Financial Advisor

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.

Some evening & Saturday hours and extra hours during tax season (Feb – Apr).

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