Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Sbhonline

Location: Lakewood, NJ Employment Type: Full-Time Schedule: Monday through Friday – Standard Business Hours Salary: Based on Experience Description We are seeking a motivated and personable Financial Advisor to join a growing financial services team in Cedarhurst, NY. This role is ideal for someone who wants to build a rewarding career helping individuals, families, and businesses plan for the future through personalized financial strategies, investments, and insurance solutions. The ideal candidate is ambitious, relationship-driven, and excited by the opportunity to grow their earnings, build a client base, and make a meaningful impact through trusted financial guidance. What You’ll Do Meet with individuals, families, and business owners to understand their financial goals Develop personalized financial strategies tailored to each client’s needs Recommend investment, retirement, and insurance solutions Build and manage a strong client base through networking, outreach, and relationship-building Educate clients on financial planning concepts and long-term wealth strategies Maintain ongoing relationships through regular follow-up and account reviews Work toward individual performance goals while delivering a high level of service Manage your schedule and business activities with a high level of independence Requirements Strong communication and interpersonal skills Motivated, self-driven, and goal-oriented mindset Interest in financial planning, investments, and insurance solutions Ability to build trust and develop long-term client relationships Comfort with networking, outreach, and business development Strong organizational skills and professional presence No prior experience required; full training will be provided What We Offer Full training and ongoing mentorship Competitive base salary plus commission and bonus opportunity Unlimited growth and earning potential Flexible, entrepreneurial career path Meaningful work helping clients plan for their future #J-18808-Ljbffr Sbhonline

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Lakewood, NJ vacancy
  •  ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even...  ...winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real dreams and... 
    Suggested

    Lee Nolan & Koroghlian LLC

    Lakewood, NJ
    2 days ago
  • 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every... 
    Suggested
    Full time
    Temporary work
    Day shift

    Bank of America

    Lakewood, NJ
    2 days ago
  • Sbhonline is seeking a motivated Financial Advisor in Lakewood, NJ, to join their financial services team. Ideal for ambitious individuals wanting to build a rewarding career by helping clients plan their financial futures through tailored strategies. Your role will involve... 
    Suggested

    Sbhonline

    Lakewood, NJ
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Belmar, NJ
    5 days ago
  • $50k - $80k

    Base pay range $50,000.00/yr - $80,000.00/yr About the Role Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Bankers Life

    Toms River, NJ
    2 days ago
  • $20.43 - $32.31 per hour

     ...approximately 40 hours per week) based out of our Lakewood, NJ financial center at 205 E Kennedy Blvd. Must be available to be...  ...centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Local area
    Work visa
    Flexible hours

    Fulton Bank

    Lakewood, NJ
    4 days ago
  •  ...Chase is seeking an Associate Relationship Banker to welcome clients with warmth, understand their financial needs, and connect them with tailored banking solutions using the latest digital tools. You will meet clients in-branch and over the phone, build lasting relationships... 

    Fairygodboss

    Lakewood, NJ
    1 day ago
  •  ...The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals... 
    Permanent employment
    Temporary work

    Guardian Life

    Belmar, NJ
    5 days ago
  •  ...Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class...  ...purpose is shared. Role Overview The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence... 

    CSI Group

    Wall Township, NJ
    a month ago
  • $72k

     ...Interpersonal relations and communication Organizational skills PC skills, including Microsoft Office, and ability to learn specific financial software Ability to manage a moderate workload on a consistent basis with limited oversight Attention to detail... 
    Work at office
    Flexible hours

    First Commerce Bank

    Lakewood, NJ
    5 days ago
  •  ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month... 
    Remote work

    Caliver Beach Mortgage, LLC

    Lakewood, NJ
    2 days ago
  • First Commerce Bank in Lakewood, NJ is seeking a Loan Processor II for Residential & Consumer Lending. You will assemble, verify, and process loan applications from intake to closing, ensuring compliance with bank policies and regulations. Responsibilities include reviewing...

