What are the responsibilities and job description for the Financial Services Representative position at Barnum Financial Group Tri State?
Company Description
Barnum Financial Group is a financial planning and consulting firm located in Paramus, 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 Paramus, 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