Financial Planner (Series 65 Training Program)

  • Competitive
  • Secaucus, NJ, USA
  • Contract, Full time
  • Ernst & Young - US
  • 31 Jan 18 2018-01-31

We currently have a contract opportunity for a Financial Planner in Secaucus, NJ. Working within a call center environment, providing financial counseling on a number of topics including retirement planning, education funding, benefit plans, and tax planning, and build relationships with clients without selling products Ability to obtain the Series 65 license within a reasonably mandated period of time Extensive training with the latest technology on a growing team that provides financial counseling to many organizations and employees nationwide This position also offers a flexible, professional and team-oriented working culture that fosters both financial planning and personal development

 

Qualifications

  • Bachelor’s degree (Concentration in Accounting, Finance, Economics or a related field preferred)
  • Excellent interpersonal, analytical, and problem-solving ability
  • Strong customer service skills
  • High written and verbal communication proficiency
  • A commitment to learning in a tax and financial planning technology environment

 

Equal Employment Opportunity Information

Ernst & Young LLP, is strongly committed to equal opportunity and values the diversity of our work force and the knowledge of our people. Ernst & Young LLP provides all qualified applicants consideration for staffing without regard to age, race, color, religion, sex, sexual orientation, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Ernst & Young LLP is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and either need assistance applying online or need to request an accommodation during the interview process, please notify us.