Senior Financial Advisor - Client Growth & Investment
Santander Consumer USA Inc.
Santander Consumer USA Inc. is seeking a Financial Advisor to help clients meet investment and insurance objectives while complying with regulatory standards. The role focuses on identifying client needs and delivering suitable recommendations to drive sales and long-term satisfaction. In this position you will maintain relationships, participate in meetings, and develop quarterly plans to promote investment products and services. #J-18808-Ljbffr Santander Consumer USA Inc.
- Kearny Bank is seeking a Vice President, Financial Advisor to provide sound financial guidance to clients, meet sales goals, and partner with branches and departments... ...-building, and up-to-date knowledge of investment products and regulations. Must have FINRA Series...Senior
- Santander is seeking a Financial Advisor in West Caldwell, NJ to identify client needs and provide investment and insurance recommendations within regulatory standards. The role emphasizes achieving sales targets and maintaining compliance through ongoing professional...Suggested
- Kearny Bank’s VP, Financial Advisor role in New Jersey involves delivering sound financial guidance... ...goals and maintaining knowledge of investment planning and bank products. You will... ...internal and external partners to grow clients and assets within a defined territory....Senior
- ..., NY) About the opportunity My client is a well-established, well-capitalized... .... You will work closely with senior leadership, who will invest in your development, and you will have... ...join a stable institution at a time of growth, learn directly from senior...SuggestedWork at office
- ...NJ General Office, seeks an Entry-Level Financial Specialist eager to start a career in insurance... ...planning. You’ll work closely with clients to develop strategies that secure their... ..., and provide guidance on products and investments to help clients reach their long-term goals...SuggestedWork at office
- J.P. Morgan Chase invites applications for a Private Client Advisor in Chase Wealth Management based in Nutley, NJ and Jersey City, NJ. You will deliver comprehensive financial guidance and bespoke investment solutions to individuals and families, building long-term relationships...
- Wilmington Trust is seeking a Financial Advisor in Parsippany, New... ...involves building client relationships and delivering tailored investment and insurance solutions... ...by partnering with a Senior Advisor. Candidates should... ...for career growth within the M&T Bank network...
- The role emphasizes proactive client management, compliance with policies, and delivering a high level of service in a collaborative environment. This full-time position requires flexibility and branch coverage. #J-18808-Ljbffr Provident BankSeniorFull time
$130k - $179k
...Senior Financial Analyst, FP&A Opportunity ID 10177 Department... ..., solutions to address clients' unique business goals and risks... ...for enjoyment and fun. We invest in a robust Total Rewards... ...workforce allows us to match our growth ambitions and drive...SeniorLocal areaFlexible hours$61.88k - $105k
## Financial Advisor, West Caldwell, NJApply: West Caldwell - Branch NJ: Full time... ...identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations... ...related to the development and growth of the program.* Develop and execute...Hourly payFull timeContract workWork experience placementWork at officeShift work- A financial advisory firm is seeking an Entry-Level Financial Advisor to work in a remote/hybrid setting. The role involves generating leads, building client relationships, and supporting them with insurance and investment advice. Candidates with a Bachelor's degree and...Remote job
$116.2k - $229.1k
Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp... ...solutions. Join a team that helps clients strengthen finance operations... ...(CMA), Chartered Alternative Investment Analyst (CAIA), Financial...SeniorLocal areaVisa sponsorship- ...Prudential Financial, Inc. is seeking an Associate on the North American... ...team to partner with senior sales professionals. You will... ...raise capital across PGIM's investment platform. The role involves coordinating... ...teams to deliver approved client-ready materials. A strong...
