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

Financial Advisor

Kestra Financial

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 this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives. Responsibilities Develop customized financial plans to help clients achieve their financial goals Manage investment portfolios and monitor market trends and economic conditions Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning Actively participate in business development activities to build new client relationships and expand the Firm's network Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients Requirements Bachelor's degree in finance, accounting, economics, or a related field preferred but not required Minimum of 2 years of experience in the financial industry Certified Financial Planner (CFP) certification preferred but not required Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work #J-18808-Ljbffr Kestra Financial

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Mercerville, NJ vacancy
  • $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... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Fairygodboss

    Bordentown, NJ
    3 days ago
  • $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

    Bank of America

    Bordentown, NJ
    2 days ago
  • 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

    Kestra Financial

    Hamilton Square, NJ
    1 day ago
  • 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

    Jobtailor

    West Windsor, NJ
    4 days ago
  • 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

    Jobtailor

    Bordentown, NJ
    4 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 time
    Shift work
    Day shift

    Bank of America

    Pennington, NJ
    2 days ago
  • $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 pay
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Bordentown, NJ
    11 hours ago
  •  ...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... 
    Internship
    Monday to Friday

    Year Up United

    Trenton, NJ
    11 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 time
    Temporary work
    Immediate start

    Lincoln Tech

    Levittown, PA
    1 day 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 office
    Shift work
    Day shift

    Bank of America

    Princeton, NJ
    3 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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Princeton, NJ
    11 hours ago
  •  ...Financial AdvisorWork Location: Langhorne, Pennsylvania, United States of AmericaHours: 40Pay Details: $72,280 - $108,160 USDTD is committed...  ...role.Line of Business: TD WealthJob Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for... 
    Work at office

    TD Bank

    Langhorne, PA
    3 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 pay
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Day shift

    Bank of America

    Levittown, PA
    3 days ago
  • 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... 

    Bank of America

    Bordentown, NJ
    11 hours 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 office

    UNAVAILABLE

    Princeton, NJ
    3 days ago
  • $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 work
    Day shift

    Bank of America

    Bordentown, NJ
    3 days ago
  •  ...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... 

    Fairygodboss

    Bordentown, NJ
    3 days ago
  •  ...PNC Financial Services Group, Inc. is hiring a Financial Advisor within PNC Wealth Management, based in Center City or Bordentown, Hamilton, NJ. The role involves consulting on investment and insurance strategies, managing a client book, and partnering with branch staff... 

    PNC Financial Services Group

    Hamilton, NJ
    2 days ago
  • Magellan Health, Inc. seeks a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families at Army National Guard installations in Bordentown, NJ. The role involves budgeting guidance, educational materials, and coordination... 

    magellanhealth

    Bordentown, NJ
    1 day 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

    Jobtailor

    Bordentown, NJ
    4 days ago
  •  ...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, NJ
    more than 2 months 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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Trenton, NJ
    4 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Trenton, NJ
    4 days ago
  • $20.03 per hour

     ...Financial Services Representative - Trenton NJ Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Services Representative (FSR... 
    Hourly pay
    Work at office
    Monday to Friday

    Altra Federal Credit Union

    Trenton, NJ
    1 day ago
  •  ...of the 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 decisions by... 
    Work at office

    Alumni Ventures

    Hamilton, NJ
    1 day ago
  • $58.44k - $93.5k

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    magellanhealth

    Bordentown, NJ
    1 day 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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Trenton, NJ
    2 days ago
  • $75k - $95k

    Overview What You’ll Be Doing This Junior Security Analyst role will have client facing responsibilities that encompass security analyst, engineering, and operations skill sets. Responsibilities include ensuring security and FISMA compliance of Cadmus’s client’s systems...
    Permanent employment
    Work experience placement
    Local area
    Worldwide

    Cadmus

    Trenton, NJ
    3 days ago
  • $20 - $21 per hour

     ...health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To... 
    Hourly pay
    Internship
    Local area

    Lennar

    Trenton, NJ
    3 days ago
  • $100k - $130k

     ...!Job Description:We are currently accepting applications for a Senior Consultant in Transaction Advisory specifically focusing on financial due diligence. As a Senior Consultant you will be a vital member of the team driving project management work at various points in... 
    Full time
    Work experience placement
    Work at office
    Local area

    Withum Smith+Brown

    Princeton, NJ
    1 day ago

Do you want to receive more vacancies?

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