Wealth Planner & Financial Advisor

WealthBridge Financial Group; Hoboken (NJ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A financial services firm in Hoboken, New Jersey, is seeking a Financial Professional to develop personalized financial plans and guide clients to achieve their financial goals. Ideal candidates will have a Bachelor’s degree and preferably 2+ years of experience in financial consulting. Responsibilities include financial analyses, risk management, and enhancing client relationships. The role offers excellent benefits, including health coverage and a 401(k) retirement plan.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• 2+ years of experience in financial consulting or a similar role preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through their financial decisions.
• Conduct comprehensive financial analyses including risk management and retirement planning.

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem-solving skills

Education

Bachelor's degree in finance, economics, or a related field

Tools

Financial planning software

Job description

A financial services firm in Hoboken, New Jersey, is seeking a Financial Professional to develop personalized financial plans and guide clients to achieve their financial goals. Ideal candidates will have a Bachelor’s degree and preferably 2+ years of experience in financial consulting. Responsibilities include financial analyses, risk management, and enhancing client relationships. The role offers excellent benefits, including health coverage and a 401(k) retirement plan.