Certified Financial Services · 3 hours ago
Financial Associate
Paramus, NJ
Full-time
Onsite
New Grad, Entry LevelCertified Financial Services (CFS) is dedicated to empowering clients with financial confidence and prosperity through innovative strategies. The Financial Associate will work closely with clients to analyze their financial goals and develop personalized financial plans.
Financial Services
Hiring Manager
Michelle Grill
Responsibilities
Working closely with clients to analyze their financial goals
Develop comprehensive financial plans
Provide personalized solutions
Evaluating investment strategies
Managing client portfolios
Maintaining strong client relationships through regular communication and consultation
Providing education on financial tools
Collaborating with internal resources to ensure clients achieve their financial objectives
Qualification
Required
Strong financial knowledge including investment strategies, wealth management, and retirement planning
Excellent communication, interpersonal, and client relationship-building skills
Ability to analyze financial situations and provide personalized financial solutions
Highly organized with strong problem-solving and critical thinking capabilities
Proficiency in financial software and platforms; familiarity with The Living Balance Sheet® platform is a plus
Licenses or certifications such as Series 6, Series 7, or CFP (or willingness to obtain); active FINRA registration is an advantage
Motivated to work in a client-focused role with a commitment to professional development
Preferred
Bachelor's degree in Finance, Economics, Business, or a related field preferred
Company
Certified Financial Services
Certified Financial Services is a financial services company that provides investment management services.
Founded in 1986
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase