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CFP-Certified Financial Planner & Client Advisor

Job in Red Bank, Monmouth County, New Jersey, 07701, USA
Listing for: Integrated Financial Concepts
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 95000 - 150000 USD Yearly USD 95000.00 150000.00 YEAR
Job Description & How to Apply Below
A Financial Advisory Group based in Red Bank, New Jersey, is seeking a financial advisor to assist clients in implementing financial plans and providing tailored advice. Responsibilities include collecting clients' financial information, executing exceptional customer service, and continuously seeking new prospects. The ideal candidate possesses a valid CPA or CFP license and strong math and communication skills.

This role offers a competitive commission-based compensation ranging from $95,000 to $150,000 per year.
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