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
...Group). We have 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- 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
- ...knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques... ...deliverables. Leverage digital tools to ensure client is versed on self-service optionsRequired Qualifications, Capabilities and SkillsMinimum...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
- ...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
$58.44k - $93.5k
Responsibilities Provide personal financial services at assigned military installations. Offer comprehensive personal financial counseling to service members and their families, including one‑on‑one sessions, briefings, presentations, and referrals. Collaborate with installation...Contract workTemporary workWork at officeLocal area- 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
$24k
Financial Advisor / Financial Representative - In Person (5+ years experience) | Paramus, NJ and Farmington, CT Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of...Full timeContract workLocal area$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...- 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
- A financial services company seeks a Financial Services Advisor in Saddle Brook, New Jersey. In this role, you will work closely with clients to guide them through their financial journeys towards long-term freedom. Qualified candidates will build relationships, be self...
- A financial services firm in New Jersey seeks candidates passionate about helping others achieve financial wellness. The role includes building client relationships, developing tailored financial strategies, and requires a relevant degree. Candidates must possess state...
$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....
- ...at the company must have a background in credit risk leadership within banking, commercial lending, fintech, or specialized financial services. The role requires comprehensive knowledge in commercial and consumer underwriting, portfolio management, loss mitigation, and...
- ...Chief Credit Risk Officer About the Company Financial services organization focused on credit risk leadership across banking, fintech, and lending products. Industry Financial Services Type Privately Held About the Role The Company is seeking a...
$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$50k - $75k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Kyle... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance,...For contractorsWork at officeRelocation package- ...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
$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- ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM Key... ...deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that...Weekend work
$340k - $360k
Client: Financial Services Organization. Role: SVP, Chief Credit Risk Officer. Salary: $340,000 - $360,000/annually + Bonus & Equity. Location... ...qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively...Work at officeLocal area$300k - $350k
...stewardship (CRE, C&I, SBA, Structured Finance) and modern digital financial infrastructure (BaaS, marketplace lending, payments, embedded... ...), Structured Finance, Marketplace Lending, and Banking-as-a-Service (BaaS) partnerships. Reserving & Modeling: Oversee CECL processes...$300k - $350k
...Structured Finance) and modern digital financial infrastructure (BaaS, marketplace lending... ..., Marketplace Lending, and Banking-as-a-Service (BaaS) partnerships. Reserving & Modeling... .... You further agree that you have represented information about yourself accurately and...For contractorsWork at officeLocal area- ...focuses on building client relationships and offering personalized investment solutions, requiring at least 2 years of relevant financial services experience. Candidates must hold active Series 7 and 66 licenses, with a commitment to integrity and a passion for digital...
- PNC Financial Services Group, Inc. in Palisades Park, NJ is seeking a Full Time Bilingual Teller. The role focuses on delivering a personalized customer experience, educating clients on banking options, and using technology to simplify financial transactions. You will...Full time
$95.6k - $188.4k
...professional demeanorAbility to meet deadlinesAbility to provide clear guidance to othersThe TeamOur Forensic, Discovery, & Financial Crime offering provides services to support anti-money laundering, discovery, business disputes, and investigations. We help protect brands from...Visa sponsorship$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- ...and P&A teams to drive strategic decision-making and improve financial performance.As an Associate in the D&PS Planning & Analysis team... ...planning and analysis or a similar role within the financial services industry.Strong analytical and problem-solving skills with attention...Visa sponsorship
$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...
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