Insurance & Financial Services Advisor — Retirement & Investments
edwin mata - State Farm Agent
edwin mata - State Farm Agent in Emerson, NJ seeks an Insurance and Financial Services Position. This role is vital for daily business operations, fostering meaningful customer relations and improving customer lives through relevant product marketing. We are looking for a sociable and sales-minded professional with 3+ years of relevant experience. The position offers a competitive salary and various benefits like paid time off and opportunities for advancement. #J-18808-Ljbffr edwin mata - State Farm Agent
- ...Northwestern Mutual- Financial Advisor If you’re looking for more—more ownership, more flexibility, more earning potential—this... ...and connections Create personalized financial plans (retirement, investments, protection) Guide clients through important life and financial...RetirementFlexible hours
$80k - $95k
Retirement Resource Center, LLC. is hiring a Wealth Advisor in Hackensack, NJ. The Wealth Advisor will partner... ...to analyze their financial goals and develop... ...effectively, tailoring investment strategies, and maintaining... ...3+ years of financial services experience and...Retirement$80k - $95k
Wealth Advisor Supported with a robust array of resources... ...to identify their financial goals, analyze their... ...challenges. Tailors investment strategies for clients... ...value‑add products and services for clients and developing... ...Effectively Retirement Planning Selling Sales...RetirementWork experience placement$70k - $80k
...help them achieve their financial goals. Key... ...to review financial and investment goals, building a financial... ...to appropriate internal service providers based on client... ...(CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Bilingual English...RetirementTemporary workDay shift$18.41 - $23.03 per hour
...most highly regarded financial institutions in New Jersey... ...and sales and service duties. The responsibilities... ...Licenses to support investment program Working Conditions... ..., and a 401(k) Retirement Plan. In addition, the... ...company provides Disability Insurance, an Employee...RetirementFull timeWork at officeFlexible hours- Barnum Financial Group is a financial planning and consulting... ...a full range of investment and risk management products and services to individuals and families... ...role for a Financial Advisor at Barnum Financial Group... ...financial planning, retirement planning, risk management...RetirementFull time
- ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional... ...Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions Provide ongoing advice...RetirementLocal areaFlexible hours
- ....S. Bank is looking for an Alternative Investments Accountant in Hackensack, NJ. The role... ...calculations, and collaborating with various financial partners to ensure compliance with... ...accounting. Benefits include healthcare, retirement plans, and flexible work arrangements....RetirementFlexible hours
- ...banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in... ...and wellness centers, a retirement savings plan, backup childcare... ..., mortgages, auto financing, investment advice, small business loans...RetirementFull timeImmediate startAfternoon shift
- ...bonus Training & development Role Description As Insurance and Financial Services Position - State Farm Team Member for edwin mata -... ...planning and insurance options. Assist customers with retirement planning, investment management, and insurance needs. Stay current with...RetirementRelocation package
$70k - $80k
...purpose to help make financial lives better through the... ...review financial and investment goals, building a financial... ...appropriate internal service providers based on... ...CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Minimum Education...RetirementTemporary workWork at officeMonday to FridayShift workDay shift$21.23 - $26.51 per hour
...most highly regarded financial institutions in New Jersey... ...the Branch sales and service environment through... ...support from lending, investment, trust specialists, treasury... ..., and a 401(k) Retirement Plan. In addition, the... ...company provides Disability Insurance, an Employee...RetirementFull timeWork at officeFlexible hours$45k - $65k
...State Farm Insurance Agent State Farm Insurance Agent located... ...market appropriate products and services. Maintain a strong work... ...customers with their insurance and financial services needs, including:... ...Life insurance Retirement planning State Farm agents...RetirementFor contractorsWork at office$28.85 - $33.65 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and... ...management, including planning for retirement, education, legacy, and other life... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client...RetirementHourly payFull timeTraineeshipWork at officeLocal areaImmediate startShift workDay shift- ...Senior Wealth Advisor Safe Act - North Jersey Discover your... ...Advisor will offer comprehensive financial and investment advice to our Citigold and... ...as Financial Planners, Insurance Specialists, Portfolio... ...proactive, successful sales and service role in the financial...Work at office
- ...seven years, Indigo Beam was conceived as a full-service business consulting company that deeply cares... ...at a Private Equity Fund Manager, Alternative Investment Manager, Fund Administrator, Custodian Bank and/or other financial institutions with relevant knowledge and...Contract workWork experience placementWork at office
$80k - $90k
A leading financial services company is seeking a Financial Advisor for its Advisor Development Program. In this role, you will develop client relationships, assess financial needs, and provide tailored investment recommendations. Collaboration with experienced teams will...- 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 tasks...RetirementFull time
$90k - $110k
Epic-Insurance-Brokers- seeks a Financial Analyst to manage financial reporting and analysis tasks. In this role, you will execute FP&A activities, prepare management reports, and provide analytical support. The ideal candidate will have at least 3 years of finance experience...Remote job- Citigroup Inc. is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice to Citigold® and Citigold® Private Client segments. With a focus on building client relationships and delivering tailored investment solutions, the Senior Wealth Advisor...
