Financial Advisor
barnum financial group tri stateParamus, NJ
Financial Advisor
barnum financial group tri stateParamus, NJSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
APPLY NOWCompany 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
Matching similar jobs
Level
Senior L5
Location
Paramus, NJ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
9 days ago