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 Presents 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 2+ years of relevant professional experience University / college degree or a comparable combination of education, job-specific certification(s), and experience (including military service) FINRA Series 7 and 66 (or 63,65) required Life and Health Insurance required Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Investment Banking Public Speaking Relationship Building Relationship Management #J-18808-Ljbffr
- ...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...SuggestedWork at officeShift workDay shift
Bank of America
Short Hills, NJ2 days ago $100k - $250k
...About Strategic People Advisors Strategic People Advisors ( is an executive search and talent acquisition firm. We have been exclusively... ...wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic...SuggestedWork at officeLocal areaStrategic People Advisors
Short Hills, NJ3 days ago$75k
...serve. We are all united in delivering the best experience for our customers and fostering an inclusive workplace culture. As a Financial Advisor within PNC Wealth Management, you will be based at our Millburn, NJ location. Job Description Consult on investment and...SuggestedTemporary workWork experience placementFairygodboss
Millburn, NJ2 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Florham Park, NJ3 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Newark, NJ4 days ago$200k
...Financial Advisor Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent...Work at officeLocal areaSimon Quick Advisors
Morristown, NJ3 days ago- ...Financial Solutions Advisor - Northwest NJ Market Morristown, New Jersey;Succasunna, New Jersey; Denville, New Jersey; Livingston, New Jersey; Montville, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Morristown, NJ1 day ago $70k - $80k
...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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Temporary workWork at officeMonday to FridayShift workDay shiftBank of America
Livingston, NJ2 days ago$36.4k - $50.05k
...Assists students and parents regarding the financial aid process and provides information on available programs, procedures, and eligibility requirements. Works within a loan team to evaluate and adjust budgets, certify loans and reconcile loan programs. Reviews financial...Full timeWork at officeIllinois CPA Society
South Orange, NJ3 days ago$70k - $80k
...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 asset...Temporary workMonday to FridayShift workDay shiftBank of America
Convent Station, NJ3 days ago$65k - $80k
...transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect...Fairygodboss
Millburn, NJ1 day ago$235k - $390k
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what...Full timeWork at officeRelocationRelocation package$50k - $75k
Overview Regional Director at Prudential Advisors — Prudential Financial, Morristown, New Jersey. About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs. We have an opening for a highly motivated analytical...Full timePart time$15 per hour
1 day ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Regional Director at Prudential Advisors About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We...Minimum wageFull timeContract workPart time- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
$75k - $125k
...participate in STEM OPT for this position.Job DescriptionConsults 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...Full timeTemporary workPart timeWork experience placementWork at office- A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent analytical and writing skills, and strong academic backgrounds from nationally...
5 Legal
Short Hills, NJ2 days ago - ...Corrections, delivering 16,000 trainings each year. Posting Summary Rutgers, The State University of New Jersey, is seeking a Financial Assistance Advisor (part time) for Outpatient Services within Rutgers University Behavioral Health Care. Under the direction of the Office...Part timeSeasonal workWork at officeMonday to FridayFlexible hoursShift work
Rutgers University
Plainfield, NJ1 day ago $105k - $115k
...globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit Role: We are seeking a Financial Reporting Associate with a strong foundation in accounting and financial reporting, complemented by advanced data analytics and...Permanent employmentBlue Owl LLC
Short Hills, NJ1 day ago$105k - $115k
...A Financial Reporting Associate will support quarterly and annual financial reporting deliverables while modernizing reporting processes through data engineering, analytics, and visualization. Responsibilities Financial & Regulatory Reporting : Assist in the preparation...Blue Owl Capital Holdings LLC
Short Hills, NJ3 days ago$60k - $100k
...Integrated Financial Concepts is seeking ambitious individuals for the role of Financial Representative in Roseland, New Jersey. No prior experience is necessary, as comprehensive training is provided. Responsibilities include guiding clients on financial strategies, ensuring...Flexible hoursIntegrated Financial Concepts Inc
Roseland, NJ4 days ago- ...During the 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...InternshipMonday to Friday
Year Up United
Newark, NJ1 day ago $60k - $120k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized... ...alongside a Senior Partner. Key Responsibilities Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic...Local areaRemote workWisepath Group
Parsippany, NJ5 days ago- ...Provident Bank in New Jersey is seeking a Personal Banker to build relationships with customers, assess financial needs, and deliver a positive experience during each branch interaction. The role blends transaction handling with sales and service, including opening accounts...
Provident Bank
Maplewood, NJ3 days ago - ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are... ...services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Immediate startAfternoon shift
Fairygodboss
Millburn, NJ2 days ago $140k - $180k
...looking for someone who can:• Perform and document comprehensive reviews of discretionary investment strategies managed by U.S. Financial Advisors (FAs), with a detailed focus on investment process, dispersion analysis, performance, trading implementation, and related...Full timeWork at officeFlexible hours- ...growing independent wealth management firm is seeking a senior advisor to work directly alongside the CEO and help lead relationships... ...meetings as a primary strategic advisor Develop and present advanced financial, tax, estate, and retirement plans Coordinate integrated...
- ...Job Description Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives...
RGA
Parsippany, NJ3 days ago $60k
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the...Full timePart timeWork at officeFlexible hoursAmeriprise Financial
Florham Park, NJ5 days ago- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
Short Hills, NJ2 days ago
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