Financial Planner

4 days ago

Red Bank, NJ, United States Integrated Financial Concepts Inc Full time

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 • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Compensation: $95,000 - $150,000 commission based

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Compensation:
$95,000-$150,000 per year

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