Financial Planner /Consultant Outside Sales
$80k - $100kJS Benefits Group
Overview We're Hiring: Financial Planner | JS Benefits Group Are you passionate about helping people achieve financial confidence and success? Do you thrive on building meaningful client relationships and creating tailored financial strategies? Join our team at JS Benefits Group , where your expertise will make a real impact. Base: $80,000 to $100,000 + Commission What You’ll Do Work closely with clients to understand their goals and develop customized financial plans Provide expert advice on investments, retirement, tax planning, and insurance Monitor financial plans and adjust strategies as client needs evolve Stay current on market trends, products, and regulatory changes Build long-term relationships based on trust, transparency, and value What We’re Looking For Certified Financial Planner (CFP®) designation strongly preferred 3+ years of experience in financial planning or wealth management Strong communication, analytical, and interpersonal skills Proven track record of client retention and satisfaction Ability to explain complex financial concepts clearly and simply At JS Benefits Group , we’re more than just insurance professionals—we’re dedicated partners in our clients’ life journeys. We offer a supportive culture, ongoing training, and the opportunity to grow your career while helping others thrive. Ready to make a difference? Apply now by sending your resume and a short cover letter to View email address on click.appcast.io #J-18808-Ljbffr JS Benefits Group
- JS Benefits Group in Newtown is seeking a Financial Planner to create tailored financial strategies for clients. You will work closely with clients to understand their goals, providing expert advice on investments, retirement, tax planning, and insurance. The ideal candidate...Suggested
$20.67 - $31.25 per hour
...guidance and solutions to assist in client's financial wellness both in person and through... ...The Personal Banker is a client first, sales-driven, self-motivated, and competitive... ...with clients, including tele-consulting, outside calling, prospecting, and networking. (...SuggestedHourly payWork experience placementDay shift- ...includes rotations in operations and Sales & Service. There will be a... ...family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively... ...existing customer base and engaging in outside sales activities (i.e....SuggestedWork experience placementWork at office
- ...rotations in Operations and Sales & Service. There will be a certification... .... Utilize and promote the consultative sales and service process,... ...sales process and Financial Needs Assessment to build a thorough... ...customer base and engaging in outside sales activities (i.e....SuggestedWork experience placementWork at office
- A financial institution in Pennsylvania is seeking a banking professional to deliver exceptional customer service and cross-sell products... ..., maintaining confidentiality, and actively participating in sales activities. Ideal candidates will possess strong interpersonal...Suggested
$60k - $80k
A local insurance agency in Newtown, PA, seeks a motivated Financial Services Representative with a strong background in life insurance and financial services. This position emphasizes sales and client relationships, offering competitive compensation including a base salary...Local area- Scott Morris - State Farm Agent in Newtown, PA, is seeking a Financial Services Representative to market financial products and help clients achieve financial security. This sales-first role offers strong income potential for driven professionals with a background in life...
- ...Acquires and deepens the branch customer base through a variety 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...Work experience placementFlexible hours
- ...Acquires and deepens the branch customer base through a variety 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need. At the heart of what we do are our employees! C&N is a team of passionate,...Local areaFlexible hours
- ...addressing inquiries, problem resolution and customer follow up in accordance with all bank policies and expectations Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in persona, virtual and via phone....Work experience placement
- ...standard of delivering exceptional customer service every time. Assess customer's financial needs and suggest Bank services and products. Actively participate in and promote the Bank's sales culture and referral programs. Maintain daily transactions and balances,...Full timeWork at office
$50k - $70k
...Acquisitions Specialist New Business Sales Producer Nick DeMaio State Farm is hiring a sales-dominant Acquisitions Specialist to... ...located in Perkasie, PA and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...Base plus commissionFor contractorsWork at office$50k - $70k
...Acquisitions Specialist High-Earning Sales Role Jeff Gottesman State Farm in South Philadelphia (19148) is hiring a highly driven... ...in Philadelphia, PA and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...For contractorsWork at office$50k - $70k
...Acquisition Specialist Insurance & Financial Services (Sales Focus) The Morris Agency State Farm Insurance is seeking a high-energy Acquisition... ...Prior experience in insurance, financial services, or consultative sales preferred Strong communication, persuasion, and...Base plus commissionFor contractors- A top-performing insurance agency in Newtown, PA is seeking a Life Specialist to enhance their sales team. In this role, you will market and sell life insurance and financial service products, assist clients in making informed financial decisions, and significantly contribute...
