Financial Advisor

Barnum Financial Group Tri State; Paramus (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

A financial planning and consulting firm in Paramus, NJ is seeking a full-time Financial Advisor to provide clients with strategic financial planning and consulting services. The role includes financial and retirement planning, risk management, and estate conservation tasks. Applicants should possess strong financial planning skills, experience in retirement planning, and relevant licenses such as Series 7 and Series 66. The firm values excellent communication skills and the ability to work collaboratively. This is an on-site position.

Responsibilities

• Provide strategic financial planning and consulting services to clients.
• Manage retirement planning and risk management tasks.
• Develop tax minimization strategies and estate conservation plans.
• Plan career-specific and philanthropic initiatives.

Skills

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

Attention to detail

Knowledge of tax laws and regulations

Education

Life and Health, Series 7 and Series 66 licenses

Job description

Barnum Financial Group is a financial planning and consulting firm located in Paramus, 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 Paramus, 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