This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning services, offering advice on finance and retirement planning, and assisting clients with investment strategies.
The Financial Advisor will also provide financial advisory services, develop personalized financial plans, and conduct regular reviews of clients' portfolios.
Some remote work is acceptable, but the role is primarily located in Paramus, NJ.
Qualifications :
- Financial Planning and Finance skills
- Expertise in Retirement Planning and Investments
- Experience in providing Financial Advisory services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Attention to detail and strong organizational skills
- Certifications such as CFP or CFA are beneficial
- Bachelor's degree in Finance, Economics, or related field
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