Member Services & Financial Solutions Advisor
Keesler Federal Credit Union
A leading credit union is seeking a Financial Service Representative in Livingston. The role involves opening and processing member accounts, conducting interviews to assess needs, and providing prompt customer service. The ideal candidate should possess strong communication skills and a background in customer service, alongside a high school diploma or GED. This full-time position offers competitive hourly pay and a range of benefits, including medical insurance and retirement plans. #J-18808-Ljbffr Keesler Federal Credit Union
$100k
...management and investment products and services for individuals, companies, and... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...advisory strategies Understands client solutions that are best suited for their...SuggestedHourly payWork at officeShift workDay shift$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These... ...client needs, develop financial solutions, and offer guidance and support to help... ...functional stakeholders, mentor junior team members, and build strong client...SuggestedFull timeH1b$99k - $232k
...within Finance Consulting services, will provide the... ...clients optimise and align financial planning,... ...coaching, leveraging team member's unique strengths, and... ...performance management solutions that help clients modernize... ...serve as a trusted advisor across finance transformation...SuggestedFull timeH1b$77k - $214k
...in our State and Local Tax Financial Services practice, within State and Local... ...tax burden and recommend solutions that support their overall business... ...as technology-enabled tax advisors who provide significance... ...and guide junior team members to develop their skills What...SuggestedFull timeH1bLocal area- About the job Financial Services, Restructuring & Bankruptcy Associate Attorney- Hybrid Practice... ...Jersey where innovation and client-focused solutions drive success. Our client is seeking a... ...Associate Attorney to become a vital member of our dynamic financial and lending practice...SuggestedFull timeContract workFlexible hours
- ...About the job Financial Advisor (Experienced) Job Title: Financial... ...and purposeful financial services practice. You will be in business... ...a client-centric financial solution. -Attending 1 on 1... ...Representatives of Equity Services Inc., Member FINRA/SIPC, 200 Schulz Drive...Worldwide
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis... ...investment adviser, broker-dealer, and member of FINRA and SIPC, and...Full timeContract workFor contractorsWork at office$70k - $80k
Bank of America is seeking a Financial Advisor to provide customized financial solutions to clients in Scotch Plains, NJ. The role involves building financial plans... ...licenses and have a background in the financial services industry. This position offers an annual salary...$70k - $80k
Job Summary This role provides comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. The incumbent... ...requests and make referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigate...Temporary workMonday to FridayShift workDay shift- ...Service Advisor Lead with Purpose. Partner with Impact. At U.S. Financial Services is a boutique wealth management firm providing highly personalized financial planning... ...foster a collaborative environment where team members can grow meaningful, lasting careers in wealth...Work experience placementWork at officeFlexible hours
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...advice and guidance. Responsibilities As an Advisor Development Program Financial Solutions Advisor Stage‑I (ADPFSAI), you will begin by obtaining...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...Business Banking division. The role requires strong customer service skills and a commitment to integrity and professionalism.... ...customers to build strong relationships and assist them with financial solutions. The position offers a comprehensive benefits package including...
- Banco Santander SA is seeking a Sales and Service Banker in Wayne, NJ, to build strong... ...relationships and provide tailored banking solutions. This role involves educating customers... ...transactions, and collaborating with team members to meet branch goals. Preferred...
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...makes referrals to appropriate internal service providers based on client needs and...Temporary workWork at officeMonday to FridayShift workDay shift
$200k
...Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown... ...financial planning solutions for affluent families, business... ...teams to ensure seamless service and uphold the firm’s values... ...the development of team members and the firm’s long-term growth...Work at officeLocal area$135k - $160k
...Wealth Client Advisor - Family Office Services Team Company Overview: Peapack Private... ..., lending, and deposit solutions. We provide a broad range... ...employees that they are valued members of the organization. We... ...Advisor with demonstrated financial planning and client...Work at office- ...Job Description Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives...
- A financial services firm is seeking an experienced Financial Advisor in Roseland, NJ. The successful candidate will develop a client base, maintain client accounts, and provide tailored financial solutions. The role requires strong interpersonal skills, a track record...
$70k - $80k
A major financial institution in Morristown seeks a Financial Advisor to provide tailored financial strategies to clients. The role requires strong knowledge of investment products and services, with a focus on relationship management. Candidates should hold relevant licenses...$21.39 per hour
Financial Service Representative Livingston 5111 Job Category : Branch Ops Requisition Number : FINAN004230 Posted : April 7, 2026 Full-Time... ...creating, opening, and processing new consumer & business member accounts and cross selling services to members. Explains products...Hourly payFull timeTemporary workWork at officeImmediate startVisa sponsorshipWork visaFlexible hoursNight shift$130k - $160k
...Senior Financial Advisor Wiss Family Office currently advises on over... ....0B in assets and is a full-service boutique wealth management firm... ..., best-in-class client solutions. Engage directly with clients... ...and developing junior team members. Strong analytical and critical...Work at office$77k - $202k
...will specialize in consulting services for various business... ...client needs, implement software solutions, and provide training and support... ...using and managing the Oracle Financials software, an integrated... ...relationships and inspire team members Anticipating the needs of...Full timeH1b- Bank of America is looking for an Advisor Development Program Financial Solutions Advisor (ADPFSAI) in Town of Dover. As an ADPFSAI, you will obtain industry licenses and develop essential skills to manage and build client relationships. This role offers training and opportunity...Traineeship
$22.5 - $30.28 per hour
...0000248678 Category: Accounting / Finance Status: Full-Time Shift: Day Facility: RWJBarnabas Health Corporate Services Department: Patient Financial Services Pay Range: $22.50 - $30.28 per hour Location: 95 Old Short Hills Road, West Orange, NJ 07052 Job Title:...Hourly payFull timeFlexible hoursShift work- ...providing exceptional customer service in accordance with Valley's... ...Meets with customers to analyze financial needs and maximize sales... ...coaching and mentoring branch staff members. Ability to perform all... ...Experience: ~ FIS/IBS (Integrated Banking Solutions)....
$54.38k
...a global leader and innovator in the financial services industry and is evolving from a high-impact... ...Recommend and deliver needs-based solutions while also identifying and introducing... ...appropriate. Collaborate with team members and partners to achieve branch goals and...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$25.4 - $33.65 per hour
...responsible for delivering exceptional service to both existing and prospective clients... ...client needs and introducing relevant financial solutions. Actively participate in ongoing training... .... Lead and motivate branch team members by example by delivering and modeling...Full timeWork at officeAfternoon shift$80k - $90k
Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with... ..., and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based...Interim roleImmediate startShift workDay shift- About Us At WealthBridge Financial Group, we specialize in helping high... ...advanced life insurance solutions, wealth preservation techniques... ...attorneys, and other trusted advisors. By combining innovation, education... ...Experience in financial services, wealth management, life...Flexible hours
$150k - $175k
...Healthcare Advisory Financial Services Consultant Manager Withum's Healthcare Advisory Services practice is seeking a Financial Services... ...lead client engagements, mentor teams, and serve as a trusted advisor to healthcare executives, while contributing to the...Work at officeLocal areaRemote work
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