Relationship-Focused Financial Advisor
Cornerstone Planning Group
Cornerstone Planning Group is looking for a Servicing Financial Advisor in Fairfield, NJ. This role focuses on managing and deepening client relationships, ensuring exceptional service without sales quotas. You’ll partner with lead advisors to conduct review meetings and support financial planning initiatives while ensuring clients feel informed and cared for. Ideal candidates will have strong interpersonal skills, organizational expertise, and a client-first mindset. Benefits include health insurance, flexible paid time off, and a 401(k) match. #J-18808-Ljbffr Cornerstone Planning Group
- Valley National Bank is looking for a dedicated employee to focus on business development, which includes acquiring new clients and expanding relationships with existing ones. Duties involve maintaining and servicing assigned portfolios, negotiating lending agreements,...Suggested
- Provident Bank is seeking a Personal Banker in Boonton, NJ, to establish relationships with customers and understand their financial needs. The role involves meeting sales expectations and providing exceptional customer service during transactions. Ideal candidates should...Suggested
- JPMorgan Chase & Co. is seeking a Private Client Banker in Lake Hiawatha, NJ. This role focuses on managing banking relationships for affluent clients, providing tailored financial advice, and acquiring new clients through referrals. Candidates should have at least 1 year...SuggestedFlexible hours
- ...About the job Financial Advisor (Experienced) Job Title: Financial Advisor (Experienced... ...-Developing and maintaining long term relationships with clients. -Client interfacing to... ...to help prospective clients while focusing on personal growth. -You are personable...SuggestedWorldwide
- ...guided by a common purpose to help make financial lives better through the power of every... ...your mind to. Builds and nurtures strong relationships. Collaborates effectively with others... ...Experience Branding Customer and Client Focus Oral Communications Issue Management...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid... ...You’ll learn how to build meaningful relationships, create value for clients, develop leadership... ...Goal‑Oriented Relationship‑Focused Self‑Motivated Entrepreneurial Community...Work at officeImmediate startRemote work
$54.38k
...Consumer & Business Banking, Senior Relationship Banker, Parsippany, NJ Country: United... ...is a global leader and innovator in the financial services industry and is evolving from... ...managing and enhancing client relationships, focusing on attracting and retaining new clients...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...Cornerstone Planning Group, we are a growth-oriented financial advisory firm committed to integrity, excellence... ...As our firm continues to grow, we are seeking a relationship-focused and service-driven Servicing Financial Advisor to join our advisory team in Fairfield, NJ....Work at officeFlexible hours
- A leading financial institution in New Jersey is seeking an experienced Private Client Banker. The role involves managing affluent clients' banking relationships and actively acquiring new clients through referrals. Candidates should have at least one year of banking experience...Flexible hours
$25 - $26.77 per hour
...risk culture and drive operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines in... ...Highly motivated self‑starter with strong work ethic and focus on results. Collaborates effectively, building and...Hourly payShift workWeekend workDay shift- JPMorgan Chase & Co. is seeking a Relationship Banker in Montclair, New Jersey. The role focuses on creating welcoming experiences for clients and building lasting... ...is required, alongside obtaining necessary financial licenses. #J-18808-Ljbffr JPMorgan Chase & Co.Weekend workAfternoon shift
$20.43 - $32.31 per hour
Fulton Financial Corporation is seeking a full-time Relationship Banker in Rutherford, NJ. This role focuses on delivering excellent customer service and promoting financial solutions while meeting sales expectations. Candidates must have a minimum of 2 years of customer...Hourly payFull time$66.56k - $99.32k
...TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects... ...of developing and maintaining client relationships by providing on-going consultation,... ...(ACR) meeting with an enhanced agenda focused on the client’s overall wealth and...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...Experienced Financial Advisor Build the Business You've Always Envisioned Remote / Hybrid... ...their practice Strengthen client relationships Build referral networks Develop... ...opportunities Long-term business growth Our focus is helping advisors build stronger...Work at officeRemote work
