Experienced Personal Financial Planner — Grow Your Practice

WizeHire, Inc; Red Bank (NJ); On-site; USD 95,000 - 250,000; Full time

Job summary

Integrated Financial Concepts Red Bank, NJ, US seeks an experienced financial advisor to design and implement client strategies. A Bachelor’s degree in business or finance and a proven client relationship track record are required, along with strong communication skills.

Responsibilities include serving existing clients, personalizing plans, and helping clients implement financial recommendations. Licenses CPA/CFP and FINRA 7/66 are required; MS Office/CRM proficiency is preferred.

Qualifications

• Bachelor's degree in business or finance is required.
• Proven track record of building long-term client relationships.
• Excellent communication and customer service abilities.

Responsibilities

• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Customize financial plans for each client based on life changes and changing financial needs
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Develop and provide financial advice and strategies based on client risk tolerance and objectives
• Identify, seek, and establish prospects and build relationships with new clients as their trusted advisor
• Proficiency with MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Proven success as a financial planner or advisor is essential
• Up-to-date knowledge of the financial industry and tax regulations is necessary
• Licenses including CPA or CFP and FINRA Series 7 and 66 are required

Skills

Excellent communication skills

Strong client relationship skills

Financial analysis

Detail-oriented

Education

Bachelor's degree in business, finance, or related field

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

Integrated Financial Concepts Red Bank, NJ, US seeks an experienced financial advisor to design and implement client strategies. A Bachelor’s degree in business or finance and a proven client relationship track record are required, along with strong communication skills.

Responsibilities include serving existing clients, personalizing plans, and helping clients implement financial recommendations. Licenses CPA/CFP and FINRA 7/66 are required; MS Office/CRM proficiency is preferred.