Financial Planning Consultant

Integrated Financial Concepts; Red Bank (NJ); On-site; USD 95,000 - 250,000; Full time

Job summary

Integrated Financial Concepts in Red Bank, NJ, seeks an experienced financial advisor to help clients meet their financial goals with long-term relationships, industry knowledge, and meticulous attention to detail.

You will design customized plans, seek new prospects, deliver outstanding service, compile client data, and apply planning software and CRM tools. A CPA or CFP license and FINRA 7/66, plus a bachelor's degree, are required.

Qualifications

• Bachelor’s degree in business, finance, or related field.
• Licenses CFP or CPA required; FINRA Series 7 and 66.
• Proven track record of long-term advisor relationships.
• Strong communication and attention to detail.

Responsibilities

• Design customized financial plans for clients based on life changes and needs.
• Prospect new clients and build trusted advisory relationships.
• Provide exceptional client service; track communications and advice.
• Compile client financial data to determine goals and cash flow.
• Research and deliver suitable financial strategies based on risk tolerance and objectives.

Skills

Financial planning

Prospect acquisition

Client relations

Attention to detail

Licenses: CFP/CPA

FINRA knowledge

Education

Bachelor’s degree in business/finance

Tools

CRM systems

MS Office

Financial planning software

Google Suite

Job description

Integrated Financial Concepts Red Bank, NJ, US

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• A Bachelor’s degree in business administration, finance, or a related field is required

Compensation

$95,000 - $250,000 commission based

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.