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.
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
Desired Characteristics:
- Superior interpersonal, verbal and written communication skills
- Attention to detail
- Strong work ethic
- Ability to work some Saturdays and evenings for client meetings