Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Financial Solutions Advisor

Dormont Manufacturing Company

Dormont Manufacturing Co is hiring for a financial advisory position based in Hackensack, New Jersey. The role focuses on helping clients achieve financial goals through customized solutions and comprehensive advice. Candidates must hold Series 7 and 66 licenses and have at least one year of experience in the investments or financial service industry. A strong focus on client relationships and effective communication is essential for success in this position. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Personal Financial Solutions Advisor in Hackensack, NJ vacancy
  •  ...National Bank is seeking candidates to deliver exceptional customer service, educate clients about bank products, and recommend suitable financial services in Moonachie, New Jersey. The ideal candidate will assist customers in opening accounts, analyzing their needs, and... 
    Suggested

    Valley National Bank

    Moonachie, NJ
    4 days ago
  •  ...role in Hackensack, NJ. This position requires a friendly demeanor, expertise in bank products, and the ability to meet customer financial needs effectively. Your responsibilities will include providing exceptional customer service, analyzing customer needs, and ensuring... 
    Suggested

    Valley National Bank

    Hackensack, NJ
    4 days ago
  • Valley National Bank in Ridgefield, NJ, is seeking a customer-focused representative responsible for providing exceptional customer service and educating clients on bank products. This role requires the ability to analyze customer needs, assist in opening accounts, and ...
    Suggested

    Valley National Bank

    Ridgefield, NJ
    19 hours ago
  • Fairygodboss is seeking a Relationship Banker in Hackensack, New Jersey, to deliver outstanding customer service and strong financial solutions. In this role, you will manage client relationships, providing tailored banking solutions that enhance their financial wellbeing... 
    Suggested

    Fairygodboss

    Hackensack, NJ
    19 hours ago
  • $70k - $80k

     ...Job Description 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... 
    Suggested
    Temporary work
    Shift work
    Day shift

    Dormont Manufacturing Company

    Hackensack, NJ
    4 days ago
  •  ...and facilitate transactions via self-service channels. You will process cash, engage clients, and connect them with suitable financial solutions to meet their goals. Key responsibilities include managing center traffic, scheduling, and outbound communications while delivering... 
    Weekend work

    Dormont Manufacturing Co

    Belleville, NJ
    2 days ago
  •  ...options, and process cash transactions with accuracy. The role emphasizes building client relationships and identifying solutions to meet financial goals. The position requires flexible hours including weekends, strong communication, and the ability to adapt to evolving... 
    Flexible hours

    Bank of America

    Yonkers, NY
    4 days ago
  •  ...able to communicate effectively to understand client needs. This role includes managing client accounts, offering tailored banking solutions, and adhering to regulatory requirements. We offer competitive compensation and diverse benefits, emphasizing a culture of... 

    Fairygodboss

    Ramsey, NJ
    1 day ago
  • $20.43 - $32.31 per hour

    Fulton Financial Corporation is seeking a full-time Relationship Banker in Rutherford, NJ. This role focuses on delivering excellent customer service and promoting financial solutions while meeting sales expectations. Candidates must have a minimum of 2 years of customer... 
    Hourly pay
    Full time

    Fulton Financial Corporation

    Rutherford, NJ
    4 days ago
  •  ...provide exceptional customer service and support sales activities. The successful candidate will analyze customer needs, recommend solutions, and perform routine banking transactions. A High School diploma or GED is required, preferably with business services experience... 

    Valley Bank

    Paterson, NJ
    1 day ago
  •  ...Service Representative. You will provide exceptional service, educate customers on our products, and analyze financial needs to recommend appropriate solutions. Your role includes opening new accounts, discussing loan options, and participating in community events. We'... 

    Valley National Bank

    Wyckoff, NJ
    19 hours ago
  • $49.5k - $82.5k

     ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners...  ...'s share of wallet. Positions PNC solutions to drive new revenue and customer...  ...equal employment opportunity to qualified persons regardless of race, color, sex, religion... 
    Full time
    Temporary work
    Work experience placement

    PNC

    Leonia, NJ
    3 days ago
  • $17.74 - $29.57 per hour

     ...As a Banking Service Professional, the Personal Banker will provide effective support of...  ...standards. Provides a variety of banking solutions by analyzing needs, recommending solutions...  .... Meet with customers to analyze financial needs, maximize sales opportunities, offer... 
    Full time
    Work at office

    RadNet

    New Milford, NJ
    8 hours ago
  •  ...services. Meets with customers to analyze financial needs and maximize sales opportunities....  ...activity to Manager maintaining personal knowledge of compliance and regulatory requirements...  .... Preferred Experience: ~ FIS/IBS (Integrated Banking Solutions).... 

