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Senior Financial Planner - Build Lasting Client Wealth
Job in
Red Bank, Monmouth County, New Jersey, 07701, USA
Listed on 2026-08-15
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Integrated Financial Concepts in Red Bank, NJ, is seeking an experienced financial advisor to build long-term client relationships and deliver comprehensive financial planning. The role requires strong communication, industry knowledge, and meticulous attention to detail.
A CPA/CFP license and FINRA registrations are required, along with a bachelor's degree. You will identify prospects, recommend life insurance, mutual funds, and savings plans, and tailor plans to client needs with robust
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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