Financial Advisor

3 weeks ago

Voorhees Township, United States Columbia Bank Full time
Job DescriptionJob DescriptionLocation: Camden/Ocean County - Southern New Jersey

SUMMARY: Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the Bank’s consumer and business customers. Assesses the customer’s investment portfolio, and financial objectives, and provides guidance to the customer on successfully achieving those objectives.

Job Description:

  • Meet with customers to review their existing financial situation and to establish the client planner relationship. Develops and presents recommendations and alternatives to meet the client’s needs for: Retirement Planning, Tax Management, Business Continuity/Succession, Estate Planning, Education Funding, Life Insurance, etc. Implement and monitor these recommendations to meet the client’s needs over time.
  • Assesses the client’s investment portfolio. Recommends an asset allocation and specific plan to meet established objectives. Executes an investment strategy suggesting specific investments and insurance products, for client approval, including: separately managed investment accounts, Mutual Funds, Annuities, Equities, Fixed Income Investments, Corporate and Tax Exempt Bonds, and Life Insurance.
  • Interacts with all departments of the Bank, providing products and services to business and consumer customers, in order to generate referrals from these departments. Provides feedback to referring individuals and departments on the status of the referral.
  • Maintains an ongoing client relationship by conducting periodic reviews with each client on a scheduled and “as needed” basis.
  • Generates additional referrals from personal networking, seminars, and presentations to community groups.
  • Keeps abreast of new planning tools, products and resources, changing regulations and professional standards, including continuing education requirements.

Job Requirements:

  • 3-5 years of experience in a Financial Advisor position;
  • A Bachelor’s degree in Business, Economics or Accounting is preferred;
  • Licenses must be current and in good standing: FINRA 7, 65/66, and a State Life/Health Insurance License is required; CFP if applicable.
  • The ability to work independently; make decisions, and able to work effectively under pressure;
  • The ability to deal effectively and professionally with clients and potential clients;
  • Experience and skill in selling financial products and services;
  • Able to collaborate with all levels of Bank personnel;
  • Excellent verbal and written communication skills and good computer skills;
  • Excellent organizational, follow-up and time management skills.
  • Professional appearance and demeanor.


Columbia Bank and its affiliates is an Equal Opportunity Employer

Affirmative Action Employer/Males/Females/Protected Veterans/Individuals with Disabilities

  • Financial Advisor

    2 months ago

    Wall Township, United States C&A Financial Group Full time

    Job DescriptionJob DescriptionWe offer extensive training on all aspects of our career; marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies. We also utilize a mentorship program to help college graduates, career changers, and experienced advisors quickly learn our philosophy and client process.Our advisors are known...

  • Financial Advisor

    2 weeks ago

    Wall Township, United States C&A Financial Group Full time

    Job DescriptionJob DescriptionWe offer extensive training on all aspects of our career; marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies. We also utilize a mentorship program to help college graduates, career changers, and experienced advisors quickly learn our philosophy and client process.Our advisors are known...

  • Financial Advisor

    4 weeks ago

    Woodbridge Township, United States Lincoln Investment Full time

    Are you currently a “wirehouse” Financial Advisor who is thinking about going independent? Or, are you an independent Financial Advisor looking to make a change?During these uncertain times, now may be a good time to evaluate your current situation and consider a new option.Lincoln Investment, a top 20 independent broker-dealer/RIA*, can offer you the...

  • Financial Advisor

    5 days ago

    Voorhees, United States The Ladders Full time

    Location: Southern, New Jersey SUMMARY: Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the Bank's consumer and business customers. Assesses the customer's investment portfolio, and financial objectives, and...

  • Chief Financial Officer

    2 months ago

    Voorhees Township, United States UtilitiesOne Full time

    Job DescriptionJob DescriptionCompany Overview:Utilities One is a leading provider of comprehensive infrastructure solutions for Telecommunication Providers, Electric Utilities, Wireless Providers, Telecom Engineering, and Fulfillment Services (LECs/MSOs). We offer a full suite of services to support infrastructure projects, providing end-to-end solutions to...

  • Chief Financial Officer

    1 week ago

    Voorhees Township, United States UtilitiesOne Full time

    Job DescriptionJob DescriptionCompany Overview:Utilities One is a leading provider of comprehensive infrastructure solutions for Telecommunication Providers, Electric Utilities, Wireless Providers, Telecom Engineering, and Fulfillment Services (LECs/MSOs). We offer a full suite of services to support infrastructure projects, providing end-to-end solutions to...

  • Chief Financial Officer

    1 week ago

    Voorhees Township, United States UtilitiesOne Full time

    Job DescriptionJob DescriptionCompany Overview:Utilities One is a leading provider of comprehensive infrastructure solutions for Telecommunication Providers, Electric Utilities, Wireless Providers, Telecom Engineering, and Fulfillment Services (LECs/MSOs). We offer a full suite of services to support infrastructure projects, providing end-to-end solutions to...

