Financial Solutions Advisor
5 days ago
Merrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment advice to help clients achieve their objectives.
Key Responsibilities- Provide personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment strategies
- Communicate solutions to clients that are best suited for their financial needs, such as core banking and investment solutions
- Partner with financial advisor teams to build their network and promote portfolio growth
- Develop and grow a book of business to meet and exceed pre-defined financial targets
- Prioritize client requests and make introductions to internal service providers based on client needs and asset thresholds
As a Merrill Financial Solutions Advisor, you will have the opportunity to work with both affluent and high-net-worth clients, identifying needs, developing relationships, and providing investment advice. You will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP) and will have the potential to progress to the next stage of training.
What We Offer- Training and one-on-one mentorship from experienced managers
- Opportunities to build connections and grow your network
- Deliver advice through client reviews and presentations with confidence
- Learn about the full suite of financial solutions and connect clients to solutions that meet their needs
- Currently holds Series 7 & 66 licenses
- Two years' experience working in the financial service industry and/or a sales environment
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to partner and promote lead generation
- Experience balancing investment management, sales activities, and new client development
- Strong computer skills and the ability to multitask in a demanding environment
-
Financial Services Professional
4 weeks ago
Iselin, New Jersey, United States Lincoln Investment Full timeUnlock Your Potential as a Financial Advisor with Lincoln InvestmentAre you a motivated financial advisor looking for a new challenge? Lincoln Investment, a leading independent broker-dealer/RIA, offers a unique opportunity to grow your career.Benefits of Partnering with Lincoln Investment:Flexible Business ModelOwnership of Your Client BaseCompetitive...
-
Financial Services Professional
1 week ago
Iselin, New Jersey, United States Lincoln Investment Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your career to the next level? Or, are you an ambitious professional seeking a new challenge?In today's dynamic financial landscape, it's essential to stay ahead of the curve. Lincoln Investment, a top 20 independent broker-dealer/RIA, offers a unique opportunity...
-
Senior Financial Analyst
1 month ago
Iselin, New Jersey, United States Phyton Talent Advisors Full time{"title": "Underwriting Analyst", "description": "Job SummaryPhyton Talent Advisors is seeking a skilled Underwriting Analyst to join our team. As a key member of our Capital Provider group, you will be responsible for analyzing purchase contracts, rehab scope, ARV, exit strategies, and market trends for fix and flip projects.Key ResponsibilitiesAnalyze...
-
Consumer Loan Sales Specialist
4 weeks ago
Iselin, New Jersey, United States OneMain Financial Full timeJob Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to achieve their financial goals.Key Responsibilities:Deliver exceptional customer service and build strong relationships...
-
Audit Senior Manager
2 weeks ago
Iselin, New Jersey, United States EisnerAmper Full timeAbout Our Audit TeamWe're transforming the traditional reputation of auditing at EisnerAmper. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.To stay up to date...
-
Senior Financial Analyst
1 day ago
Iselin, New Jersey, United States Brains Workgroup Full timeJob Title: Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team at Brains Workgroup. As a Senior Financial Analyst, you will be responsible for analyzing financial data, identifying trends, and providing insights to support business decisions.Key Responsibilities:Analyze financial data to identify trends and...
-
Audit Senior Manager Position
5 days ago
Iselin, New Jersey, United States EisnerAmper Full timeAbout Our Audit TeamIn the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.To...
-
Director of Financial Strategy
5 days ago
Iselin, New Jersey, United States EisnerAmper Full timeAbout the RoleWe are seeking a highly experienced Director to join our Outsourced CFO & Accounting Services group. As a key member of our team, you will provide financial consulting and strategic support to our clients' leadership teams, leveraging your expertise in e-commerce and wholesale revenue models, inventory and trade spend experience, and...
-
Consumer Loan Sales Specialist
1 day ago
Iselin, New Jersey, United States OneMain Financial Full timeAt OneMain Financial, we're committed to helping hardworking Americans achieve their financial goals. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You'll learn the lending and servicing business at OneMain, allowing you to grow...
