Financial Advisor

Garden State Securities, Inc.; Red Bank (NJ); On-site; USD 110,000 - 170,000; Full time

Job summary

Garden State Securities, Inc. is seeking a seasoned financial professional to deliver personalized investment solutions and assist clients in achieving long-term financial goals.

The role involves building and maintaining client relationships, developing financial plans, and cross-checking work for accuracy. The ideal candidate will have a Bachelor's degree in Finance or a related field plus 5+ years of industry experience and a strong understanding of the investment business, along with

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Financial planning

Investment knowledge

Interpersonal communication

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills