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
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- Job Function
- Brokerage, Investment Advisor/Consultant, Operations, Performance Analysis, Relationship Management, Risk Management, Wealth Management, Other
- Industry Sector
- Asset Management, Insurance, Private Wealth Management Firm
- Employment Type
- Full Time
- Education
- Bachelors
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.
- Website
- http://www.planningalliance.com/
- Telephone
- 973-396-1950
- Location
-
300 Broadacres Drive
Suite 175
Bloomfield
NJ
07003
US
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