About this role
Financial Advisor at Integrated Financial Concepts. Location: Red Bank, New Jersey, United States. Role: Designing plans, Providing advice, Collecting data Requirements: Experienced financial planner/advisor with strong math, client service, and communication skills. Category: Sales Seniority: Mid Level Tools: MS Office, Google Suite, CRM, Financial planning software Certifications: cpa, cfp, finra series 7, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English