Posted on: September 13, 2023
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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