Financial Advisor - Harrison Township, United States - Insight Global

Description

A client of Insight Global is seeking a dedicated and experienced Financial Advisor to join their team in the Mullica Hill, NJ area. The ideal candidate will have a strong background in financial and retirement planning strategies, with a commitment to helping clients achieve their long-term financial goals.

Key Responsibilities:

• Conduct detailed financial assessments of clients' financial status, goals, and risk tolerance.
• Develop customized financial plans that include investment strategies, retirement planning, estate planning, and tax strategies.
• Provide ongoing advice and portfolio management to clients, adjusting strategies as needed to align with changing market conditions and life events.
• Build and maintain strong client relationships through excellent service and communication.
• Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive client service.

Must Have Requirements:

• Minimum of 5 years of experience in retirement planning services.
• Must hold a Series 65 license.
• Proficient in financial planning software and Microsoft Office Suite.