Financial Solutions Advisor - Northwest NJ Market
$70k - $80kBank of America
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities. Identifies and engages potential new clients through referrals or financial center clientele. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Schedule Monday - Fridays and rotating Saturdays. Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients. Desired Qualifications Strong computer skills with an ability to multitask in a demanding environment. At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Piline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causetion Analysis Written Communications Shift 1st shift (United States of America) Hours Per Week 40 Pay Range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education, and skill set. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr
- ...Financial Solutions Advisor - Northwest NJ Market Morristown, New Jersey;Succasunna, New Jersey; Denville, New Jersey; Livingston, New Jersey; Montville, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every connection... ...comprehensive advice and customized solutions to clients to help them achieve their... ...Per Week 40 Pay Transparency details US - NJ - Denville - 125 E Main St - DENVILLE BC...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$75k
...competitive advantage in the markets we serve. We are all united... ...the company’s success. As a Financial Advisor within PNC Wealth Management... ...at our Rockaway Town Square, NJ location. Job Profile... ...you in creating personalized solutions on behalf of you and your clients...SuggestedFull timeTemporary workWork experience placementWork at office$49.5k - $82.5k
...BankerApplylocations: NJ - Rockawaytime type: Full... ...advantage in the markets we serve. We are all united... ...Banker within PNC's Northwest Region Retail Banking... ...improve the customer's financial wellbeing.... ...wallet. Positions PNC solutions to drive new revenue and...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$49.5k - $82.5k
...competitive advantage in the markets we serve. We are... ...role within PNC’s Northwest Region Retail Banking... ...based in Mountain Lakes, NJ. Job Description Acquires... ...the customer’s financial wellbeing. Collaborates... ...wallet. Positions PNC solutions to drive new revenue and...SuggestedFull timeTemporary workWork experience placementWork at office- Wilmington Trust is seeking a Financial Advisor in Parsippany, New Jersey. This role involves building client relationships and delivering tailored investment and insurance solutions by partnering with a Senior Advisor. Candidates should have solid client-facing experience...
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- ...About the job Financial Advisor (Experienced) At Integrated Financial Concepts... ...base approach classes, marketing seminars, and more! What makes... ...a client-centric financial solution. Attending 1 on 1 trainings,... ...Drive, Suite 125, Red Bank, NJ 07701, (***) ***-****. Integrated...Worldwide
$17.31 - $28.85 per hour
...NJ - Mountain Lakes Part time R233309 **Position... ...advantage in the markets we serve. We are all united... ...Teller within PNC's Northwest Region Retail Banking... ...at improving customer financial wellbeing and creating... ...creating customized customer solutions. + **Managing Risk** -...Full timePart timeWork experience placementWork at office- ...Walsh is seeking ambitious and motivated Financial Advisor Associates to join our growing wealth... ...networking, seminars, or personal marketing expenses, Hennion & Walsh provides advisors... ...in financial services and investment solutions Assist clients in developing fi...
- Roxbury Financial, LLC specializes in delivering comprehensive... ...personalized financial solutions. Our firm is committed... ...in Mount Arlington, NJ, we pride ourselves on... ...role for a Financial Advisor based in Mount Arlington... ...financial goals, analyzing market trends, recommending...Full timeRemote work
$109.6k - $140k
...are expanding our portfolio of solutions to serve even more patients,... ...days a week at our Parsippany, NJ office Reporting to the Associate... ..., Corporate FP&A, the Senior Financial Analyst will primarily be... ...experience, qualifications, external market conditions, and internal...Full timeWork at officeWorldwide3 days per week- ...Overview Entry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial Group... ...and introduce insurance and investment solutions. Joint Work & Learning – Handle hand-offs... ...Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience)...Full timeRemote work
- ...independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies.... ...with appropriate investment solutions. Participates in client meetings,... ...end office located in Parsippany NJ with gym on-site. Culture activities...Contract workWork at office
- ...seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will... ...clients sourced by our firm’s marketing funnels, and independently guide them... ...Requirements - Must be dually-licensed: NJ Life & Health Insurance producer (the...
$70k - $80k
...Bank of America is seeking a Financial Advisor in Succasunna, NJ to provide customized solutions for clients. Responsibilities include building financial plans, triaging leads, and recommending banking and investment strategies. Candidates must hold Series 7 and 66 licenses...- ...experience of our employees and customers. This is a full-time, on-site, commissioned career opportunity based out of our Parsippany, NJ financial center. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension...Full timeLocal areaWork visaFlexible hours
$200k
...Description Job Description Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 ___... ...RIA that offers holistic financial planning solutions for affluent families, business owners and...Work at officeLocal area- 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...
- ...Description Job Description We are looking for a client-centered Financial Advisor to join a wealth management team in Parsippany, New Jersey.... .... • Assist with written client outreach, including market commentary, educational updates, and other timely communications...
$99.3k - $248.3k
Sr Scientific Advisor, Medical Communications(Agency Equivalent: Scientific... ...sound, creative solutions to meet clients’ critical business... ...or delays.Collaborate with Marketing TeamSupports Marketing in the... ...Philadelphia, PA; Montclair, NJ; New York, NYType: Full timeFull timePart timeImmediate startRemote workWorldwide$60k - $120k
...management practice aligned with OneAmerica Financial®. About Wisepath Recruiting Wisepath... ...office administrative support, and localized marketing assistance. Position Overview This role... .... Key Responsibilities Support Senior Advisors in analyzing client data and preparing...Local area$82.38k - $134.88k
...be located at our Parsippany, NJ office. At Investment Administration... ...of investment processes, financial instruments, and regulatory... ...lifecycle events for private market assetsEnsuring accurate and timely... ...and delivering appropriate solutions.Supporting internal initiatives...Temporary workWork at officeLocal area$75k - $80k
...WREA), which supports our Weichert franchised real estate offices across 40+ states. WREA is hiring a Marketing & Communications Specialist in Morris Plains, NJ. This is a hybrid role. The Marketing & Communications Specialist is responsible for developing and executing...Work experience placementFreelanceWork at officeLocal areaFlexible hours$110k - $125k
...advancing innovative technical solutions, to participating in robust... ...Summary Langan is seeking a Financial Analyst to join its collaborative team in Parsippany, NJ . This individual will serve... ...work experience, location, market conditions, education/training...Hourly payFull timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours$82.6k - $162.8k
...the design and implementation of NetSuite solutions that help clients meet their business... ...This role fits professionals across core financial accounting, procure-to-pay, or order-to-... ...team Our NetSuite practice helps upper mid-market and high-growth organizations modernize...Local areaVisa sponsorship$121k - $132k
...empower our employees to push boundaries while delivering top-tier solutions to our customers. Our team fosters a fun, collaborative culture... ...events per quarter.This position is at our Parsippany, NJ corporate office’s location.Pay Range: $121K- $132kMany of our contracts...Full timeWork at officeLocal areaRemote workMonday to ThursdayFlexible hours$52.5k - $87.5k
...differentiator and competitive advantage in the markets we serve. We are all united in... ...Delivers client well-being through tailored solutions aligned with clients’ wholistic needs,... ...Educates clients on options for managing financial transactions by leveraging technology,...Full timeTemporary workWork experience placementWork at office- Next Frontier Capital in Parsippany, NJ is seeking a Financial Advisor to build a client-focused practice and provide personalized investment solutions. The role emphasizes relationship management over portfolio supervision, with emphasis on integrity and client education...
- ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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