Strategic Financial Planner & Investment Advisor
$70k - $80kBank of America
Bank of America is seeking an experienced financial advisor in Hackensack, New Jersey to provide comprehensive advice and customized solutions to help clients achieve their financial goals. Responsibilities include working with clients to develop financial plans, recommending banking and investment strategies, and triaging client requests. The ideal candidate will have at least one year of experience in the investments industry, currently hold required licenses, and demonstrate effective communication skills. This role also offers a salary range of $70,000 - $80,000 annually plus benefits. #J-18808-Ljbffr Bank of America
$65k - $80k
Bank of America is seeking a Financial Advisor in Englewood, NJ. This position involves providing tailored advice to clients regarding financial goals and investment strategies. Key responsibilities include triaging client leads and recommending brokerage products. A Series...Suggested- TIAA is looking for a passionate Wealth Advisor based in Hackensack, NJ, to assist clients in achieving their financial goals. The successful candidate will utilize a robust array of resources to analyze financial landscapes and develop tailored recommendations for clients...Suggested
$80k - $95k
...Resource Center, LLC. is hiring a Wealth Advisor in Hackensack, NJ. The Wealth Advisor... ...will partner with clients to analyze their financial goals and develop recommendations... ...managing resources effectively, tailoring investment strategies, and maintaining a growing book...Suggested- A dynamic medical company in New Jersey is seeking a detail-oriented FP&A Analyst to drive financial excellence through reporting, budgeting, and forecasting. The ideal candidate will have a Bachelor's in Accounting or Finance, with a minimum of 4 years in FP&A and strong...Suggested
- ZT Group Intl, Inc. dba ZT Systems is looking for a Senior Financial Planning & Analysis Analyst to drive financial performance and support executive decisions. This role requires expertise in accounting and analytics and involves monthly reporting, variance analysis, and...Suggested
- We are a Hackensack, NJ boutique financial planning and wealth management firm built around... ...our organization, supporting the investment research and investment operations. As... ...established by the team, implement approved strategic investment approaches, conduct thorough...
$200k - $250k
...Overview This is an opportunity to become a key stakeholder and have a say in the strategic direction of the company. In this role, you will lead the Actuarial Team in driving financial business objectives through the delivery of high-impact, data-driven insights and work...Remote job- ...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.,...
$250k
...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...Full time- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...Afternoon shift
$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- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud...Immediate startAfternoon shift
- A leading financial services firm is seeking a Private Client Banker in Edgewater, NJ. This role involves managing relationships with affluent clients and providing tailored financial services. Candidates should have at least 1 year of experience in banking and a high school...
$55.25k - $74.75k
PNC is seeking a Personal Banker to join the team at the Bergenfield Branch in New Jersey. This role is essential for acquiring and deepening the customer base through proactive sales and service activities. The ideal candidate should have strong customer service skills...- ...Chase & Co. is hiring a Relationship Banker in River Edge, NJ. This role involves managing client relationships, educating clients on financial products, and delivering exceptional service. The ideal candidate has sales experience and excellent communication skills....
$61.28k - $85.52k
Citigroup Inc. is seeking a Personal Banker SAFE Act in Fort Lee, New Jersey. This is an entry-level position aimed at assisting with sales and service activities while building strong relationships with clients. The ideal candidate will have 0-2 years of relevant experience...- ...professional service while educating them about various bank products. Responsibilities include meeting customer expectations, analyzing financial needs, and supporting community initiatives. The ideal candidate will possess strong communication skills and a background in...
- ...position primarily focuses on acquiring and deepening customer relationships while delivering exceptional service that improves clients' financial wellbeing. Ideal candidates should have 3+ years of banking experience, a proven track record in sales, and a strong commitment to...
$250k
...and digital channels and leverage technology and marketing tools available to uncover opportunities, and present product offers and financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...Full time$46.8k - $74.75k
...relationships through a defined sales process and spend most of your time engaging customers in sales conversations to identify appropriate financial solutions. PNC is an in-office company that fosters a collaborative and supportive culture; candidates are encouraged to discuss...Temporary workWork experience placementWork at office- ...role in Hackensack, NJ. This position requires a friendly demeanor, expertise in bank products, and the ability to meet customer financial needs effectively. Your responsibilities will include providing exceptional customer service, analyzing customer needs, and ensuring...
- ...National Bank is seeking candidates to deliver exceptional customer service, educate clients about bank products, and recommend suitable financial services in Moonachie, New Jersey. The ideal candidate will assist customers in opening accounts, analyzing their needs, and...
$168.81k - $275k
...and credit expertise. The Private Banker III serves as a trusted advisor to business owners and senior executives and works... ...thorough understanding of clients' businesses, industries, and financial needs Ensure compliance with all bank policies, procedures,...- Valley National Bank in Ridgefield, NJ, is seeking a customer-focused representative responsible for providing exceptional customer service and educating clients on bank products. This role requires the ability to analyze customer needs, assist in opening accounts, and ...
$36.9k - $61.5k
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been... ...products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products...Full timePart timeWork at office$55.25k - $74.75k
...customer experiences, and driving customer loyalty. You will collaborate with partners to grow business and help customers manage their financial needs effectively. The ideal candidate will have at least 3 years of experience in a customer-facing position and be knowledgeable...$46.8k - $74.75k
...of proactive sales and service activities. Manage the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborate with ecosystem partners to grow customer's share of wallet and position PNC solutions to drive new revenue...Full timeTemporary workWork experience placementWork at officeShift work- ...service in line with the bank's mission, engaging customers, and educating them about products. Responsibilities include analyzing financial needs, opening accounts, and ensuring customer satisfaction. The ideal candidate will be knowledgeable about banking products,...
- ...transactions. Ideal candidates will have strong communication skills, attention to detail, and a desire to help clients achieve their financial goals. A high school diploma or GED is required, with preferred education in accounting or business. #J-18808-Ljbffr Valley Bank
- ...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., checking...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Planner & Investment Advisor. Be the first to apply!
- finance associate Hackensack, NJ
- financial advisor Hackensack, NJ
- estate planning consultant Hackensack, NJ
- financial planning assistant Hackensack, NJ
- associate corporate finance Hackensack, NJ
- financial planning administrator Hackensack, NJ
- financial planning associate Hackensack, NJ
- jde finance consultant Hackensack, NJ
- financial planner Hackensack, NJ
- financial counselor Hackensack, NJ

