Financial Advisor

Barnum Financial Group Tri State
Woodbridge, NJ
Description:

This is a full-time on-site role for a Financial Advisor at Barnum Financial Group in Iselin, NJ. As a Financial Advisor, you will be responsible for providing strategic financial planning and consulting services to clients. Your day-to-day tasks will include financial planning, retirement planning, risk management, tax minimization strategies, estate conservation, special care and elder care planning, career-specific planning, and philanthropic planning.

Qualifications

  • Financial Planning and Finance skills
  • Experience in Retirement Planning and Investments
  • Financial Advisory skills
  • Strong analytical and problem-solving abilities
  • Excellent interpersonal and communication skills
  • Ability to work well in a team and collaborate with others
  • Attention to detail and strong organizational skills
  • Knowledge of tax laws and regulations

Life and Health, Series 7 and Series 66 licenses are highly desirable.

  • Industry
    • Financial Services
  • Employment Type

Full-time

  • Job Functions
    • Finance
  • Skills
    • Financial Advisory
    • Retirement Planning
    • Investments
    • Finance
Posted 2026-06-19

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