Retirement Specialist

2 weeks ago

Harrison Township, United States Insight Global Full time

On-site M-Thursday 9am-5 pm, Friday 9am - 1 pm

Job Description:

A client of Insight Global is seeking a dedicated and experienced Financial Advisor to join their team in the Mullica Hill, NJ area. The ideal candidate will have a strong background in financial and retirement planning strategies, with a commitment to helping clients achieve their long-term financial goals.

Key Responsibilities:

  • Conduct detailed financial assessments of clients’ financial status, goals, and risk tolerance.
  • Develop customized financial plans that include investment strategies, retirement planning, estate planning, and tax strategies.
  • Provide ongoing advice and portfolio management to clients, adjusting strategies as needed to align with changing market conditions and life events.
  • Build and maintain strong client relationships through excellent service and communication.
  • Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive client service.

Must Have Requirements:

  • Minimum of 5 years of experience in retirement planning services.
  • Must hold a Series 65 license.
  • Proficient in financial planning software and Microsoft Office Suite.

Plusses:

  • Holds a Certified Financial Planning (CFP) License.
  • Strong understanding of investment products, financial planning, and tax planning

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