Personal Financial Planner

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

Job summary

Integrated Financial Concepts in New Jersey seeks an experienced financial advisor to design and implement strategies helping clients reach their goals. Candidates should hold a Bachelor's degree in business or finance, have a proven track record of long-term client relationships, and exhibit excellent communication skills.

The role involves advising on savings plans, insurance, funds, and other financial products while delivering exceptional service and maintaining thorough client records.

Qualifications

• Bachelor's degree in business or finance is required
• CPA or CFP license and FINRA Series 7/66 licensing required
• Proven track record as a financial planner or advisor
• Strong communication and interpersonal skills required

Responsibilities

• Aid clients in implementing financial recommendations and plans
• Provide exceptional service and maintain client communications in files
• Customize financial plans based on life changes and needs
• Identify prospects and build relationships with new clients
• Develop strategies aligned with client risk tolerance and goals

Skills

Proven success as financial planner or

Excellent communication skills

Relationship skills

Customer service skills

Math skills

Education

Bachelor's degree in business or finance

CPA or CFP license and FINRA Series 7/66

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills.

Compensation

$95,000 - $250,000 commission based

Qualifications

• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

Responsibilities

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Customize financial plans for each client based on potential life changes and changing financial needs
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives