Associate Financial Planner

Integrated Financial Concepts; Red Bank (NJ); On-site; USD 95,000 - 250,000; Full time

Job summary

Integrated Financial Concepts in Red Bank, NJ is seeking an experienced financial advisor to develop tailored financial plans and build lasting client relationships. The role emphasizes client service, rigorous planning, and proactive prospecting to grow the practice.

The successful candidate will hold CPA/CFP credentials with FINRA Series 7 & 66 and a bachelor’s degree in business or finance, with proficiency in MS Office, Google Suite, CRM systems, and financial planning software.

Qualifications

• Bachelor’s degree in business administration, finance, or related field.
• CPA or CFP license with FINRA Series 7 and 66 is required.

Responsibilities

• Create customized financial plans based on client life changes and needs.
• Provide exceptional service and monitor communications in client files.
• Establish relationships with new clients as trusted advisors and pursue prospects.
• Present financial recommendations based on client risk tolerance and objectives.
• Gather client financial information to determine status, goals, and expectations.

Skills

Math skills

Relationship skills

Communication skills

Customer service

Education

Bachelor’s degree in business/finance

CPA or CFP + FINRA Series 7 & 66

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

Integrated Financial Concepts Red Bank, NJ, US

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you,

• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Bachelor’s degree in business administration, finance, or related field is required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial

Compensation

$95,000 - $250,000 commission based

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.