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Financial Advisor
Job in
Oradell, Bergen County, New Jersey, 07649, USA
Listed on 2026-01-28
Listing for:
Traphagen CPAs & Wealth Advisors
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Traphagen CPAs & Wealth Advisors named one of Accounting Today's 2025 Top Firms by AUM, Best Financial Advisory Firms by USA Today and Ranked #9 in the Nation by CNBC in 2024, is a growing and highly respected Investment firm located in Oradell, NJ. We are seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of the firm.
We take pride in providing exceptional client service and innovative solutions while fostering an inclusive, collaborative, and growth-oriented workplace, and offer competitive salaries, bonus, benefits commensurate with experience.
Some evening & Saturday hours and extra hours during tax season (Feb – Apr).
- Investment management
Qualifications / Requirements:
- Bachelor's degree in Finance, Economics, or related field
- Financial Planning and Retirement Planning skills
- Finance and Investments expertise
- Experience in providing Financial Advisory services
- Certifications such as CFP, CFA, or CPA are a plus
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Superior interpersonal, verbal and written communication skills
- Strong work ethic
- Ability to work some Saturdays and evenings for client meetings
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