As a Financial Professional, you will play a crucial role in providing financial guidance and support to clients. This position requires a deep understanding of various financial concepts and the ability to analyze and manage financial portfolios effectively. Duties - Provide investment management advice to clients - Assist clients with estate planning strategies - Manage and optimize client portfolios - Offer expertise in tax planning - Ensure compliance with securities law regulations - Utilize financial software for data analysis and reporting - Implement asset management strategies - Oversee cash management activities Qualifications - Proficiency in financial concepts and mathematics - Knowledge of asset and portfolio management - Familiarity with cash management principles - Understanding of securities law and regulations - Experience with financial software applications
Job Type: Full-time
Pay: $60,000.00 - $180,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance
Compensation Package:
Bonus opportunities
Commission pay
People with a criminal record are encouraged to apply
Work Location: Hybrid remote in Belmar, NJ 07719
Employment Type
Full-time