Financial Services Specialist

1 month ago


Teaneck, New Jersey, United States Creative Financial Full time
Job Description

We are seeking an experienced Advisor to join our team at Creative Financial. As a Financial Services Specialist, you will be responsible for building a practice from the ground up, working closely with our team of experts to provide industry-specific knowledge and recommendations to advance clients' goals and objectives.

Key responsibilities include:

  • Evaluating clients' needs on an independent basis
  • Providing financial planning and risk management services
  • Collaborating with our team of compliance experts to ensure regulatory compliance
  • Developing and implementing long-term strategies for succession

We offer a team-based approach to problem-solving, providing access to industry experts and thought-leaders. Our firm is backed by a team of experts, bringing value-added services to our clients.

If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to learn more about this opportunity.



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