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

Financial Advisor/Financial Representative **In Person and Must have 5 plus years related work [...]

$24k

Certified Financial Services

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 The Guardian Life Insurance Company, we deliver comprehensive financial services including insurance, investment strategies, and personalized financial planning. Our unique structure enables us to provide the advantage of a large firm while maintaining the personal touch and dedication of a local presence. We are looking for highly driven candidates who are ready to take on a challenge. Experienced advisors and career changers are all welcome and encouraged to apply. Role Description As a Financial Associate at Certified Financial Services, you will play a vital role in helping clients achieve their financial goals. This full-time, hybrid role includes: Creating tailored financial and retirement plans. Offering investment advice and financial guidelines. Building and maintaining long‑term client relationships. Working with clients to understand their goals, concerns, and current financial information. Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. This is an opportunity to build a career that aligns with your entrepreneurial spirit and values, supported by a high‑performing team and the resources of a Fortune 250 company. Build your own practice with the support you need to be successful with the help of CFS’s training and mentorship program. Qualifications We are seeking candidates with: Strong interpersonal and communication skills. A passion for helping others and making a positive impact in your community. An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms. A lifelong learner mentality with a desire to continue growing professionally. Analytical and problem‑solving abilities. A Life and Health license or the ability to obtain one. Ability to obtain Series 7 and Series 66 licenses (preferred within the first year). What We Provide Tools and technology to help you appropriately gather, manage, and service your clients. Development and training—locally, virtually, and nationally—to support your educational needs. Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients. Mentorship and joint‑work opportunities. Superior service and support. A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more. Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Why Certified Financial Services? CFS offers a unique and rewarding career in financial services to highly motivated entrepreneurs, recent college graduates, people experienced in other careers, as well as financial professionals looking to offer more holistic financial planning opportunities to their clients. We understand that each member of this community has important goals—some financial, others personal—and at the core, our goals begin and end with a focus on the people who matter most in our lives. We offer a collaborative environment, robust training programs, and the opportunity to create a meaningful impact in your clients’ lives. Whether you are looking to grow your career or are new to the financial services industry, CFS provides the tools and support to help you succeed. With Certified Financial Service’s proven professional development process, you have the opportunity to grow into a successful financial professional. We provide the required resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step towards a career with CFS and unlock your full potential today! Certified Financial Services is an Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly‑owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker‑dealer offering competitive investment products, as well as a registered investment advisor providing financial planning and investment advisory services. PAS is a member of FINRA and SIPC. View phone number on click.appcast.io #J-18808-Ljbffr Certified Financial Services

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor/Financial Representative **In Person and Must have 5 plus years related work [...] in Paramus, NJ vacancy
  • $58.44k

     ...will provide personal financial services at assigned...  ...session. Works closely with the...  ...above are representative and not intended...  ...associate degree plus 4 years' experience in...  ...experience. Must be a U.S....  ...process. Must have one of the following...  ...and other job‑related factors... 
    Suggested
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Federal

    Fort Lee, NJ
    3 days ago
  • $45k - $88k

     ...with Cetera Financial Group. Accepted...  ..., Financial Advisor ("FA") will provide...  ...goals. Must keep abreast...  ...Ensures that work follows applicable...  ...that they have current...  ...of progress relative to goals and...  ...Qualifications Minimum 5 years’ experience...  ...0 to $88,000 plus a competative... 
    Suggested
    Temporary work
    Bank staff
    Afternoon shift

    Cetera Financial Group

    Wallington, NJ
    5 days ago
  •  ...OVERVIEW A Financial Planning...  ...the Wealth Advisor(lead advisor...  ..., we have offices nationwide...  ...Remote work location...  ...Economics, or a related field....  ...is a plus, but not required...  .... 0-3 years of...  ...here are representative of those that must be met by...  ...requested by any person authorized... 
    Suggested
    Contract work
    Internship
    Work at office
    Remote work

    Perigon Wealth Management

    Ridgewood, NJ
    4 days ago
  • $49.5k - $82.5k

     ...customers. We work together each day...  ..., valued and have an opportunity...  ...the customer's financial wellbeing. Collaborates...  ...candidates must demonstrate...  ...degree as well as related experience or...  ...Typically requires 3+ years experience. In...  ...to qualified persons regardless of... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Leonia, NJ
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern...  ...as a financial representative focused on client...  ...helps you have a bigger impact...  ...experience Build personalized, holistic...  ...first three years in the business...  ...advisor, you must obtain the following...  ...to work in the US without... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Paramus, NJ
    3 days ago
  • $80k - $90k

     ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth...  ...through a personal relationship...  ...whole self to work. We value the...  ...Management team represents an array of...  ..., you'll have the opportunity...  ...licensesMinimum of one year experience...  ...originations must register with... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Paramus, NJ
    5 days ago
  • $20.67 - $31.25 per hour

