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Financial Advisor

  • ... Posted on: Mar 21, 2026
  • ... Traphagen CPAs & Wealth Advisors
  • ... Oradell, New Jersey
  • ... Salary: Not Available
  • ... Full-time

Financial Advisor   

Job Title :

Financial Advisor

Job Type :

Full-time

Job Location :

Oradell New Jersey United States

Remote :

No

Jobcon Logo Job Description :

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 #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Mar 21, 2026

Reference Number:

14660_34DB0199CB9BBD58CD97E94C3CA26E2B

Employment:

Full-time

Salary:

Not Available

City:

Oradell

Job Origin:

APPCAST_CPC

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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 #J-18808-Ljbffr

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