$70k - $80k
Bank of America is looking for a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, recommending... ...on experience, and supports professional growth within the company. #J-18808-Ljbffr Bank of...$108k - $143k
...driving sustainable long-term growth. As we scale, our team is... ...partners can deliver best-in-class client experiences. Our dual mandate... ...revenue and maintain the financial integrity of deals.About the... ...analysis, sales finance, FP&A, investment banking, or a similar analytical...SeniorPermanent employmentFull timeTemporary workCasual workWork at officeFlexible hours- JPMorganChase in Parsippany-Troy Hills, NJ, seeks a Financial Advisor to deliver personalized investment solutions and cultivate client relationships. Candidates must have at least... ...their financial goals and supporting your professional growth. #J-18808-Ljbffr JP Morgan Chase
$128k - $252.5k
...Transactions team helps guide clients through their most... ...challenges, avoid financial pitfalls, and implement... ...capture value. As a Senior Consultant in M&A Finance... ...across inorganic growth/divestiture scenarios... ...well as through our own investments, commitments, and actions...SeniorLocal area- ...Finance Analytics & AI Senior Consultant, you’ll... ...to solve the toughest client problems. From learning... ...contribute to the firm's growth and development in a... ...value through enhanced financial planning, forecasting,... ...well as through our own investments, commitments, and...SeniorLocal areaVisa sponsorship
$105k - $250k
...group of experienced advisors that help individuals... ...families attain their financial goals. Our Wealth Advisors... ...to understand a client’s short- and long-term... ...personal and professional growth of team members.... ...including financial planning, investment management, insurance,...Temporary workLocal areaFlexible hours- ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian... ...support, flexibility, and growth opportunities? Lee, Nolan &... ...and better serve your clients. What You’ll Do Manage... ...strategies, including retirement, investment, and risk management...Local areaFlexible hours
- ...Looking for one Financial Advisor | Established Book of Business | Potential Long-Term Succession... ...be the opportunity of a lifetime. Our client is a highly successful, independent wealth... ...assets annually Dedicated in-house investment management so you can focus on advising...Permanent employmentTemporary work
- ...impact providing expert financial advice with heart.... ...center of saving and investing. Here, you’ll make an... ...Thrivent’s comprehensive advisor onboarding program. After... ...advice and connect clients to Thrivent products and... ...for professional growth as you build your business...
$45k - $88k
...position with Cetera Financial Group. Accepted applicants... ...with Cetera Investment Services LLC (marketed... ...The VP, Financial Advisor ("FA") will provide sound... ...sound financial advice to clients by evaluating their financial... ...activities to promote growth and development of the...Temporary workBank staffAfternoon shift$40k - $120k
...interested in a career in financial services but prefer supporting advisors rather than building... ...Financial Advisor Assistant / Client Service Associate to... ...while participating in the growth of the business they... ...to financial planning, investment strategies, and practice...- ...impact providing expert financial advice with heart.... ...center of saving and investing. Here, you’ll make an... ...Thrivent’s comprehensive advisor onboarding program. After... ...advice and connect clients to Thrivent products and... ...for professional growth as you build your business...
- A financial services company in New Jersey is seeking a Financial Services Representative to help clients achieve their financial goals. The role offers unlimited income potential, a... .... This opportunity emphasizes personal growth and helping others navigate their financial...
- Simplicity Group in Summit, NJ is seeking an Investments Financial Planner, Portfolio Planning Specialist, or Paraplanner... ...portfolio analysis for affiliated Financial Advisors using our proprietary platform. You will build client relationships, collect information, input data...Full time
- ...with Impact. At U.S. Financial Services we are a boutique... ...planning and investment advisory services to individuals... ...emphasizes long-term client relationships,... ...Paraplanner will support Lead Advisors in the delivery of... ...development, and long‑term growth within the firm...
- Financial Advisor Launch your advisory career with M&T Bank. We... ...with a top‑producing Senior Advisor while building... ...What You’ll Do Build client relationships through... ...partnerships Deliver investment and insurance solutions... ...relationship‑building skills and growth mindset Licenses (or...Work experience placement
- ...Senior Fund AccountantOur US Fund Solutions group is seeking a Fund... ...will manage multiple client deliverables ensuring superior... ...things you will be doing:Prepare financial statements and support schedules... ...through a diverse and growth-oriented environment where everyone...SeniorWorldwide
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