Financial Advisor

Traphagen CPAs & Wealth Advisors named one of Accounting Today's 2025 Top Firms by AUM, Best Financial Advisory Firms by USA Today and Ranked #9 in the Nation by CNBC in 2024, is a growing and highly respected Investment firm located in Oradell, NJ. We are seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of the firm.

We take pride in providing exceptional client service and innovative solutions while fostering an inclusive, collaborative, and growth-oriented workplace, and offer competitive salaries, bonus, benefits commensurate with experience.

Some evening & Saturday hours and extra hours during tax season (Feb – Apr).

Investment management

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

Strong work ethic

Ability to work some Saturdays and evenings for client meetings

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