Financial Services Representative
$60k - $120kStrategic People Advisors
About Strategic People Advisors Strategic People Advisors is a specialized recruitment partner. We identify and advocate for talented professionals looking to make a meaningful career pivot into high-growth industries. We are representing a prominent local general agency of OneAmerica Financial® that prioritizes developing high-performing professionals transitioning from non-financial fields. If you have hit a growth ceiling in fields like education, corporate sales, real estate, athletics, or management, this structured associate program is built for your success. Position Overview Our client does not expect you to have a background in finance. They provide a fully structured, classroom-to-field training curriculum designed to teach macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business. Key Responsibilities Participate in a structured, multi-phase licensing and financial planning training program. Learn to host consultative discovery conversations to evaluate client needs, financial vulnerabilities, and cash flow. Design tailored asset-protection, disability, and retirement planning solutions using the firm\'s advanced financial modeling software. Build a local advisory brand by engaging with local communities, professional organizations, and personal networks. Requirements No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued. A natural ability to build trust, paired with deep professional empathy. Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule. Must pass a standard industry background check and licensing exam (sponsorship provided). Bachelor\'s degree preferred, or equivalent track record of professional success. Compensation & Professional Development Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development. Start-up financing programs combined with competitive commissions and residual income streams. $60,000.00 - $120,000.00 per year. This role features a performance-based compensation structure with uncapped earning potential. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase. Discover how we support professionals through career transitions at #J-18808-Ljbffr Strategic People Advisors
$50k - $120k
...Wisepath Group, has been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies,...SuggestedLocal area- ...Job Description Job Description BASIC FUNCTION Financial Center Service Representative (FCSR) is responsible for processing a variety of financial transactions including check cashing, withdrawals, deposits and loan payments. This position is responsible for...SuggestedHourly payTemporary workLocal areaFlexible hours
- Charles Schwab in Edgewater, NJ is seeking a Client Relationship Specialist to deliver exceptional service at the branch level. You''ll support daily operations under the guidance of the Client Relationship Manager and Branch Manager. While licensing isn’t required, Schwab...Suggested
- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...on a winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real...Suggested
- ...Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is... ...planning Investment management Providing financial advisory services Preferred Qualifications / Requirements: Bachelor's degree...SuggestedFull timeRemote work
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$134.28k - $164.12k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...environment, clients expect to be serviced by professionals who understand the mutual... ...and/or fund structures. Participate and represent the Relationship Management Department...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week- ...Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Paramus... ...management and investment products and services for individuals, companies, and... ...and clients. Our Wealth Management team represents an array of different skills and experiences...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$80k - $95k
...is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations... ...book of business through identifying value-add products and services for clients and develops additional business through referrals...Work experience placementWork at office- A leading financial services firm in New Jersey is looking for an Entry Level Financial Advisor. In this role, you will build and manage client relationships, develop personalized financial strategies, and consult on financial products. You must have a Bachelor's degree...Flexible hours
$40k - $120k
Are you interested in a career in financial services but prefer supporting advisors rather than building your own book of business? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking a Financial Advisor Assistant / Client Service Associate to support our growing...$30.89 per hour
...Defense and Federal civilian agencies. We are currently looking for Financial Counselors to assist our client. The budgeted compensation for... ...Provides certified financial counseling and instruction to Service members and eligible clients throughout the military-to-...Hourly payContract workRelocation- Our Post-Graduate Financial Advisor Development Program offers recent graduates a unique... ...Northwestern Mutual is 1 of the largest financial services companies in the country with a strong... ...the financial industry As a Financial Representative in our Paramus Branch, you will have...Full timeWork at office
- Lee, Nolan & Koroghlian, LLC is seeking a Financial Services Advisor to guide clients toward long-term financial freedom. You will engage with real people, assess needs, and tailor financial plans while building your own advisory practice. The role emphasizes relationship...
$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe...Work experience placementFlexible hours$49.5k - $82.5k
...and deepens the branch customer base through a variety 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work- A financial services firm is looking for an experienced Fund Accountant to work onsite in Hackensack, New Jersey. The ideal candidate will have a Bachelor's degree in accounting or finance, alongside 5 to 8 years of relevant experience preferably within Private Equity....
$75k - $95k
...This role is responsible for delivering high-quality financial and investor reporting across a range of alternative investment structures... .... Expectations Regarding Hybrid Working: As we are a Service Provider and Consulting firm servicing clients, our policy on physically...Full timeWork at officeImmediate startFlexible hours3 days per week- ...Job Description Job Description TELLERS / CUSTOMER SERVICE CAREERS Looking for a career close to home? Want to learn how to run a business? CFSC is one of the area’s largest financial service providers to the retail consumer financial industry and now has opportunities...Full timeMonday to FridayFlexible hoursRotating shiftDay shiftAfternoon shift
$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... .... Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need...Hourly payWork experience placementFlexible hoursDay shift$50k - $75k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Kyle... ...dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...For contractorsWork at officeRelocation package$45k - $65k
...needs, and market appropriate products and services. Maintain a strong work ethic with a... ...(outside sales or inside sales representative, retail sales associate, or telemarketing... ...help customers with their insurance and financial services needs, including: Auto insurance...For contractorsWork at office$45k - $65k
...Customer Service Representative As a Customer Service Representative with Lori Ramil - State Farm Agent, you will generate the kind of exceptional... ...dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance,...Work at office$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$65k - $80k
Bank of America is seeking a Financial Advisor in Englewood, NJ. This position involves providing tailored advice to clients regarding financial... ..., along with experience in the investments or financial service industry. The role offers a competitive salary ranging from $65...$83k - $114k
...positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-... ...has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence...Temporary workWork at officeLocal areaRemote work- ...documentation and filing. - Prepare and support periodic financial and management reports for internal stakeholders and headquarters... ...and audits by gathering data and coordinating with external service providers. - Respond to internal and external inquiries related...InternshipWork at office
- ...development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and... ...together to help make DTCC a global leader in the financial services industry.Pay and Benefits:Competitive compensation, including...Remote workFlexible hours
- Cesna Recruitment is seeking an accounting professional in New Jersey to handle AP/AR, monthly close, and reporting for internal stakeholders and headquarters. The role supports cash management, tax filings, and compliance while maintaining ERP records and vendor contracts...
$57k - $66k
...support customer requirements and sales initiatives. Review and route new customer inquiries from trade shows, websites, and customer service channels. Run sales reports, support basic sales analysis, and track quarterly wins and losses, customer opportunities,...InternshipWork at officeLocal areaImmediate startRelocationFlexible hours
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