What are the responsibilities and job description for the Financial advisors and life insurance professional position at OneTeam Financial?
Company Description
OneTeam Financial is a financial planning firm serving the tri-state area, specializing in holistic retirement planning for baby boomers and the senior marketplace. The firm uses a collaborative team approach to help pre-retirees and retirees maximize wealth, minimize taxes and expenses, create lifetime income, and protect their families from financial risks. OneTeam Financial is independently owned and operates under a comprehensive framework that ensures tailored and high-quality financial solutions. The organization is committed to empowering its clients to achieve financial confidence and security. For more information, visit www.OneTeamFinancial.com.
Role Description
We are seeking a dedicated Financial Advisor and Life Insurance Professional for a full-time hybrid role based in Red Bank, NJ, with the flexibility of working from home on occasion. In this role, you will provide professional financial and retirement planning services, educate clients on investment and insurance products, and design tailored strategies to meet their unique financial goals. You will work closely with clients to assess their needs, conduct financial analyses, and recommend solutions that optimize wealth, manage risks, ensure a secure retirement, and protect their families. This role also involves building and maintaining strong client relationships, staying informed about market trends, and fostering long-term trust with clients.
Qualifications
- Expertise in Financial Advisory and Financial Planning
- Strong knowledge of Retirement Planning and Investments
- Experience in developing comprehensive financial strategies
- Excellent interpersonal and communication skills to build and maintain client relationships
- Relevant certifications such as Series 6, 7, 63, or similar licensing preferred
- High ethical standards and a client-focused mindset
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Proficiency in financial planning tools and software is an advantage