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 payDay shift- ...PNC is seeking a sales-focused banking professional to grow the branch customer base and improve financial wellbeing. The role emphasizes proactive outreach, client relationships, and leveraging PNC solutions in an in-office setting. Ideal candidates have 3+ years of experience...SuggestedWork at office
$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...SuggestedLocal area- ..., Pennsylvania seeks a Retail Banker I to serve customers with financial guidance and TD product recommendations. Build relationships, educate... ...needed. A HS Diploma or GED and 1+ year of customer-facing or sales experience are required, with NMLS registration maintained. The...Suggested
- ...wallet for Consumer and Business Banking opportunities under 2MM in sales revenue.Proactively manage leads and generate referrals,... ...attract new households.Develop ecosystem leadership inside and outside of the branch, working with a range of partners to introduce clients...Work experience placementWork at office
- ...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... ..., products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual...Work at officeFlexible hoursShift workWeekend workDay shift
$20 - $24 per hour
...by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Personal... ...to the other lines of business to meet the customer's financial needs. The Personal Banker will work with the branch team and partners...Hourly payFull timeMonday to FridayWeekend work$50k - $70k
...Acquisitions Specialist – High-Earning Sales Role Jeff Gottesman State Farm in South Philadelphia (19148) is hiring a highly driven... ...Philadelphia, PA and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...For contractorsWork at office$50k - $70k
...Acquisitions Specialist – New Business Sales Producer Nick DeMaio State Farm is hiring a sales-dominant Acquisitions Specialist... ...located in Perkasie, PA and help customers with their insurance and financial services needs, including: Auto insurance Home...Base plus commissionFor contractorsWork at office- ...Business Banking opportunities under 2MM in sales revenue. Achieves business results... ...generation and appointments conducted inside and outside of branch. Delivers a differentiated... ...Educates clients on options for managing financial transactions by leveraging technology, tools...Full timeTemporary workPart timeWork experience placementWork at office
- ...Business Banking opportunities under 2MM in sales revenue. Achieves business results... ...generation and appointments conducted inside and outside of branch. Delivers a differentiated... ...Educates clients on options for managing financial transactions by leveraging technology, tools...Full timeTemporary workPart timeWork experience placementWork at office
- ...Loan Officer Assistant Doylestown, PA 18901 Overview Category Sales Description Responsible for managing communications, taking initial loan applications, support and guidance to customers throughout the loan process, and supporting the managing loan officer...Contract workLocal area
- 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...
$69.4k - $121.4k
...and how you can make your mark as a FP&A Financial Analyst at MMA. Marsh McLennan Agency (... ...the personalized service model of a local consultant with the global resources of the world's... ...make every day both inside and outside of work. Our culture promotes colleague...Minimum wageLocal areaRemote workNight shift- ...and competitive advantage in the markets we serve. As a Branch Sales and Service RRT within PNC's retail banking organization, you will... ...customer experience by identifying opportunities to improve financial wellbeing and create loyalty while increasing share of wallet....
- ...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,...Part timeWork at office
- PNC Financial Services Group, Inc. in New Jersey is seeking a Personal Banker to grow the branch customer base through proactive sales and exceptional service. You will help clients improve their financial wellbeing and deliver a differentiated customer experience. The...
$50k - $125k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent... ...risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options...For contractorsWork at officeFlexible hours- ...Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual -... ...him in operations and client relations. Outside of work, he enjoys spending time with his... .... Key Responsibilities: Client Consultation: Engage with clients to understand their...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hoursNight shift
- TD Wealth in Newtown, PA is seeking a Financial Advisor for a three-year program designed to provide comprehensive financial planning and investment management guidance to TD Wealth clients. The advisor will review goals and make recommendations to help clients accumulate...
- Northwestern Mutual in Jamison, PA is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships, understand needs, and provide tailored...Flexible hours
- ...company that provides a wide range of financial services to more than 5 million people.... ...him in operations and client relations. Outside of work, he enjoys spending time with his... .... Key Responsibilities: Client Consultation: Engage with clients to understand their...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hoursNight shift
$20.43 - $32.31 per hour
...approximately 40 hours per week) based out of our Southampton, PA financial center in Bucks County . Must be available to be scheduled... ...customer experience by handling every customer need from service to sales with passion and enthusiasm. This role provides customers with...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours$22.5 - $29 per hour
...integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/... ...identifies Customer solutions and lead-focused outbound sales activities Independently resolves customer issues, errors...Work at officeLocal areaWork from homeFlexible hours- ...to help them confidently achieve their financial goals by delivering personalized solutions... ...deepening client relationships through consultative engagement, strong product knowledge, and... ...engaging with clients in a service, sales, or relationship building environmentTeller...Work at office
- ...continuously enhance the experience of our employees and customers. Overview This is a full-time career opportunity (approximately 40 hours per week) based out of our Southampton, PA financial center in Bucks County . Must be available to be scheduled around #J-18808-Ljbffr...Full timeLocal area
$46.8k - $63.25k
...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- ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement...Temporary workWork experience placementImmediate start
$25 per hour
...Overview Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets... ...with Univest partners to maximize sales opportunities and achieve minimum sales... ...Participation and management of tele-consulting efforts Develop knowledge and understanding...Temporary workLocal area
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