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 a month ago
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