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

Financial Advisor

Socket

Prime Source Expense Experts, a Buyers Edge Platform brand, seeks an experienced Expense Advisor to manage a portfolio of healthcare client accounts and drive revenue growth through proactive engagement and strategic account planning. You will work with cross-functional teams to implement cost-saving initiatives, onboard new clients, and maintain strong client relationships across post-acute care facilities. A consultative selling approach and CRM proficiency are essential. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Montvale, NJ vacancy
  •  ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even...  ...on a winning combination. About the Job As a Financial Services Advisor, you will work directly with real people pursuing real dreams and... 
    Suggested

    MassMutual

    Saddle Brook, NJ
    4 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Paramus, NJ
    1 day ago
  •  ...Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of the firm. We value our associates and are committed to providing... 
    Suggested
    Full time
    Remote work

    Traphagen CPAs & Wealth Advisors

    Oradell, NJ
    1 day ago
  •  ...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... 
    Suggested
    Work at office
    Flexible hours

    Bankers Life

    Paramus, NJ
    3 days ago
  • $48k - $100k

     ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Paramus, NJ
    4 days ago
  •  ...Bank of America in Saddle River, New Jersey, is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products and banking solutions. Responsibilities include... 

    Bank of America

    Saddle River, NJ
    4 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 planning... 
    Work at office
    Local area

    Strategic People Advisors

    Ridgewood, NJ
    2 days ago
  •  ...A leading financial services firm in New Jersey seeks a dedicated Financial Consultant to develop personalized financial strategies for clients. This role requires expertise in financial products, strong communication, and analytical skills. You will conduct financial... 

    WealthBridge Financial Group

    Alpine, NJ
    3 days ago
  •  ...A financial planning and consulting firm in Paramus, NJ is seeking a full-time Financial Advisor to provide clients with strategic financial planning and consulting services. The role includes financial and retirement planning, risk management, and estate conservation... 
    Full time

    Barnum Financial Group Tri State

    Paramus, NJ
    3 days ago
  •  ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced... 
    Local area
    Flexible hours

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    3 days ago
  •  ...Financial Aid Advisor - Lincoln Tech - Paramus, NJ 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

    Paramus, NJ
    2 days ago
  •  ...Barnum Financial Group is a financial planning and consulting firm located in Paramus, NJ. With over 70 years of experience, we have helped...  ...Description This is a full-time on-site role for a Financial Advisor at Barnum Financial Group in Paramus, NJ. As a Financial... 
    Full time

    Barnum Financial Group Tri State

    Paramus, NJ
    17 hours ago
  •  ...KeyCorp in Nanuet, NY is seeking a Personal Banker to engage clients, uncover needs, and guide financial wellness. You will attract new clients and deepen relationships with existing ones, through in-person and proactive calling. The role emphasizes client-first service... 

    KeyCorp

    Nanuet, NY
    17 hours ago
  • $40k - $120k

     ...Are you interested in a career in financial services but prefer supporting advisors rather than building your own book of business? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking a Financial Advisor Assistant / Client Service Associate to support our growing... 

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    1 day ago
  •  ...Overview For 2026 Graduates - Entry Level Financial Advisor Position Our Post-Graduate Financial Advisor Development Program offers recent graduates a unique opportunity to transition seamlessly from student life to a rewarding career in financial advisory. This program... 
    Full time
    Work at office

    Northwestern Mutual

    Paramus, NJ
    1 day ago
  • $63k - $105k

     ...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 at our Ridgewood, NJ location. Financial Advisors are based within a... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Ridgewood, NJ
    5 hours ago
  •  ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client... 
    Full time
    Part time

    SkyKey Financial

    Bergenfield, NJ
    17 hours ago
  • $63k - $105k

     ...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Ridgewood, NJ
    22 hours ago
  •  ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate... 
    Work at office

    Valley Bank

    River Vale, NJ
    17 hours ago
  •  ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful... 
    Immediate start
    Afternoon shift

    Fairygodboss

    Westwood, NJ
    4 days ago
  • $20.67 - $31.25 per hour

     ..., New York 10954 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities...  ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Nanuet, NY
    4 days ago
  •  ...lives by providing education and advice tailored to suit their financial needs. Job responsibilities Shares the value of Chase Private...  ...services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to... 
    Immediate start
    Afternoon shift

    Fairygodboss

    Orangeburg, NY
    17 hours ago
  • $45k - $65k

     ...recover from the unexpected and realize their dreams. We are located in Montvale, NJ and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent... 
    For contractors
    Work at office

    Noah Khaja - State Farm Agent

    Montvale, NJ
    17 hours ago
  • $21 - $23 per hour

     ...industry experience, education, etc. Relationship Specialists are responsible for building member relationships by providing exceptional financial support and advice through a consultative and educational approach helping members exceed their financial goals and dreams. This... 
    Hourly pay
    Full time
    Contract work
    Part time
    Immediate start
    Flexible hours

    Affinity Federal Credit Union

    West Nyack, NY
    4 days ago
  • TD Bank in Nanuet, NY is seeking a Teller II for a 20-hour weekly, on-site role. The Teller II will handle deposits, withdrawals, and cash transactions accurately while delivering a Legendary Customer experience. You will educate customers on TD products and refer to partners...
    Part time

    TD Bank

    Nanuet, NY
    3 days ago
  • $18.75 - $25 per hour

     ...Nanuet, New York 10954 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank...  ...branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial... 
    Hourly pay
    Work experience placement
    Shift work
    Day shift

    Key Bank

    Nanuet, NY
    17 hours ago
  • CrossCountry Mortgage, LLC, a leading distributed retail mortgage lender, seeks a Loan Processor to deliver quality customer service, gather documentation, and coordinate with the Loan Officer and Underwriter. You will help ensure disclosures and compliance while supporting...

    CrossCountry Mortgage

    Montvale, NJ
    3 days ago
  •  ...role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development...  ...knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques... 

    Chase

    Saddle Brook, NJ
    4 days ago
  • CrossCountry Mortgage, LLC is seeking a skilled Loan Processor to deliver high-quality service by collecting documents and coordinating with customers, loan officers, and underwriters. You will assemble packages, verify disclosures, and ensure compliance with RESPA, TIL...

    CrossCountry Mortgage

    Montvale, NJ
    1 day ago
  • $170.5k - $284.1k

     ...integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-...  ...necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment... 
    Full time
    Work experience placement
    Work at office

    M&T Bank

    Paramus, NJ
    17 hours ago

Do you want to receive more vacancies?

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