Financial Planning Consultant: Grow Client Wealth

Integrated Financial Concepts; Red Bank (NJ); Sur place; USD 95 000 - 250 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Financial planning

Prospect acquisition

Client relations

Attention to detail

Licenses: CFP/CPA

FINRA knowledge

Formation

Bachelor’s degree in business/finance

Outils

CRM systems

MS Office

Financial planning software

Google Suite

Description du poste

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.