     ...solver, trusted advisor, and partner to...  ...KeyBank communities. Personal Bankers engage...  ...in client's financial wellness both in...  ...Personal Banker will work toward...  ...the impact we can have on their day, personally...  ...Minimum of 1 year experience in developing...  ...Standing (5-8 hours per day... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Suffern, NY
    5 days ago
  • $75k

     ...customers. We work together each day...  ..., valued and have an opportunity...  ...success. As a Financial Advisor within PNC Wealth...  ...you in creating personalized solutions on behalf...  ...candidates must demonstrate appropriate...  ..., with 2+ years of relevant...  ...email. Emails not related to... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Paterson, NJ
    21 hours ago
  • $63k - $105k

     ...our customers. We work together each...  ...respected, valued and have an opportunity...  ...for managing financial transactions by...  ...Successful candidates must demonstrate...  ...paid holidays each year; 9 occasional...  ...email. Emails not related to accommodation...  ...to qualified persons regardless of race... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Bergenfield, NJ
    3 days ago
  • $23.04 - $30.73 per hour

     ...Financial Counselor Req #: 00002...  ...position if hired to work in New Jersey....  ...addressing concerns related to billing,...  ...hardworking, empathetic, have excellent...  ..., you must meet the below schedule...  ...Available for 37.5 hours per week...  ...healthcare, one person and one community... 
    Hourly pay
    Full time
    Temporary work
    Local area
    Flexible hours
    Shift work

    RWJBarnabas Health

    Bloomfield, NJ
    2 days ago
  •  ...designated region. Working in cooperation...  ...Department, analyzes financial and related data for credit...  ...;Minimum of 8 years experience in Commercial...  ...is requiredMust have the ability to...  ...loan business;Must be able to produce...  ...) which includes Personal and Vacation Time... 
    Work at office
    Local area
    Work from home

    Columbia Bank New Jersey

    Fair Lawn, NJ
    2 days ago
  • $87.2k - $124.5k

     ...most highly regarded financial institutions in...  ...incumbent is expected to have comprehensive...  ...to increasingly work with and assist the...  ..., in addition to personal financial statements...  ...Economics.Minimum 5 years in Commercial...  ...and experience, job-related knowledge, education... 
    Temporary work
    Local area
    Flexible hours

    Provident Bank

    Paramus, NJ
    1 day ago
  • $1,000 per month

     ...Every day, we work to exceed the expectations...  .... Make in-person calls on real estate agents, financial advisors and other...  ...Requirements: Must qualify for and...  ...Minimum successful 1 year mortgage loan...  ...are required to have smart phones...  ...2020 ~1 in 5 employees participates... 

    NewRez LLC

    Ridgewood, NJ
    1 day ago
  • $21 - $23 per hour

     ...not limited to: years of relevant...  ...providing exceptional financial support and...  ...Successful candidate must be...  ...especially as it relates to self-service...  ...our employees’ personal and professional...  ...information I have supplied in this...  ...authorization to work in the United States... 
    Hourly pay
    Full time
    Contract work
    Part time
    Immediate start
    Flexible hours

    Affinity Federal Credit Union

    River Edge, NJ
    4 days ago
  • $87.2k - $124.5k

     ...most highly regarded financial institutions in...  ...incumbent is expected to have comprehensive...  ...to increasingly work with and assist the...  ..., in addition to personal financial statements...  .... Minimum 5 years in Commercial credit...  ...experience, job-related knowledge, education... 
    Temporary work
    Local area
    Flexible hours

    Provident Bank

    Paramus, NJ
    4 days ago
  • $120 per unit

     ...Math) is an onsite representative of Savvas...  ...to schools that have contracted with Savvas...  ...Desired applicants must have 5+ years of successful teaching...  ...support relating to effective teaching...  ...sit or stand at a personal computer for a...  ...a high volume of work in a short period... 
    Daily paid
    Local area

    Savvas Learning

    Paramus, NJ
    4 days ago
  • $1,000 per month

     ...Mutual College Financial Representative Internship...  ...company. You will have the opportunity...  ...freedom. Here, hard work pays off!...  ...internship program year-round, you can...  ...you experience personal and professional...  ...or Advisor role upon graduation...  ...WayUp (2022) ~5.0+ million clients... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Paramus, NJ
    3 days ago
  • $99.4k - $142k

     ...most highly regarded financial institutions in New Jersey...  ...Management as relates to assigned portfolio...  ...Economics required. Five (5) to Seven (7) years' work experience in all...  ...communities with personal and business banking...  ...generous contributions, we have raised over $912,000... 
    Permanent employment
    Temporary work
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Provident Bank