    ADP

    Lakewood, NJ
    17 hours ago
  • $50k - $120k

     ...Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies,... 
    Full time
    Local area

    Wisepath Group

    Lakewood, NJ
    2 days ago
  • $15.5 - $17.05 per hour

     ...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. NY0309 Lakewood Description Northwest Tellers are important members of our... 
    Hourly pay
    Part time
    Work experience placement
    Work at office
    Weekend work
    Afternoon shift

    Northwest Bank

    Lakewood, NJ
    5 days ago
  • Welcome customers, minimize wait times, and assist with banking needs Process deposits, withdrawals, transfers, and other transactions Handle cash and maintain accurate cash drawer balances Follow bank policies, compliance requirements, and risk management protocols to...
    Full time
    Work experience placement
    Work at office
    Afternoon shift

    Jobtailor

    Lakewood, NJ
    2 days ago
  •  ...Description About the Firm We are representing a leading financial services firm transforming how America's middle class...  ...About the Role Our client is seeking a Director of Financial Advisors & Operations to own the full operational infrastructure of their... 
    Work at office

    White Tiger Connections

    Manasquan, NJ
    5 days ago
  •  ...Proficient interpersonal relations, communication, customer service, and sales skills Proficient organizational skills Proficient financial analysis and underwriting skills Thorough knowledge of the features and benefits of all bank products and services Thorough... 
    Work at office
    Immediate start

    Interfuse Staffing

    Lakewood, NJ
    1 day ago
  •  ...Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class...  ...Director oversees the full operational infrastructure of CSI Advisors, ensuring seamless, compliant, and highly efficient experience... 

    CSI Group

    Wall Township, NJ
    27 days ago
  •  ...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 day. Being a... 
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Point Pleasant Boro, NJ
    29 days ago
  •  ...Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class...  ...operational workflows under the guidance of experienced Financial Advisors. Key Responsibilities: Wealth Management and Member Support... 
    Internship

    CSI Group

    Farmingdale, NJ
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Belmar, NJ
    1 day ago
  •  ...nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners... 

    Rate

    Lakewood, NJ
    3 days ago
  • $65k

     ...secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce... 
    Bank staff
    Work at office

    First Commerce Bank

    Lakewood, NJ
    4 days ago
  • $72k

     ...Interpersonal relations and communication Organizational skills PC skills, including Microsoft Office, and ability to learn specific financial software Ability to manage a moderate workload on a consistent basis with limited oversight Attention to detail Ability... 
    Full time
    Work at office

    First Commerce Bank

    Lakewood, NJ
    14 days ago
  • $19 - $22 per hour

     ...Bank Teller Accurately process routine financial transactions for banking customers with an emphasis on personalized quality customer service at all times. Preparing and maintaining various reports, records and files. Promote and cross-sell Bank products and services... 
    Hourly pay
    Part time
    Work at office
    Immediate start

    Manasquan Bank

    Howell, NJ
    1 day ago
  •  ...seeking a Credit Analyst II in New Jersey to analyze commercial loan requests and assess credit risk. You will review tax returns, financial statements, and credit reports to determine repayment ability and provide thorough, well-documented analyses for approval... 

    Socket.dev

    Lakewood, NJ
    3 days ago
  •  ...is seeking a Credit Analyst II for our in-office Lakewood, NJ location. The role requires CRE underwriting experience and strong financial analysis skills to assess credit risk and support loan decisions. Qualifications include a bachelor’s degree in Accounting or Finance... 
    Work at office

    ADP, Inc.

    Lakewood, NJ
    2 days ago
  • $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... 
    Hourly pay

    M&T Bank

    Brick, NJ
    4 days ago
  • $21 - $25 per hour

     ...procedures. Assist in retaining and growing existing client relationships by understanding client needs and introducing relevant financial solutions. Actively participate in ongoing training and regular meetings and demonstrate a willingness to be cross trained to... 
    Part time
    Work at office
    Afternoon shift

    Kearny Bank

    Point Pleasant Beach, NJ
    5 days ago
  • $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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Manasquan, NJ
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!