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Barnum Financial Group Tri State
Financial AdvisorBarnum Financial Group Tri State • Woodbridge Township, NJ, US
Financial Advisor

Financial Advisor

Barnum Financial Group Tri State • Woodbridge Township, NJ, US
30+ days ago
Job type
  • Full-time
Job 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. * Industry * Financial Services * Employment Type Full-time * Job Functions * Finance * Skills * Financial Advisory * Retirement Planning * Investments * Finance

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Financial Advisor • Woodbridge Township, NJ, US

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