Financial Advisor: Holistic Planning & Client
Job in
Newark, Essex County, New Jersey, 07175, USA
Listed on 2026-03-06
Listing for:
CBIZ Talent Solutions
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A financial services firm in New Jersey seeks a Financial Advisor to help clients achieve financial confidence. Responsibilities include developing personalized financial plans and providing advice on investments, insurance, and retirement strategies. Candidates should have a Bachelor's degree, relevant licenses, and 5+ years in financial services with strong communication skills. Compensation ranges from $75K to $200K based on experience, and the company upholds a client-focused service culture.
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