Personal Financial Planner

Integrated Financial Concepts • Red Bank, NJ, US

Posted 1 hour 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

Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Customize financial plans for each client based on potential life changes and changing financial needs
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

Qualifications

Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

Compensation

$95,000 - $250,000 commission based

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.