Certified Financial Services · 4 days ago
Financial Advisor/Financial Representative **In Person and Must have 5 plus years related work experience | Paramus, NJ and Farmington, CT
Paramus, NJ
Full-time
Onsite
Mid, Senior Level
$90K/yr - $100K/yr
5+ years expCertified Financial Services is a boutique financial planning firm based in Paramus, NJ and Farmington, CT, expanding its team. The Financial Associate will play a vital role in helping clients achieve their financial goals through tailored financial plans and maintaining long-term relationships.
Financial Services
Hiring Manager
Michelle Grill
Responsibilities
Creating tailored financial and retirement plans
Offering investment advice and financial guidelines
Building and maintaining long-term client relationships
Working with clients to understand their goals, concerns, and current financial information
Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years
Qualification
Required
5 plus years related work experience
Strong interpersonal and communication skills
A passion for helping others and making a positive impact in your community
An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms
A lifelong learner mentality with a desire to continue growing professionally
Analytical and problem-solving abilities
Time management skills
A Life and Health license or the ability to obtain one
Preferred
Ability to obtain Series 7 and Series 66 licenses (preferred within the first year)
Benefits
Defined Benefit Plan
401(k) with Match and Roth options
Health and dental insurance
Tuition reimbursement
Continuing education opportunities
Company
Certified Financial Services
Certified Financial Services is a financial services company that provides investment management services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase