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Financial Advisor
Job
Barnum Financial Group Tri State
Woodbridge Township, NJ (In Person)
Full-Time
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Job Description
Financial Advisor Barnum Financial Group Tri State Woodbridge, NJ Job Details Full-time 1 day ago Qualifications Estate planning needs analysis Investment management advisory services Series 66 Mid-level Estate planning advisory services Income tax planning Life insurance knowledge Series 7 Analysis skills Investment client management Organizational skills Financial goal setting advisory services Investment risk management Financial services Life & Health Insurance License Estate planning Retirement planning advisory services Communication skills Full Job Description Company Description Barnum Financial Group is a financial planning and consulting firm located in Iselin, 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 Iselin, 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. Industry Financial Services Employment Type Full-time Job Functions Finance Skills Financial Advisory Retirement Planning Investments Finance