Financial Planner
Prudential Advisors is looking for experienced financial professionals in the Union County, New Jersey areathat are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ability to service an existing book of business upon hire The opportunity to work on a team and build a strong client base with Prudential’s exceptional referral programs The ability to create client solutions with NO proprietary products sales requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits and support of traditional employment . 2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan. Requirements: Series 7 and 66 (or 6 and 63/65) required Insurance license required Three or more years of investment sales experience (IF you are an RIA, please reach out to me directly via LinkedIn or email) If you are interested to learn more please email me at View email address on click.appcast.io or if you know someone feel free to forward my message to them. Thank you
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...SuggestedWork at officeLocal areaFlexible hours
$49.5k - $82.5k
...through proactive sales and service activities.Managing the customer experience by identifying opportunities to improve the customer's financial wellbeing.Collaborating with ecosystem partners to grow customer's share of wallet.Positioning PNC solutions to drive new revenue...SuggestedFull timeTemporary workPart timeWork at office$20.53 - $34.23 per hour
...service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. Expected Work Hours 40 hours to include Saturdays Job Description Responsibilities include but are not limited...SuggestedFull timePart time- The Senior Financial Specialist II at BankUnited in East Rutherford, NJ, focuses on deepening client relationships, understanding complex needs, and recommending appropriate BankUnited products and solutions. This role blends service and sales, turning routine transactions...Suggested
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours$25 - $26.77 per hour
...Bank Of America Job Opportunity 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$120.56k
...Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you build your business on a foundation of strength, stability, and a legacy of financial leadership. As the largest mutual life insurance...Full timeContract workPart timeWork at officeFlexible hours- ...to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours
- ...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...
- JPMorgan Chase & Co. in New Jersey seeks a Relationship Banker in a Chase Branch to deliver hospitality and tailored financial solutions, building lasting client relationships with a focus on service excellence. The role requires acquiring, managing, and retaining clients...
- Valley Bank in Ridgefield, NJ is seeking a Relationship Banker to grow branch business by deepening existing client relationships and acquiring new ones through sales execution, lead management, and proactive cross-selling. This role emphasizes delivering exceptional customer...
- M&T Bank Corporation in North Bergen, NJ seeks a customer-centric associate to drive branch sales, service and referrals. You will manage relationships, research customer needs, and onboard new clients through proactive outreach. You will perform pre-call planning, outreach...
- ...and manage relationships through proactive outreach and service excellence. The role emphasizes onboarding new clients, presenting financial solutions, and maintaining strong compliance with banking regulations while delivering a seamless branch experience for both...
- North Bergen, NJ-based M&T Bank Corporation is seeking a Bilingual Senior Relationship Banker to identify and fulfill customers’ financial needs through proactive outreach and the bank’s retail sales process. The role focuses on building and retaining relationships, cross...
- M&T Bank is seeking a branch-focused Relationship Banker to identify customer needs and deliver proactive sales solutions through our retail sales process. The role involves building relationships, handling account openings, and driving referrals while maintaining compliance...
- Citi in Fort Lee, New Jersey is hiring an entry-level Personal Banker SAFE Act to assist sales and service activities with the customer service team. You will help grow relationships with individual consumers and cross-sell treasury and related small-business products. ...
$27.59 - $45.98 per hour
...ability to demonstrate exceptional customer serviceWell organized individual with time management and prioritization skillsDemonstrated financial services product knowledgeAbility to communicate with tact and diplomacy with internal and external customersProficient with...Hourly payFull timeLocal area$25.07 - $41.79 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly payLocal area- PNC Financial Services Group, Inc. in Palisades Park, NJ is seeking a Relationship Banking Specialist to acquire and grow consumer and business banking relationships, delivering a differentiated client experience from onboarding to servicing. You will lead proactive lead...
- WSFS Bank is seeking a Floating Personal Banker to support Medford, Delran and surrounding offices. The role includes opening new accounts, submitting loan applications, assisting with teller transactions, and promoting digital banking services. You will undergo a 4-6 month...Hourly payFull time
- ...relationships and acquire new customers through proactive sales and cross-selling. You will deliver friendly, professional service and assess financial needs. You will maintain knowledge of all bank products, open new accounts including checking, savings, CDs, IRAs, and discuss...
$63k - $105k
...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at office- Santander US is seeking an Associate Financial Advisor to help clients identify financial needs, define investment objectives, and implement appropriate investment and insurance solutions in line with regulatory standards. You will collaborate with branch leadership and...
- ...challenge that few professionals can meet on their own. Therefore, the advisor team business model has been adopted by more and more financial advisors. Whether you’re interested in building a team around you and your business, or interested in joining a high caliber team...Local area
- ...community. Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change. The Financial Counselor, under the management of the VP for Patient Financial Services, is responsible for all customer service and financial...
- A financial services firm is expanding and seeks a motivated Financial Professional to assist clients in protecting their financial futures. The role involves understanding clients' goals, creating plans, and maintaining long-term relationships. Ideal candidates are self...
- Valley National Bank is seeking a branch-focused professional to grow existing customer relationships and acquire new ones through consistent sales execution and proactive cross selling. You will deliver exceptional customer service, educate customers on bank products, ...
- ...operational and business planning in a dynamic, fast-paced environment. Responsibilities Review and prepare quarterly and annual financial statement packages including investor capital reporting Conduct variance analysis of financial results against budgets,...
$150k - $200k
...Senior Financial Advisor Established and respected fee-only RIA New York City, Hybrid (2 days in office / 3 days remote) An established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice...Work at officeRemote work- ...currently residing within the NYC metropolitan area will be considered. This bonus-eligible role will support a very small team for financial planning, analysis, and reporting across corporate operations and multiple subsidiaries. This requires someone who can work...Permanent employmentWork at officeLocal area3 days per week
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