Company Description

Selective Benefits Group (SBG) is a comprehensive financial planning firm based in Matawan NJ. We specialize in retirement planning services and help business owners solve liquidity issues while assisting plan participants in achieving financial growth and stability in their retirement portfolios. In addition to retirement planning, we provide services in tax management, estate planning, risk management, education funding, investment planning, and employee and executive benefits evaluation. We have developed strong alliances with CPA's, banks, law firms, and property/casualty firms.

Role Description

This is a part-time hybrid role for a Financial Advisor at Selective Benefits Group. As a Financial Advisor, you will be responsible for providing comprehensive financial planning services to clients, including retirement planning, investment advice, and risk management. You will work closely with clients to understand their financial goals and develop personalized strategies to help them achieve those goals. This role is primarily located in Delray Beach, FL, with flexibility for some remote work.

Qualifications

• Financial Planning and Financial Advisory skills
• Experience in retirement planning and investments
• Strong knowledge of finance and financial concepts
• Certifications such as CFP (Certified Financial Planner) and CLTC (Certified in Long-Term Care) are beneficial
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Attention to detail and strong analytical skills
• Series 6, 7, 24, and 63 NASD licenses
• Life and health insurance license