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Financial Advisor

L5

traphagen cpas wealth advisorsOradell, NJ2 days ago

Occupations

Personal Financial AdvisorsFinancial Specialists, All OtherFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of the firm. We value our associates and are committed to providing an inclusive, productive, and collaborative work environment. This is a full-time hybrid role, with flexibility for remote work. We offer competitive salaries, bonus, benefits commensurate with experience.
Essential Duties / Responsibilities: Financial planning Retirement planning Investment management Providing financial advisory services Preferred 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
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Oradell, NJ

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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