Financial Advisor/Financial Associate | Paramus, NJ and Farmington, CT

Certified Financial Services is a boutique financial planning firm expanding its team in Paramus, NJ and Farmington, CT. As a Financial Associate, you will create tailored financial and retirement plans, offer investment advice, and build long-term relationships with clients to help them achieve their financial goals. Responsibilities Creating tailored financial and retirement plans Offering investment advice and financial guidelines Building and maintaining long-term client relationships Working with clients to understand their goals, concerns, and current financial information Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years Skills Strong interpersonal and communication skills A passion for helping others and making a positive impact in your community An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms A lifelong learner mentality with a desire to continue growing professionally Analytical and problem-solving abilities Time management skills A Life and Health license or the ability to obtain one Ability to obtain Series 7 and Series 66 licenses (preferred within the first year) Benefits Defined Benefit Plan 401(k) with Match and Roth options Health and dental insurance Tuition reimbursement Continuing education opportunities Company Overview Certified Financial Services is a financial services company that provides investment management services. It was founded in 1986, and is headquartered in Paramus, New Jersey, USA, with a workforce of 51-200 employees. Its website is