Financial Services Professional
New Jersey, USA
Listed on 2026-06-24
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services
Our agents are professionals in the fields of finance, life insurance, health insurance, medicare, and retirement income planning. Transamerica - Lieb Financial Group is dedicated to aiding clients through their financial journeys, providing top-notch service and expertise. Join us to become a Tomorrow Maker, contributing to transforming futures positively.
Role DescriptionThis is a full-time hybrid role for a Financial Services Professional. The position is based in Mt. Laurel, NJ, with some work-from-home flexibility. The Financial Services Professional will be responsible for financial planning, retirement planning, and providing financial services. Daily tasks include communicating with clients, developing tailored financial plans, and offering guidance on various financial products.
Qualifications- Strong skills in Financial Planning and Retirement Planning
- Background in Finance and Financial Services
- Ability to work independently and within a team environment
- Professional certifications (e.g., CFP, ChFC) are a plus
- Bachelor's degree in Finance, Business, or related field preferred
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