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Skills
Aged Careunmatched
Analysis Skillsunmatched
Communication Skillsunmatched
Conservationunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Financeunmatched
Financial Planningunmatched
Financial Servicesunmatched
Interpersonal Skillsunmatched
Investment Managementunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Retirement Planningunmatched
Risk Managementunmatched
Series 66unmatched
Series 7unmatched
Strategic Planningunmatched
Tax Accountingunmatched
Tax Regulationsunmatched
Team Playerunmatched
Description
Company Description
Barnum Financial Group is a financial planning and consulting firm located in Iselin, 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 Iselin, 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.