support budgeting, forecasting, reporting,...WorldwideAzend Pharma
Edison, NJ1 day ago- A pharmacy consulting firm is seeking a Finance Associate to oversee financial operations while driving efficiency through advanced technology. Responsibilities include managing accounting processes, designing Excel models, and collaborating with leadership on project viability...
$52k - $58k
...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 officeWorldwide- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...InternshipMonday to Friday
Year Up United
Newark, NJ11 hours ago $23.25 - $30.75 per hour
...life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs...Work at office$18.41 - $23.03 per hour
...Personal Banker - North Edison (Full-time) How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow...Full timeWork at officeLocal areaFlexible hours$38.25k
...Relationship Banker Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into... ...You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting...Hourly payFull timeWork experience placementWork at officeShift workAfternoon shift- ...Will be Responsible For: Contribute toward a team covering one or more client relationships Assist in the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash...Local area
EisnerAmper
Iselin, NJ1 day ago - ...Fund Accountant – Financial Technology / Wealth Management Put your accounting, analytical, and financial services experience to work... ...services company serving family offices, registered investment advisors, private trust companies, and other financial institutions, is...Work at officeFlexible hours
TPG Staffing LLC
Edison, NJ13 hours ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Edison, NJ4 days ago- ...records for multiple private equity investment funds Prepare and review journal entries and cash reconciliations Prepare quarterly financial statements, investor capital account statements, and supporting workpapers Manage capital calls and distributions, including...Local areaWork from home
Vaco by Highspring
Edison, NJ1 day ago - ...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, NJ3 days ago - ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...Full timeWork at officeImmediate start
U.S. Department of Housing and Urban Development
Edison, NJ3 days ago $98.35k - $115.7k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...servicing to investment companies and advisers. Serves as trusted advisor to clients by continually assessing changing business and...Full timeWork at officeLocal area3 days per weekUS Bank
Edison, NJ1 day ago- GardaWorld is shaping the future of cash management! We provide our clients with solutions in every phase of their cash supply chain, including secured transportation, cash management, cash vault processing, forecasting, ATM, and cash recycler services. We are equipped...Immediate startMonday to Friday
GardaWorld
Edison, NJ20 hours ago $17.31 - $28.85 per hour
...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officeFairygodboss
Edison, NJ2 days ago- ...organization. This position will serve as a trusted strategic advisor to executive leadership, offering independent risk assessments,... ...domicile, and operate alternative risk financing programs.Develop financial models to assess risk retention strategies and their impact on...Full timeContract workFor contractorsWork at office
SOLV Energy
Edison, NJ5 days ago - ...diverse and inclusive team and encourage applications from candidates of all backgrounds. We are seeking a talented and motivated Financial Analyst to join our dynamic and collaborative FP&A team. In this role you will partner with key business functions to set budgets,...Full timeWork at officeRemote workWorldwide
Hikma Group
Berkeley Heights, NJ1 day ago - ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to FridayShift workDay shift
- ...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...Full time
$25.5 - $27 per hour
...Bankers. Qualifications Bachelor degree preferred High school diploma/GED Two or more years of related experience in Financial Services industry Basic knowledge of retail product philosophy, policy, procedures, documentation and systems Thorough knowledge...Hourly payFull timeTemporary workMonday to FridayFlexible hoursShift workWeekend workFIRST BANK
Summit, NJ21 hours ago$150k - $160k
...Onsite 3x per week after 3-6 mos of 5x/wk $150-160K base + bonus Job Summary: Financial firm is seeking an experienced risk professional to join their brokerage business. Will be positioned within the firm’s Energy & Commodities brokerage business. The focus of the role...Work at office3 days per weekEmergent365 Inc
Edison, NJ13 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial banking Woodbridge, NJ
- finance financial Woodbridge, NJ
- financial Woodbridge, NJ
- financial sales Woodbridge, NJ
- financial institutions Woodbridge, NJ
- senior financial analyst fp&a Woodbridge, NJ
- financial fraud Woodbridge, NJ
- private financial advisor
- junior finance consultant
- associate corporate finance