Financial Planner

Integrated Financial Concepts • Red Bank, NJ, US

Posted 1 year ago

Description

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!

Responsibilities

Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations

Qualifications

Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Bachelor’s degree in business administration, finance, or related field is required

Compensation

$95,000 - $250,000/year

About Integrated Financial Concepts

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.