About this role
Financial Planner at Integrated Financial Concepts. Location: Red Bank, New Jersey, United States. Role: Plan finances, Advise clients, Develop plans Requirements: Entry-level financial advisor with strong communication, analytical, and relationship-building skills; knowledge of financial products; proficiency with Microsoft Office and CRM tools; bachelor’s degree in finance or related field; FINRA licenses a plus. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Excel, CRM systems, financial planning software, Google Suite Certifications: finra series 7, finra series 63/66 Commitment: Full Time Workplace: Onsite Languages: English