Certified Financial Planner

5 hours ago

Red Bank, New Jersey, United States Integrated Financial Concepts Full time

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application todayCompensation:

$95,000 - $150,000 commission based

Responsibilities:

  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

Qualifications:

  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.

You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

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