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Recently postedFull timeFinance

Financial Advisor

Barnum Financial Group Tri StateParamus, New Jersey🇺🇸United States

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeOn Site
LocationParamus, New Jersey, United States
Risk Management

Job description

Job Description

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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