    Valley National Bancorp

    New Milford, NJ
    3 days ago
  • $49.5k - $82.5k

     ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners...  ...'s share of wallet. Positions PNC solutions to drive new revenue and customer...  ...equal employment opportunity to qualified persons regardless of race, color, sex, religion... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Palisades Park, NJ
    4 days ago
  •  ...mission, engaging customers with friendly, professional, and solution oriented service. Maintain strong knowledge of all bank products...  ...educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish... 

    Valley Bank

    Emerson, NJ
    3 days ago
  •  ...support for sales and service activities. The role demands exceptional customer service skills and the ability to analyze clients' financial needs. Key responsibilities include recommending bank products, assisting with various transactions, and ensuring compliance with... 

    Valley Bank

    Wyckoff, NJ
    19 hours ago
  •  ...As a Banking Service Professional, the Personal Banker will provide effective support of...  ...standards. Provides a variety of banking solutions by analyzing needs, recommending solutions...  .... Meets with customers to analyze financial needs and maximize sales opportunities.... 
    Work at office

    Valley Bank

    Elmwood Park, NJ
    1 day ago
  •  ...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...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Fair Lawn, NJ
    19 hours ago
  •  ...engage clients and educate them on self-service options. You will accurately process cash transactions and build relationships to meet financial needs. The role requires strong work ethic, adaptability, and a focus on the client experience. Weekend work and travel to nearby... 
    Weekend work

    Bank of America

    Waldwick, NJ
    1 day ago
  • $63k - $105k

     ...role, you will drive growth in consumer and business banking by managing relationships effectively while delivering tailored financial solutions. A Bachelor's degree is required, along with excellent communication skills and a strong customer service focus. The position... 
    Full time

    Fairygodboss

    Palisades Park, NJ
    4 days ago
  • $17.74 - $29.57 per hour

     ...full-time Banking Service Professional in Clifton, New Jersey. This role involves providing exceptional customer service, analyzing financial needs, and selling banking products. Successful candidates will have strong communication skills and 1+ years of experience in... 
    Hourly pay
    Full time

    RadNet, Inc.

    Clifton, NJ
    3 days ago
  •  ...Jersey seeks a Banking Service Professional who excels in customer service and sales support. Responsibilities include analyzing financial needs, providing exceptional service, and promoting bank products. Ideal candidates will have a high school diploma or GED, with at... 

    Valley Bank

    Waldwick, NJ
    1 day ago
  • Fulton Financial is seeking a full-time Relationship Banker for their Rutherford, NJ center. This role involves providing exceptional customer service, engaging in sales conversations, and ensuring compliance with financial regulations. Candidates must have 2+ years in... 
    Full time

    Fulton Financial

    Rutherford, NJ
    4 days ago
  • $77k - $202k

     ...providing consulting services related to financial management and strategy. These...  ...analyse client needs, develop financial solutions, and offer guidance and support to help...  ...complex situations, you are growing your personal brand, deepening technical expertise and... 

    PwC (US)

    Passaic, NJ
    4 days ago
  •  ...needs of Government entities and Not-for-Profits in Saddle Brook, NJ. You will work closely with clients to develop cash management solutions while collaborating with various internal teams. The ideal candidate will have at least 7 years of experience in Cash Management... 

    JPMorganChase

    Saddle Brook, NJ
    4 days ago
  •  ...appropriate Cash Management products and solutions to customers and prospects, including...  ...existing portfolio. Serves as a trusted advisor by understanding the client's needs through...  ...and other municipal entities, markets, financial and economic concepts, as well as... 
    Night shift

    JPMorganChase

    Saddle Brook, NJ
    4 days ago
  • $20.67 - $31.25 per hour

     ...Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper...  ...uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Jersey City, NJ
    1 day ago
  • $49.5k - $82.5k

    ## Personal BankerApplylocations: NJ - Tenaflytime type: Full timeposted on: Posted Todayjob...  ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem...  ...'s share of wallet. Positions PNC solutions to drive new revenue and customer loyalty... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Tenafly, NJ
    2 days ago
  •  ...appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank...  ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains... 

    Valley National Bancorp

    Ridgefield, NJ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Financial Solutions Advisor. Be the first to apply!