Talent.com
Financial Advisor
Financial AdvisorTraphagen CPAs & Wealth Advisors • Oradell, NJ, United States
Financial Advisor

Financial Advisor

Traphagen CPAs & Wealth Advisors • Oradell, NJ, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of the firm.

We value our associates and are committed to providing an inclusive, productive, and collaborative work environment. This is a full-time hybrid role, with flexibility for remote work.

We offer competitive salaries, bonus, benefits commensurate with experience.

Essential Duties / Responsibilities :

  • Financial planning
  • Retirement planning
  • Investment management
  • Providing financial advisory services

Preferred Qualifications / Requirements :

  • Bachelor's degree in Finance, Economics, or related field
  • Financial Planning and Retirement Planning skills
  • Finance and Investments expertise
  • Experience in providing Financial Advisory services
  • Certifications such as CFP, CFA, or CPA are a plus
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
    • [job_alerts.create_a_job]

    Financial Advisor • Oradell, NJ, United States

    [internal_linking.similar_jobs]
    Financial Advisor

    Financial Advisor

    Forest Hills Financial Group • New York, NY, US
    [job_card.permanent]
    The Guardian Network®, is looking for individuals like you to join our team as a.Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Ameriprise Financial • Saddle Brook, NJ, United States
    [job_card.full_time] +1
    Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor - NY

    Financial Advisor - NY

    Vensure Employer Services • New York, NY, United States
    [job_card.full_time]
    This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning.They start by understanding your short and long-term financial goals and then create a pla...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Bedford / Stuyvesant

    Financial Advisor - Bedford / Stuyvesant

    TD Bank Group • New York, NY, United States
    [job_card.full_time]
    Brooklyn, New York, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining fea...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Lee Nolan & Koroghlian LLC • Saddle Brook, NJ, United States
    [job_card.full_time]
    At Lee, Nolan, and Koroghlian we have a strong intrinsic need for safety and security.It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Advisor

    Relationship Advisor

    Hudson Valley Credit Union • New Windsor, NY, United States
    [job_card.full_time]
    Hudson Valley Credit Union is recruiting for the position of Relationship Advisor.Primary Function : provide highest level member service through efficient, accurate transaction processing and apply...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Licensed Financial Advisor

    Licensed Financial Advisor

    MassMutual Metro NY • New York, NY, US
    [job_card.full_time]
    We are building a group of planning-based, independent, client-first Advisors who want to build their own brand with the support of a world-class Financial Services company at all AUM levels.We off...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • New York, NY, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Bedford / Stuyvesant

    Financial Advisor - Bedford / Stuyvesant

    TD Securities • New York, NY, United States
    [job_card.full_time]
    Brooklyn, New York, United States of America.The Financial Advisor (FA) role is a three-year program with a forgivable draw, designed for financial advisors or planners who will provide financial p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce • 10108 New York, NY, US
    [job_card.full_time]
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Cathay Bank - Headquarters • New York, NY, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • New York, NY, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Provision People • New York, NY, United States
    [job_card.full_time]
    We are seeking Financial Advisors and Wealth Advisors with experience with Life Insurance, Annuities, and Investments, who are looking for strong transition packages and the ability to service thei...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    New York Life Insurance Company • New York, NY, US
    [job_card.full_time]
    Join our Financial Professionals team! Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Wealth Advisor

    Private Wealth Advisor

    Feldspar & Flint • New York, NY, US
    [job_card.full_time]
    Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions. Join a nationally recognized wealth management firm with...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual - Madison Ave • New York, NY, US
    [job_card.full_time]
    We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Advisor - Remote

    Senior Financial Advisor - Remote

    Harrison Gray Search and Consulting LLC • New York, NY, United States
    [filters.remote]
    [job_card.full_time]
    They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors wit...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor Centralized, Brooklyn, NY

    Financial Advisor Centralized, Brooklyn, NY

    Banco Santander • Brooklyn, New York, USA
    [job_card.full_time]
    Financial Advisor - Centralized Brooklyn NY.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our gre...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]