Licensed Financial Advisor
Listed on 2026-02-06
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Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor, Banking & Finance
Integrated Financial Concepts
• Roseland , NJ , US
Posted a day ago
Description
Integrated Financial Concepts in Roseland, NJ, US is looking for a Licensed Financial Advisor to join our team. Our company prides itself on providing top-notch financial services to clients, helping them achieve their financial goals and secure their future. As a Licensed Financial Advisor with us, you will have the opportunity to work with a dedicated team of professionals who are committed to excellence and client satisfaction.
Your role will involve offering expert financial advice, developing personalized financial plans, and guiding clients towards a secure financial future. Join us at Integrated Financial Concepts and make a real difference in people's lives through sound financial planning.
Responsibilities
- Monitor and review clients' financial accounts regularly to ensure alignment with their objectives.
- Educate clients on various financial products and services to help them make informed decisions.
- Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice.
- 3+ years of experience as a Licensed Financial Advisor
- Proven track record of successfully managing client portfolios and exceeding sales targets
- In-depth knowledge of financial products and services
- Strong communication and interpersonal skills
- Detail-oriented and able to work in a fast-paced environment
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