Financial Representative
Davis Family Financial LLC
We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Qualifications Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 14 days #J-18808-Ljbffr Davis Family Financial LLC
- ...policies and procedures, and various activities related to the patient registration process. This includes collection of demographic, financial, insurance information, and financial screening of patients prior to services being rendered. Completes collections of patient...SuggestedHourly payDaily paidFull timePart timeWork at officeWorldwideShift workAfternoon shift
- ...policies and procedures, and various activities related to the patient registration process. This includes collection of demographic, financial, insurance information, and financial screening of patients prior to services being rendered. Completes collections of patient...SuggestedDaily paidPart timeWork at office
- Experienced Financial Advisor - Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced...SuggestedLocal areaFlexible hours
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$45k - $88k
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth...Temporary workBank staffAfternoon shift$109.25k - $170k
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...Leverages knowledge of Not-for-Profits, K-12 Schools, cities/towns/counties, school districts and other municipal entities, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business...Full timeNight shift$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 work- ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e.,...
$21.23 - $26.51 per hour
...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 continues to grow with branches in New Jersey, Eastern Pennsylvania...Full timeWork at officeLocal areaFlexible hours- 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
...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...Full timeTemporary workPart timeWork experience placementWork at officeShift work$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 well-respected financial services firm in Saddle Brook, NJ, is seeking a Financial Professional to engage clients and develop tailored financial strategies. The role requires a bachelor's degree, relevant licenses, and strong interpersonal skills. Successful candidates...TraineeshipFlexible hours
- Data Annotation is looking for experienced finance professionals to teach AI Assistant models about finance principles. Enjoy the benefits of remote work, where you can set your own schedule. Your role will involve reviewing and improving AI responses on macro trends and...Remote jobHourly payFor contractors
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- ...firm, is seeking motivated individuals for the Entry-Level Wealth Advisor position. You will meet with clients to understand their financial goals and develop customized strategies to help them succeed. You will receive comprehensive training and ongoing mentorship while...
- A local financial advisory firm in New Jersey seeks motivated individuals as Entry-Level Financial Advisors. This position offers comprehensive training, mentorship, and a supportive team environment to help you succeed. You’ll meet clients to understand their financial...Local area
- Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid Opportunities Available Launch a Business. Build a Career. Create a Legacy. Most people spend their careers building someone else's dream. At One Legacy Financial Group , we...Work at officeImmediate startRemote 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- Davis Family Financial LLC in Paterson, NJ, seeks a motivated Financial Representative to assist clients in developing tailored financial strategies. The role involves partnering with families and individuals to provide comprehensive financial plans. You will engage in...Part timeFlexible hours
- TD in Paterson, New Jersey seeks a Financial Advisor to guide clients on financial planning and sell investment solutions. This role includes onboarding clients, understanding their financial goals, and delivering exceptional service throughout their relationship with TD...
- Career Headhunter LLC is seeking a Financial Advisor Associate to join One Legacy Financial Group, offering hybrid opportunities with a focus on mentorship and professional growth. Candidates will learn to build relationships and help clients navigate their financial decisions...Remote job
- Cesna-Recruitment is seeking a Principal Advisor in Totowa, New Jersey. This executive role demands at least 7-10 years of experience in finance and operations, where the individual will lead initiatives across finance, investments, and management of real estate. The right...
$45k - $88k
A financial services provider in Wallington, NJ is seeking a VP, Financial Advisor to deliver financial advice and maintain client relations. The ideal candidate should have at least 5 years of experience in a financial institution along with required licenses. This position...- 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 leading financial services firm is seeking an Entry Level Financial Advisor in Saddle Brook, NJ. In this role, you'll engage with clients to develop personalized financial strategies and offer tailored product consultations. The firm provides comprehensive training and...Flexible hours
- ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e.,...
$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 areaFlexible hours
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