Financial Planner
TEEMA
Senior Financial Advisor / Wealth Planner
Senior Advisors are responsible for managing the entire client experience, including:
- Conducting discovery and planning meetings
- Presenting recommendations and planning solutions
- Implementing advisory and insurance strategies
- Managing ongoing client relationships
- Identifying additional planning opportunities
- Serving as the primary trusted advisor to clients and their families
We are seeking accomplished advisors who have already built successful careers and are looking for a platform that allows them to accelerate growth without the burden of constant prospecting.
- 10+ years of experience as a Financial Advisor, Wealth Advisor, Retirement Planner, or Financial Planner
- Demonstrated success serving retirement-focused and high-net-worth clients
- Proven track record of business development, client retention, and revenue generation
- Strong consultative sales and relationship-management skills
- Ability to convert qualified opportunities into long-term client relationships
- Exceptional presentation and communication skills
- Active Series 65 or Series 66 and Series 7 preferred
- Ability to work onsite and meet with clients throughout New Jersey
Ideal Background Candidates may have previously or currently work at:
- Independent RIAs
- Wirehouses
- Regional brokerage firms
- Insurance-based advisory practices
- Independent financial planning firms
Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, we encourage you to continue visiting our website for other roles that may be a good fit.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planner in Englishtown, NJ vacancy
- .... Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial...Suggested
Valley National Bancorp
Manalapan, NJ3 days ago - .... Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial...Suggested
Valley National Bancorp
Englishtown, NJ3 days ago $16 - $24 per hour
...VNACJ CHC is Hiring: Financial Counselor - Dental Join Our Mission-Driven Team in Freehold, NJ! The Visiting Nurse Association of Central Jersey Community Health Center (CHC) provides comprehensive, community-based preventive and primary care services for New Jersey...SuggestedWork experience placementWork at officeLocal areaVna Chc
Freehold, NJ5 days ago- ...Aspiring Financial Advisor | Advisor Development Program Relationship-builder. Self-starter. Goal-oriented. Entrepreneurial. Lifelong learner. Sound like you? Then we should talk. If you're looking for more than your next job—and are interested in building a career...Suggested
Jobrapido
Freehold, NJ3 days ago $49.5k - $82.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer’s share of wallet. Positions PNC solutions to drive new revenue and...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...Build a Career Helping People Build Their Financial Future Barnum Financial Group, a MassMutual firm, is looking for motivated, relationship-driven professionals who want to build a meaningful career in financial services. As a Financial Advisor , you'll work directly...Full time
Barnum Financial Group Tri State
Iselin, NJ3 days ago $15 per hour
...Financial Advisor Prudential Financial Edison, New Jersey About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us...Minimum wageFull timeContract workPart timePrudential Financial
Edison, NJ2 days ago- ...Company Description Barnum Financial Group is a financial planning and consulting firm located in Iselin, NJ. With over 70 years of experience, we have helped over a quarter million clients nationwide create wealth and make smart money decisions. Our team provides a full...Full time
Barnum Financial Group Tri State
Iselin, NJ4 days ago - ...New Jersey Wealth Partners is looking for an experienced financial professional in the Holmdel area that is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide...Full time
Prudential Advisors
Holmdel, NJ2 days ago $20 - $28.75 per hour
...site fitness facilities at Red Bank and Toms River headquarter offices, and more! About Your Role Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and...Full timeWork at officeFlexible hoursNight shiftOceanFirst Financial
Perth Amboy, NJ2 days ago$63k - $105k
...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
Holmdel, NJ4 days ago- ...Build a Career Helping People Build Their Financial Future Barnum Financial Group, a MassMutual firm, is looking for motivated, relationship-driven professionals who want to build a meaningful career in financial services. As a Financial Advisor , you'll work directly...
Barnum Financial Group Tri State
New Brunswick, NJ2 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Farmingdale, NJ2 days ago$69k - $125k
...Shift Unspecified Job Description A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Advisor to serve our clients and prospects in our New Jersey region. We believe that our ongoing success depends upon a skilled...Full timeTemporary workWork experience placementWork visaFlexible hoursShift workMid Penn Bancorp
New Brunswick, NJ5 days ago$22 - $27.75 per hour
...Banking Associate in Freehold, New Jersey. This role involves processing banking transactions and providing guidance to customers on financial tools and services. Ideal candidates will have customer service experience and a high school diploma or GED. This part-time...Hourly payPart time$49.5k - $82.5k
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork at office$18.41 - $23.03 per hour
...Personal Banker (Float) - East Region / Woodbridge (Full-Time) How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that...Full timeWork at officeLocal areaFlexible hours$23.25 - $30.75 per hour
...life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs...Work at office$145k - $160k
...accredited law school ~ New Jersey bar admission (NY a plus) ~3+ years experience representing a wide range of clients in diverse financial transactions ~ Experience should include drafting/negotiating disclosure documents, resolutions, closing documents, etc....Full timeLocal areaLHH
Middlesex County, NJ2 days ago- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...Full timeWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
Hazlet, NJ4 days ago $23.25 - $30.75 per hour
...life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs...Work experience placementWork at officeLocal areaWork from homeFlexible hours$22.5 - $29 per hour
...bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being. This role is accountable for acquiring and...Work at office- ...Jersey is seeking a banking professional to acquire and deepen client relationships by delivering personalized solutions that support financial well‑being. You will engage clients, explain TD options, and connect them with the right products while maintaining strict risk...
- Provident Bank is seeking a Personal Banker to build relationships with customers and understand their financial needs. The role combines transaction handling with sales and service, aiming to meet deposit, loan and revenue goals while delivering an excellent customer experience...Flexible hours
- ...professional focused on cultivating and sustaining client relationships through personalized banking solutions that support long-term financial goals. The role emphasizes consultative engagement, needs-based guidance, and deep product knowledge while upholding risk and...
- Provident Bank is seeking a Personal Banker to build relationships with customers and fulfill financial needs through a mix of transactions and sales. You will open accounts, assist with deposits and loan payments, and cross-sell products while delivering an excellent customer...
- Provident Bank in Woodbridge, NJ seeks a Personal Banker (Float) to build relationships with customers, understand financial needs, and provide a positive experience during branch interactions. As a Float, you’ll be assigned to the East Jersey Region and travel to Woodbridge...
- Valley Bank is hiring a Relationship Banker to drive branch growth by deepening existing relationships and acquiring new customers through proactive sales and service excellence. You will open new accounts, discuss loan products, and educate clients on bank services while...
- ...solutions and proactive guidance while upholding risk and regulatory standards. You will engage clients through walk-ins, appointments, and outbound conversations, identify needs, and coordinate with partners to provide mortgage and other financial products. #J-18808-Ljbffr TDFull time
- ...client relationships through consultative engagement and disciplined execution. You will explain TD products, deliver personalized financial solutions, and guide clients toward actions that improve their financial well-being. The role emphasizes risk awareness, strong...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
