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
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Financial Planning and Finance skills
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Experience in Retirement Planning and Investments
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Financial Advisory skills
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Strong analytical and problem-solving abilities
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Excellent interpersonal and communication skills
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Ability to work well in a team and collaborate with others
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Attention to detail and strong organizational skills
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Knowledge of tax laws and regulations
Life and Health, Series 7 and Series 66 licenses are highly desirable.
Full-time
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Job Functions
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Skills
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Financial Advisory
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Retirement Planning
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Investments
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Finance