- ...happiness depends on it. We believe that financial peace of mind forms the fabric of... ...the Job * As a Financial Services Advisor, you will work directly with real... ...better. Requirements * A strong relationship builder with a focus on putting people first * Ability...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...you start as a financial representative focused on client‑building and obtaining... ...to help them achieve their goals Grow relationships with clients to support them through every...Full timeContract workFor contractorsWork at office$78.52k - $117.52k
...520 USD annually Program Overview The Financial Advisor (FA) role is a three‑year program with... ...point of contact for clients, building relationships to achieve greater share of wallet.... ...(ACR) meeting with an enhanced agenda focused on overall wealth needs. Act as the primary...Local area- Fulton Financial is seeking a full-time Relationship Banker for their Rutherford, NJ center. This role involves providing exceptional customer service, engaging in sales conversations, and ensuring compliance with financial regulations. Candidates must have 2+ years in...Full time
$200k
...Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base starting... ...in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve...Work at officeLocal area$78.52k - $117.52k
...TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with... ...providing client service & developing the relationship to achieve greater share of wallet by... ...(ACR) meeting with an enhanced agenda focused on the client's overall wealth needs,...Work at officeLocal areaWork from homeFlexible hours$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their advisory team committed to... ...is culture driven, resilient, results focused and effective. The Advisor Development...Hourly payWork at officeShift workDay shift- WealthBridge Financial Group in Glen Ridge, NJ is seeking motivated Financial Professionals... ...clients. You will develop long-term relationships through a consultative approach and support... ...in a collaborative environment focused on integrity and client success. Prior...
- Experienced Financial Advisor - Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an... ...business while developing new client relationships Deliver comprehensive financial planning... ..., integrity, and client-first focus Why Join Lee, Nolan & Koroghlian, LLC?...Local areaFlexible hours
- WealthBridge Financial Group in Short Hills, New Jersey, is seeking motivated Financial... ...This role emphasizes building long-term relationships and offers support through an experienced... ...mindset and a desire to grow a client-focused business. The firm values collaboration...Flexible hours
$48k - $100k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their advisory team committed to... ...is culture driven, resilient, results focused and effective. Key Responsibilities...Work at officeShift workDay shift$60k - $120k
...FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE LOCATION: Remote... ...mutual funds and insurance products Maintain client relationship management (CRM) records Ensure regulatory compliance and documentation...Full timeTraineeshipWork at officeLocal areaRemote workFlexible hours- ...Service Advisor Lead with Purpose. Partner with Impact. At U.S. Financial Services is a boutique wealth management firm providing highly personalized financial... ...Our philosophy is rooted in long-term client relationships, thoughtful and unbiased advice, and a commitment...Work experience placementWork at officeFlexible hours
- One Legacy Financial Group is hiring for the position of Financial Advisor Associate in Fairfield, NJ. This role offers mentorship and training, enabling individuals... ...decisions, develop strong professional relationships, and enjoy unlimited earning potential. Join us...Remote job
$300k
...firm located in Fairfield, NJ, is seeking experienced advisors. The ideal candidates should have an existing fee-based... ...000 and $600,000 annually. Successful candidates will focus on long-term advisory relationships and have a strong moral character. Compensation...Relocation package$48k - $100k
A leading financial institution is seeking experienced Financial Advisors in Wayne, New Jersey, to deliver comprehensive wealth strategies and client-focused services. Ideal candidates will have over 5 years of experience and a proven record in client portfolio management...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship-Focused Financial Advisor. Be the first to apply!
- financial planning assistant Fairfield, Essex County, NJ
- financial consultant Fairfield, Essex County, NJ
- financial advisor associate Fairfield, Essex County, NJ
- financial planning associate Fairfield, Essex County, NJ
- jde finance consultant Fairfield, Essex County, NJ
- financial associate Fairfield, Essex County, NJ
- financial planner Fairfield, Essex County, NJ
- financial advisor Fairfield, Essex County, NJ
- associate corporate finance Fairfield, Essex County, NJ
- financial planning administrator Fairfield, Essex County, NJ

