Growth‑Oriented Financial Planner & Client Advisor

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

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