Financial Planner

Integrated Financial Concepts; Red Bank (NJ); On-site; USD 80,000 - 135,000; Full time

Job summary

Integrated Financial Concepts is expanding and seeking an entry-level financial advisor to learn the wealth management process and help clients pursue their monetary goals. The role emphasizes clear communication, analytical thinking, and smart decision-making in client planning.

Successful candidates will leverage a strong math background and relationship skills while gaining hands-on training. Compensation ranges from $80,000 to $135,000 annually on a commission basis, with growth as licenses

Qualifications

• Bachelor's degree in finance or related field is required.
• FINRA licenses are a bonus (not required).
• Strong math, communication and relationship skills are essential.

Responsibilities

• Embrace role of a structured yet coachable team player open to continued education and training from other team members.
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.
• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management.
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.

Skills

FINRA Licenses

Math skills

Communication

Relationship building

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

Job description

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.

Compensation: $80,000 - $135,000 commission based

Qualifications

• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A Bachelor's degree in finance, business administration, or alternate related analytical field is required
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

Responsibilities

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor