Financial Advisor
barnum financial group tri stateParamus, NJ
Financial Advisor
barnum financial group tri stateParamus, NJ
2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All OtherIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationAbout the role
Company 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
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JOB OVERVIEW
Experience level
Senior
Location
Paramus, NJ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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