Financial Advisor
Jobtailor
Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients Grows and retains an investment and insurance book of business Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate Acquires, expands and maintains client relationships through business development and client networking Grows client loyalty and share of wallet through an exceptional client experience Applies product and procedural knowledge to solve client problems appropriately and efficiently Develops and implements investment and insurance strategies for clients Determines the best products to support such strategies Present sound financial recommendations and guidance to clients Establishes individual financial plans based on client financial needs and objectives Monitors financial plans and recommends changes as needed Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities Drives investment education and visibility among branch staff In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results Shows urgency with activities and leads by example Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management Meets service level agreements on lead and referral follow up Adheres to all applicable laws, regulations, policies and guidelines Requirements Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Investment Banking Public Speaking Relationship Building Relationship Management Coaching Others Customer Experience Management Customer Retention Effective Communications Interpersonal Relationships Managing Multiple Priorities Prospecting Sales Tasks And Activities Selling 2+ years of relevant professional experience Bachelors degree FINRA Series 7 and 66 (or 63,65) required Life and Health Insurance required #J-18808-Ljbffr Jobtailor
- Responsibilities Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals Triaging client leads and referrals based on client needs and asset thresholds Meeting with clients to review financial and investment goals...Suggested
- New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In...Suggested
$70k - $80k
Bank of America in Bordentown, New Jersey is seeking a Financial Services Advisor to meet with clients, review financial goals, and provide investment recommendations. The position requires strong interpersonal skills and a deep understanding of financial products. Candidates...Suggested- Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients Grows and retains an investment and insurance book of business Owns the client experience, efficiently handling sales and service Acquires, expands...Suggested
$75k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Center City or Bordentown, Hamilton, NJ. Financial Advisors are based...SuggestedFull timeTemporary workPart timeWork experience placementWork at officePNC
Trenton, NJ5 days ago- ...home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.Through a...Full timeShift workDay shift
$28.85 - $33.65 per hour
At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift- ...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...InternshipMonday to Friday
Year Up United
Trenton, NJ7 hours ago - ...Financial Aid Advisor - Lincoln Tech - Levittown, PA Campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...Full timeTemporary workImmediate start
Lincoln Tech
Levittown, PA3 days ago $45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Pennington, NJ3 days ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
Bank of America
Princeton, NJ5 days ago $61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Princeton, NJ5 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 achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at officeUnavailable
Princeton, NJ2 days ago$28.85 - $33.65 per hour
Job Description:At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$70k - $80k
...client leads and provides referrals to business partners based on client needs and asset thresholds. Meets with clients to review financial and investment goals, builds a comprehensive financial plan, and recommends brokerage products. Builds a financial plan with brokerage...Shift workDay shift- PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business, consult on investment and insurance strategies, and deliver holistic financial planning. You will work with a network of branch partners in a dynamic, service-driven environment. Based...
- Bank of America is seeking a financial services professional to provide comprehensive advice and tailored solutions to clients, helping them achieve their financial goals. You will review goals, recommend products, and collaborate with partners to deliver integrated banking...
- ...Job Description Job Description Senior Financial Advisor-RETAINED SEARCH REMOTE or HYBRID or ON-SITE are all welcome! Avior Executive Search has been retained by a dynamic RIA based in the prestigious Carnegie Center of Princeton. Our client has over 30 years...Remote work
Avior Executive Search
Princeton, NJmore than 2 months ago - Jobtailor in New Jersey seeks a client-focused financial advisor to provide comprehensive financial guidance and customized investment solutions. You will meet with clients, review their goals, and develop tailored financial plans to help them reach short- and long-term...Temporary work
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Trenton, NJ1 day ago$45.38k - $75.63k
...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 workPNC
Hamilton, NJ3 days ago$45.38k - $75.63k
...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 officePNC
Trenton, NJ4 days ago$53.13k
Personal Financial Counselor - Army National Guard, Bordentown, NJ page is loaded Personal Financial Counselor - Army National Guard, Bordentown, NJ Apply locations Bordentown NJ 08505 PFC Bordentown NG time type Full time posted on Posted 5 Days Ago job requisition id...Full timeContract workTemporary workWork experience placementWork at office- ...strategic support that we provide includes: Capital calls Audit/tax support Pre/post close services Quarterly and annual financials Limited Partner communications Bring transparency to founders, VCs, and LPs and help our clients make more accurate...Work at office
Carta
Trenton, NJ3 days ago - ...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 experience placementWork at officeShift work
- ...annual Strength in Belonging Summit, as well as our Local Black Advisor Resource Group (The BAG). We also believe in making a... ...Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we...Work at officeLocal areaVisa sponsorshipFlexible hours
Northwestern Mutual - Princeton
Princeton, NJ6 days ago - ...service while leveraging banking solutions to meet client needs. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that simplify lives and support branch success. Responsibilities include building trust through...
$45.38k - $75.63k
...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 office$80k
...lending activities by providing insightful and timely credit analysis of prospective and current borrowers, including interpretation of financial statements, collateral and cash flows. ~Interacting with loan officers, credit manager, other lending support staff, customers,...Symicor Group
Trenton, NJmore than 2 months ago$72k - $90k
...resource alignment Demonstrated leadership in providing project deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at navigating complex challenges with analytical rigor Experience in...Full timeRemote workShift workWorld Wide Technology
Trenton, NJ7 hours ago
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