Financial Representative
Davis Family Financial LLC
We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Qualifications Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 14 days #J-18808-Ljbffr
- ...policies and procedures, and various activities related to the patient registration process. This includes collection of demographic, financial, insurance information, and financial screening of patients prior to services being rendered. Completes collections of patient...SuggestedHourly payDaily paidFull timePart timeWork at officeWorldwideShift workAfternoon shift
$23 - $31 per hour
...driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training...SuggestedWork experience placementFlexible hours- ...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...SuggestedLocal areaFlexible hours
- ...a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business...Suggested
$77k - $202k
...Associate, Finance Consulting At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...Suggested$78.52k - $117.52k
...Line Of Business Gestion de patrimoine TD Job Description The Financial Advisor (FA) role is a three‑year program with a forgivable... ..., to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved...Work at officeLocal areaFlexible hours- ...Micro1 is seeking a Financial Advisor (CFA or CFP) to contribute to training next-generation AI systems. You will leverage your expertise in financial planning to help shape how models learn through real-world input. This remote contractor role requires 3+ years of...For contractorsRemote work
- ...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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...Temporary workWork at officeMonday to FridayShift workDay shift
$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...Full timeInternshipLocal area$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...$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...Full timeInternshipLocal areaFlexible hours- ...Your Career with Lee, Nolan & Koroghlian, LLC Are you ready to start a career where you can make a meaningful impact on people’s financial futures? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking motivated, driven individuals to join our team as Entry‑Level...Work at officeLocal area
$46.8k - $74.75k
...through 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...Full timeTemporary workWork experience placementWork at officeShift work$21.23 - $26.51 per hour
...Senior Personal Banker - Totowa (Full-time) How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow...Full timeWork at officeLocal areaFlexible hours$17.74 - $29.57 per hour
...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...Full timePart timeWork at office- ...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...
- ...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.,...
- ...customer interaction experience and a commitment to excellent service. The role focuses on building relationships, educating clients on financial tools, and maintaining compliance. The company offers a comprehensive benefits package and values diversity in the workplace. #J-1...
- ...bankers for their Consumer, Small, and Business Banking division. This role emphasizes building relationships and providing tailored financial solutions in an inclusive environment. Ideal candidates will have at least 6 months of relevant experience and must meet specific...
- Quality Talent Group is seeking enthusiastic bankers to join their Consumer, Small, and Business Banking division in Garfield, NJ. The position offers a comprehensive benefits package, including health and dental coverage, 401(k) plans, and competitive pay. The ideal candidate...
- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division in Woodland Park, NJ. This role offers a full-time and part-time opportunity with a comprehensive benefits package, including health coverage, 401(k), and paid time off...Full timePart time
$90k - $140k
Jerseydigs is looking for a Financial Analyst to support financial planning, reporting, forecasting, and operational analysis across the organization. You will assist finance and business teams in providing accurate reporting and analyzing business performance. The role...- ...diversity and inclusion. As a Relationship Banker in a Chase 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...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- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Work at officeShift workDay shift
$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...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office- ...and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group...Afternoon shift
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...For contractorsWork at office- ...Looking for one Financial Advisor | Established Book of Business | Potential Long-Term Succession Opportunity This could be the opportunity of a lifetime. Our client is a highly successful, independent wealth management firm near Fairfield, New Jersey, seeking one experienced...Permanent employmentTemporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
- financial associate Paterson, NJ
- financial consultant Paterson, NJ
- financial planning assistant Paterson, NJ
- financial advisor associate Paterson, NJ
- estate planning consultant Paterson, NJ
- jde finance consultant Paterson, NJ
- financial planning associate Paterson, NJ
- financial planner Paterson, NJ
- financial counselor Paterson, NJ
- finance associate Paterson, NJ


