Personal Financial Planner — Commission-Based Advisor

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

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.