Financial Professionals

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 applicationsJob Type: Full-timePay: $60,000.00 - $180,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceEmployee discountFlexible scheduleFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offParental leaveProfessional development assistanceReferral programRetirement planTuition reimbursementVision insuranceCompensation Package:Bonus opportunitiesCommission payPeople with a criminal record are encouraged to applyWork Location: Hybrid remote in Belmar, NJ 07719

Created: 2025-02-21