Financial Planner Associate — Build Plans & Growth

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 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.