Financial Adviser

Location
Bloomfield, New Jersey
Salary
Competitive base salary along with incentive bonus structure based on time and performance.
Posted
May 10, 2019
Closes
Jun 09, 2019
Employment Type
Full Time
Education
Bachelors

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. 

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