$65.6k - $109.2k
...you have hands-on experience with SEC reporting and financial reporting workflows? Do you enjoy turning real-world... ...-oriented way. Internal Enablement Support Sales, Account Managers, and Solutions Consultants with deeper understanding of financial reporting workflows...Local areaImmediate start$72.28k - $108.16k
...Wealth Job Description: The Financial Advisor (FA) role is a three-... ..., for financial advisors or planners who will be providing... ...Meets quarterly and annual sales goals Deepens wallet share... ...business banking clients ~ Consultative sales experience required ~...Work at officeLocal areaWork from homeFlexible hours- ...banking clients is seeking a Financial Advisor for a full-time role... ...experienced financial advisors or planners who will deliver financial... ...meet quarterly and annual sales goals by deepening wallet share... ...businessdevelopment strategies, with proven consultative sales experience and a track...Full time
$61.88k - $92.56k
...prospects and clients to analyze their financial information, including income, cash flow... ...client relationships by providing on-going consultation, advice, planning and day to day account... ...to plan own activities to achieve sales and referral goals ~ Comprehensive understanding...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$75k - $125k
...professionals who are ready to build a meaningful and impactful career in financial services. This opportunity is designed for individuals who want... ...of the families and businesses they serve. As a Financial Planner, you'll have access to planning solutions, resources,...- ...this role is to independently manage client portfolios including financial planning, investments, compliance, and problem resolution.... ...professional relationships with clients and potential clients. Utilizes sales tools and investment knowledge to increase new business for the...Full timeBank staffWork at officeMonday to Friday
- ...assistance • Learn the technical aspects of the advisor position and prepare to service clients independently • Manage data and plans in financial planning software • Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account...
$84.5k - $178.1k
...The Oracle Cloud Infrastructure (OCI) Product Finance team is hiring a seasoned analyst to build financial models with imperfect data and unclear solutions using sales and customer requirements. As a member of the team, you will work in partnership with finance leadership...Temporary workFlexible hours$37.44k - $52.8k
...their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services... ...Previous cash handling experience is required. Prior consultative sales experience is required. Must have a proven ability to work...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours$21.23 - $26.51 per hour
...to join one of the most highly regarded financial institutions in New Jersey with deep roots... ...Banker plays a key role in the Branch sales and service environment through building... ..., opening accounts, cross selling, tele-consulting, developing relationships, servicing accounts...Full timeWork at officeLocal areaFlexible hours$25 per hour
...Personal Banker Univest Financial Corporation (UVSP), has approximately $7.9 billion in... ...relationships with Univest partners to maximize sales opportunities and achieve minimum sales... ...Participation and management of tele-consulting efforts Develop knowledge and...Temporary workLocal area$37.44k - $52.8k
...WSFS Bank is looking for Personal Bankers to enhance customer relationships and support their financial needs. This role requires strong customer service skills and includes opening accounts, handling loan applications, and resolving service issues. The position is full...Full time- ...accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer... ...Machines. Add value to our customers by offering guided, consultative services that introduce a variety of products &...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner /Consultant Outside Sales. Be the first to apply!
- finance associate Newtown, PA
- financial advisor Newtown, PA
- estate planning consultant Newtown, PA
- financial planning assistant Newtown, PA
- associate corporate finance Newtown, PA
- financial planning administrator Newtown, PA
- financial planning associate Newtown, PA
- jde finance consultant Newtown, PA
- financial planner Newtown, PA
- financial counselor Newtown, PA

