Financial Professional - NJ, Woodbridge (2655)

We are looking to hire a financial professional to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then discuss appropriate and suitable financial products, services, and strategies. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

Financial Professional Responsibilities:

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy.
• Answering client questions about financial plans and strategies and offering appropriate guidance. Discussing strategies for clients in insurance coverage, investments, cash management, and other areas to help them reach their financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their strategy.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial strategies or referring clients to other professionals who can help them.
• Helping clients as they manage and update their portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client base.

Expanding your focus on your target market (Athletes, Entertainers, Physicians etc.)