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Financial Adviser

Employer
International Planning Alliance, LLC
Location
Bloomfield, New Jersey
Salary
Competitive base salary along with incentive bonus structure based on time and performance.
Closing date
Jun 9, 2019

Job Details

Support successful financial adviser in on-boarding and servicing new insurance, wealth management, and financial planning relationships. A keen understanding of advanced insurance and estate planning, portfolio management, and retirement concepts is critical. The role is fast-paced and multi-faceted. The individual will be responsible to prepare current and proposed insurance and investment analyses, personal financial statements, and other types of financial documents related to client generation and retention. Strong mathematical skills and the ability to customize spreadsheets are critical. 

Company

Privately owned financial services firm with expertise in insurance and risk management, wealth management, retirement, business continuity, and estate planning. 

Company info
Website
Telephone
973-396-1950
Location
300 Broadacres Drive
Suite 175
Bloomfield
NJ
07003
US

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