  • Chief Financial Officer

    54 minutes ago

    Voorhees Township, United States Utilities One Full time

    Company Overview:Utilities One is a leading provider of comprehensive infrastructure solutions for Telecommunication Providers, Electric Utilities, Wireless Providers, Telecom Engineering, and Fulfillment Services (LECs/MSOs). We offer a full suite of services to support infrastructure projects, providing end-to-end solutions to our valued clients. At...

  • Chief Financial Officer

    2 weeks ago

    Voorhees, United States Utilities One Full time

    Company Overview: Utilities One is a leading provider of comprehensive infrastructure solutions for Telecommunication Providers, Electric Utilities, Wireless Providers, Telecom Engineering, and Fulfillment Services (LECs/MSOs). We offer a full suite of services to support infrastructure projects, providing end-to-end solutions to our valued clients. At...

  • Chief Financial Officer

    1 week ago

    Voorhees, United States Utilities One Full time

    Company Overview: Utilities One is a leading provider of comprehensive infrastructure solutions for Telecommunication Providers, Electric Utilities, Wireless Providers, Telecom Engineering, and Fulfillment Services (LECs/MSOs). We offer a full suite of services to support infrastructure projects, providing end-to-end solutions to our valued clients. At...

  • Chief Financial Officer

    1 month ago

    Voorhees, United States Utilities One Full time

    Company Overview:Utilities One is a leading provider of comprehensive infrastructure solutions for Telecommunication Providers, Electric Utilities, Wireless Providers, Telecom Engineering, and Fulfillment Services (LECs/MSOs). We offer a full suite of services to support infrastructure projects, providing end-to-end solutions to our valued clients. At...

  • Chief Financial Officer

    1 week ago

    Voorhees, United States Utilities One Full time

    Company Overview:Utilities One is a leading provider of comprehensive infrastructure solutions for Telecommunication Providers, Electric Utilities, Wireless Providers, Telecom Engineering, and Fulfillment Services (LECs/MSOs). We offer a full suite of services to support infrastructure projects, providing end-to-end solutions to our valued clients. At...

  • Financial Advisor

    4 weeks ago

    Roxbury Township, United States Fulton Bank Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Entry Level Financial Advisors

    2 weeks ago

    Neptune Township, United States Equitable Advisors Full time

    **Full-time Position is On-Site in New Jersey (Wall Township).Equitable Advisors is seeking driven individuals looking to work in an industry with unprecedented growth as Financial Professionals. When entering the workforce for the first time, stability, financial freedom, and building a skillset through training and development are the most important...

  • Chief Financial Officer

    2 months ago

    Voorhees, NJ, United States Utilities One Full time

    Company Overview: Utilities One is a leading provider of comprehensive infrastructure solutions for Telecommunication Providers, Electric Utilities, Wireless Providers, Telecom Engineering, and Fulfillment Services (LECs/MSOs). We offer a full suite of services to support infrastructure projects, providing end-to-end solutions to our valued clients. At...

  • Finance Manager

    2 months ago

    Voorhees, NJ, United States Utilities One Full time

    Utilities One is a leading provider of comprehensive infrastructure solutions for Telecommunication Providers, Electric Utilities, Wireless Providers, Telecom Engineering, and Fulfillment Services (LECs/MSOs). We offer a full suite of services to support infrastructure projects, providing end-to-end solutions to our valued clients. As the Chief Financial...

  • Front Desk Receptionist

    2 days ago

    Township of Hamilton, United States DFG Financial Group Full time

    Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. The Front Desk Receptionist will greet all clients in a warm, friendly and professional manner. This person will also...

  • Financial Professional

    3 weeks ago

    Wall Township, United States New York Life - Wall, NJ Full time

    Job DescriptionJob DescriptionAre you a leader who has the following traits?• Competitive• Entrepreneurial• Coachable• Communicative• Self-disciplined• AuthenticIf the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey....

  • Financial Professional

    7 days ago

    Wall Township, United States New York Life - Wall, NJ Full time

    Job DescriptionJob DescriptionAre you a leader who has the following traits?• Competitive• Entrepreneurial• Coachable• Communicative• Self-disciplined• AuthenticIf the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey....

  • Financial Counselor

    2 weeks ago

    Egg Harbor Township, United States JLAN Solutions Full time

    JLAN Solutions is seeking a Personal Financial Counselor to support the Army National Guard in Indian Gap, PA. This is a full-time, on-site role and is an excellent opportunity for someone looking to work in a military environment helping our soldiers and their families achieve financial success. You'll work within a team of dedicated Financial Counselors to...