Certified Financial Services is a boutique financial planning firm expanding its team in Paramus, NJ and Farmington, CT. As a Financial Associate, you will create tailored financial and retirement plans, offer investment advice, and build long-term relationships with clients to help them achieve their financial goals.
Responsibilities
- Creating tailored financial and retirement plans
- Offering investment advice and financial guidelines
- Building and maintaining long-term client relationships
- Working with clients to understand their goals, concerns, and current financial information
- Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years
Skills
- Strong interpersonal and communication skills
- A passion for helping others and making a positive impact in your community
- An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms
- A lifelong learner mentality with a desire to continue growing professionally
- Analytical and problem-solving abilities
- Time management skills
- A Life and Health license or the ability to obtain one
- Ability to obtain Series 7 and Series 66 licenses (preferred within the first year)
Benefits
- Defined Benefit Plan
- 401(k) with Match and Roth options
- Health and dental insurance
- Tuition reimbursement
- Continuing education opportunities
Company Overview
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