-
Audit Manager
3 weeks ago
Iselin, New Jersey, United States EisnerAmper Full timeAbout Our Audit TeamWe're a team of professionals dedicated to providing exceptional audit services to our clients. Our team is passionate about delivering high-quality work and building strong relationships with our clients.We operate on the core tenets of profound trust, professional integrity, and consistent results. We strive to create lasting...
-
Software Engineer with Financial Expertise
2 days ago
Iselin, New Jersey, United States Diverse Lynx Full timeDiverse Lynx LLC is committed to fostering a diverse and inclusive workforce. We strive to create an environment where all employees feel valued and empowered to contribute their best work.As a Java Developer with Banking expertise, you will play a critical role in shaping the company's financial systems and processes. Your technical skills and banking...
-
Business Analyst/Project Manager
4 weeks ago
Iselin, New Jersey, United States Innova Solutions Full timeJob Title: Business Analyst/Project Manager (Reconciliations/Collateral)Innova Solutions is seeking a highly skilled Business Analyst/Project Manager to join our team. As a Business Analyst/Project Manager, you will be responsible for leading projects related to financial reconciliations and collateral.Responsibilities:Lead projects related to financial...
-
Senior Assurance Manager
4 days ago
Iselin, New Jersey, United States EisnerAmper Full timeAbout Our Assurance TeamWe're transforming the traditional reputation of auditing by operating on the core tenets of profound trust, professional integrity, and consistent results. Our goal is to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.To stay up to date with evolving...
-
Financial Crimes Investigator
4 weeks ago
Iselin, New Jersey, United States HAN Staffing Full timeFraud Investigator Job DescriptionWe are seeking a skilled Fraud Investigator to join our team at HAN Staffing. As a Fraud Investigator, you will play a critical role in identifying and preventing financial crimes, ensuring the integrity of our business operations.Key Responsibilities:Conduct daily reviews of assigned tasks to ensure timely and effective...
-
Senior Assurance Professional
3 days ago
Iselin, New Jersey, United States EisnerAmper Full timeAbout the RoleWe are seeking a highly skilled Assurance Manager to join our Real Estate Assurance practice. As a key member of our team, you will be responsible for leading multiple audit engagements and collaborating with clients to ensure their financial statements are accurate and compliant with regulatory requirements.Key Responsibilities:Plan and...
-
Senior Audit Associate
5 days ago
Iselin, New Jersey, United States EisnerAmper Full timeAbout Our Audit TeamWe're transforming the traditional reputation of auditing at EisnerAmper. Our team operates on the core tenets of profound trust, professional integrity, and consistent results, striving to create lasting partnerships with clients based on solutions rather than simply identifying issues in their financial statements.To stay up to date...
-
Financial Manager
4 days ago
Iselin, New Jersey, United States EisnerAmper Full timeAbout the RoleEisnerAmper is seeking a seasoned financial professional to join our Outsourced Finance & Accounting team as a Manager. This is an exciting opportunity for someone who is client service oriented, creative, and understands business.As a Manager, you will provide outsourced CFO, Controller, Accounting Senior Manager, and advisory services for a...
-
Audit Professional
3 weeks ago
Iselin, New Jersey, United States EisnerAmper Full timeAbout Our Audit TeamEisnerAmper's Audit Group is a dynamic team of professionals dedicated to delivering exceptional service to our clients. We're committed to creating lasting partnerships based on solutions, not just identifying issues in financial statements.We prioritize continued education and the adoption of new technologies to stay ahead of evolving...
-
Audit Senior Manager
1 day ago
Iselin, New Jersey, United States EisnerAmper Full timeWe are seeking an experienced Audit Senior Manager to join our Banking Audit practice at EisnerAmper. As a trusted advisor, you will collaborate with clients to plan audit objectives and determine an audit strategy. Your leadership skills will be essential in leading multiple audit engagements and competing priorities, while maintaining active communication...
-
IT Program Manager
2 weeks ago
Iselin, New Jersey, United States Align Communications Full timeJob Title: Client Engagement ManagerWe are seeking a seasoned Client Engagement Manager to join our team at Align Communications. As a key member of our Data Center Solutions group, you will be responsible for leading complex data center migration programs, managing client relationships, and driving business growth.Key Responsibilities:Lead data center...