Financial Advisor

Barnum Financial Group Tri State; Woodbridge Township (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Barnum Financial Group Tri State is seeking a full-time Financial Advisor based in Iselin, NJ. You will provide strategic financial planning, assist clients with retirement planning, and develop risk management strategies.

The ideal candidate will have strong analytical abilities, excellent interpersonal skills, and the necessary licenses such as Life and Health, Series 7, and Series 66. Join a team with over 70 years of experience in helping clients make smart financial decisions.

Qualifications

• Experience in providing financial planning and consulting services.
• Strong ability in risk management and tax minimization strategies.
• Excellent communication and teamwork skills.

Responsibilities

• Provide strategic financial planning and consulting services to clients.
• Engage in retirement planning and manage investments.
• Execute estate conservation and philanthropic planning.

Skills

Financial Planning and Finance

Retirement Planning

Financial Advisory

Analytical and Problem-solving

Interpersonal Skills

Organizational Skills

Knowledge of tax laws

Tools

Life and Health Licenses

Series 7 License

Series 66 License

Job description

Company Description

Barnum Financial Group is a financial planning and consulting firm located in Iselin, NJ. With over 70 years of experience, we have helped over a quarter million clients nationwide create wealth and make smart money decisions. Our team provides a full range of investment and risk management products and services to individuals and families.

Role Description

This is a full-time on-site role for a Financial Advisor at Barnum Financial Group in Iselin, NJ. As a Financial Advisor, you will be responsible for providing strategic financial planning and consulting services to clients. Your day-to-day tasks will include financial planning, retirement planning, risk management, tax minimization strategies, estate conservation, special care and elder care planning, career-specific planning, and philanthropic planning.

Qualifications

• Financial Planning and Finance skills
• Experience in Retirement Planning and Investments
• Financial Advisory skills
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills
• Ability to work well in a team and collaborate with others
• Attention to detail and strong organizational skills
• Knowledge of tax laws and regulations

Life and Health, Series 7 and Series 66 licenses are highly desirable.

• Industry
  • Financial Services
• Employment Type

Full-time

• Job Functions
  • Finance
• Skills
  • Financial Advisory
  • Retirement Planning
  • Investments
  • Finance