    Paramus, NJ
    1 day ago
  • $18.22 - $20.24 per hour

     ...improve their financial well‑being....  ...receive members in person and by...  ...Knowledge) Working knowledge of...  ...computer‑related input. Physical...  ...Mobility: Must be able to operate...  ...while having latitude to make...  ...required. Two years of experience...  ...M‑F 7:15‑5:45, location... 
    Hourly pay
    Full time
    Flexible hours
    Night shift

    Mid-Minnesota Federal Credit Union

    Little Falls, NJ
    1 day ago
  • $21 - $25 per hour

     ...Overview The Personal Banker is responsible...  ...introducing relevant financial solutions. Actively...  .... Minimum of 1 year of cash handling experience...  ...a strong desire to work in the service...  ...described here are representative of those that must be met by an employee... 
    Part time
    Work at office
    Afternoon shift

    Kearny Bank

    Clifton, NJ
    4 days ago
  •  ...purpose to help make financial lives better...  ...Being a Great Place to Work and providing a culture...  ...include having deep conversations...  ...interest of the client Must be able to work weekends...  ...solutions One year of demonstrated...  ...experience in a salary plus incentive... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Fair Lawn, NJ
    1 day ago
  • $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...  ...$45,000 to $88,000 plus competitive... 

    Cetera Financial Group

    Wallington, NJ
    5 days ago
  •  ...Company Description Barnum Financial Group is a financial...  ...Paramus, NJ. With over 70 years of experience, we have helped over a quarter million...  ...-site role for a Financial Advisor at Barnum Financial Group in...  ...communication skills Ability to work well in a team and... 
    Full time

    Barnum Financial Group Tri State

    Paramus, NJ
    6 hours ago
  • $58.44k - $93.5k

    Responsibilities Provide personal financial services at assigned military installations. Offer comprehensive...  ...required; an associate degree with 4 years of experience or a high school diploma...  ...on experience, education, and job‑related factors). The position may be eligible... 
    Contract work
    Temporary work
    Work at office
    Local area

    Magellan Health

    Fort Lee, NJ
    4 days ago
  •  ...is seeking a Wealth Advisor to join our growing team...  ...on comprehensive financial planning, retirement...  ...Location Montclair, NJ (In-Person, Full‑Time Role)...  ...Business, Economics, or a related field. 1-5 years of experience in...  ...RMR Wealth advisors have helped clients organize... 
    Full time
    Local area
    Immediate start

    RMR Wealth Builders, Inc.

    Montclair, NJ
    5 days ago
  • $105k - $250k

     ...experienced advisors that help individuals...  ...attain their financial goals. Our...  ...well as the personal and...  ...Wealth Advisors work directly with...  ...required or must be obtained within...  ...minimum of 2 years in a Financial...  ...in this role have historically...  ...subsidiaries, and related companies (... 
    Temporary work
    Local area
    Flexible hours

    Citizens

    Bloomfield, NJ
    5 days ago
  • Magellan Health, Inc. seeks a Personal Financial Counselor to deliver one-on-one counseling and group...  ...a Bachelor's degree (or equivalent), 3+ years in financial counseling, and the ability...  ...as needed. Bilingual English/Spanish is a plus. #J-18808-Ljbffr Magellan Federal

    Magellan Federal

    Fort Lee, NJ
    3 days ago
  • $18 per hour

     ...is absolute: we have zero tolerance. We...  ...focused cannabis advisor to join our beautiful...  ...: Must be at least 21 years old Previous experience...  ...regulations is a plus Excellent...  ...skills Ability to work in a fast-paced...  ...Location: In person #J-18808-Ljbffr
    Hourly pay
    Part time
    Shift work

    Sweetspot Dispensary

    River Edge, NJ
    1 day ago
  • $18 per hour

     ...is absolute: we have zero tolerance. We...  ...focused cannabis advisor to join our beautiful...  ...Requirements: Must be at least 21 years old Previous...  ...regulations is a plus Excellent...  ...skills Ability to work in a fast-paced...  ...shift Work Location: In person... 
    Hourly pay
    Part time
    Shift work

    Sweetspot Dispensary

    River Edge, NJ
    2 days ago
  • $15.92 per hour

     ...Experience Required 5 - 7 years Minimum...  ...in the company's financial closing process related to the general...  ...accounting is a plus ~ Finance company...  ...(for employees working 20+ hours per...  ...criminal history may have a direct,...  ...responding or sharing personal information.... 
    Hourly pay
    Full time
    Work at office
    Shift work
    Day shift

    Yoh

    Englewood Cliffs, NJ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor/Financial Representative **In Person and Must have 5 plus years related work [...]. Be the first to apply!