Financial ConsultantIntegrated Financial Concepts • Red Bank, NJ, US
Financial Consultant
Integrated Financial Concepts • Red Bank, NJ, US
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job_description.job_card.job_descriptionCPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Superior customer service skills, math skills, relationship skills, and communication skills are preferred Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital A Bachelor's degree in business administration, finance, or a related field is required
Overview
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!
Responsibilities
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Qualifications
Compensation
$95,000 - $150,000 per year, commission based
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Financial Consultant • Red Bank, NJ, US