Job Description
*Job Overview* 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
Work Location: Hybrid remote in Belmar, NJ 07719