Financial Advisor
$75k/y-$200k/y
CBIZ Talent Solutions17 hours ago
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OnsiteFull-timeSenior
Summary
CBIZ Talent Solutions is seeking a Financial Advisor to join their growing practice in Monmouth County, NJ. The role involves developing personalized financial plans and providing comprehensive financial advice to clients.
About the Role
As a Financial Advisor, you will be responsible for assessing client goals and financial situations, creating tailored investment strategies, and managing customized investment portfolios. You will also conduct regular client meetings, collaborate with internal specialists, and contribute to business growth through client engagement and educational events.
About You
Required:
- Bachelor’s degree in Finance, Business, Economics, or related field.
- 5+ years of financial services experience with direct client interaction.
- 3+ years of advisory experience, including financial planning and portfolio management.
- Series 65 and Life Insurance licenses required.
- Strong knowledge of investment products, risk management, and retirement strategies.
- Excellent communication, interpersonal, and presentation skills.
Preferred:
- Ability to work both independently and collaboratively.
- Commitment to integrity, accountability, and client-focused service.
Benefits
- Competitive compensation based on experience, with a salary range of $75K-$200K+.
- Opportunities for continuous learning and professional growth.
CBIZ Talent Solutions
CBIZ Talent Solutions offers a full spectrum of staffing and recruitment services to help you hire, develop, and retain the right talent. We ensure your organization has the skills and leadership needed to thrive today and tomorrow. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann P.C.
Monmouth County, NJ