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Financial Advisor

Company: Jobot
Location: Holmdel
Posted on: September 13, 2023

Job Description:

Offering base salary, commission,/variable compensation plan full benefits, generous PTOThis Jobot Job is hosted by: Dana StewartAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $60,000 - $100,000 per yearA bit about us:Financial planning and wealth management firm with $6 billion in assets under management.Why join us?

  • Competitive Pay!
  • 75% paid benefits!
  • Summer Flex Fridays!
  • Strong culture with a great work/life balance!
  • 4 weeks of PTO first year!Job DetailsRole -Meeting with clients to review financial and investment plans.Developing comprehensive personal financial plans for individuals and families.proposal development, asset allocation modeling, etc.Trading and rebalancing of client portfolios.QualificationsBachelor's Degree in business or finance.5+ years' experienceCFP preferred 7, 63, 65, or 66 as well as insurance licenseInterested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, East Brunswick , Financial Advisor, Accounting, Auditing , Holmdel, New Jersey

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