- Bankers Life® Financial Advisors help clients live more and worry less through... ...competitive roles, client services, or client-facing roles.... ...programs. Fully paid insurance licensing, SIE, Series 6, Series... ...opportunities. Retirement savings program and more....RetirementWork at officeFlexible hours
$18.41 - $23.03 per hour
...most highly regarded financial institutions in New Jersey... ...and sales and service duties. The responsibilities... ...Licenses to support investment program WORKING... ..., and a 401(k) Retirement Plan. In addition, the... ...company provides Disability Insurance, an Employee Assistance...RetirementFull timeWork at officeLocal areaFlexible hours- ...Competitive salary Health insurance Opportunity for... ...development Insurance & Financial Services Specialist - High-... ...will serve as a trusted advisor—identifying client needs... ...Assist clients with retirement planning, income protection, and investment-related needs Stay well...Retirement
$81.35k - $95.7k
...Description U.S. Bank’s Alternative Investment (AI) Services Allocations department is... ...the fund’s auditors and financial reporting teams as... ...term and optional term life insurance Short‑term and long‑term... ...01(k) and employer‑funded retirement plan Paid vacation (from two...RetirementTemporary workWork at officeLocal area3 days per week- ...Preferred Skills / Experience Experience working at a Private Equity Fund Manager, Alternative Investment Manager, Fund Administrator, Custodian Bank and/or other financial institutions with relevant knowledge and experience Thorough knowledge in accounting reporting...Work experience placementWork at office1 day per week
- ...deepening customer relationships while delivering exceptional service that improves clients' financial wellbeing. Ideal candidates should have 3+ years of... ...offers a range of benefits, including competitive salary, health coverage, and retirement plans. #J-18808-Ljbffr PNCRetirement
$55.25k - $74.75k
...acquiring and deepening the customer base through proactive sales and service activities. The ideal candidate should have strong customer... ...$55,250 to $74,750 with benefits including medical, dental, and retirement plans. Bilingual Spanish is preferred. #J-18808-Ljbffr PNCRetirement$60k - $70k
...credit availability, 2.) analyze financial statements in conjunction with credit... ...based on availability of credit insurance, LG payment history, trade... ...matching contributions in a 401(k) Retirement Savings Plan with several investment options. Generous Paid Time Off...RetirementFull timeTemporary workFor contractorsLocal areaImmediate start- JPMorganChase is seeking a Private Client Advisor in Paramus, New Jersey. The role involves delivering personalized investment solutions and building client relationships... ...candidates will have a minimum of 2 years in a financial advisor position, relevant licenses, and a...
- ...purpose to help make financial lives better through the... ...shaped by military service, community college education... ...review financial and investment goals, building a... ...CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Bilingual...RetirementTemporary workWork at officeFlexible hoursShift workDay shift
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