Financial Solutions Advisor
5 days ago
Job Title: Merrill Financial Solutions Advisor
Job Summary:
Merrill Financial Solutions Advisors work with high-net worth clients to identify their financial needs and develop personalized investment strategies. This role requires strong relationship-building skills, a deep understanding of investment products and services, and the ability to communicate complex financial information to clients.
Key Responsibilities:
- Develop and maintain relationships with high-net worth clients to understand their financial goals and objectives
- Conduct financial needs assessments and develop personalized investment strategies for clients
- Provide ongoing investment advice and guidance to clients to help them achieve their financial goals
- Collaborate with other financial professionals to provide comprehensive financial solutions to clients
- Stay up-to-date on market trends and economic conditions to provide informed investment advice to clients
Requirements:
- Currently holds Series 7 & 65 licenses
- Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Self-starter who efficiently manages time and capacity
- Strong communication and interpersonal skills
Benefits:
- Opportunity to work with high-net worth clients and develop personalized investment strategies
- Collaborative and dynamic work environment
- Opportunities for professional growth and development
- Competitive compensation and benefits package
About Bank of America:
Bank of America is a leading financial institution that provides a wide range of financial products and services to individuals, businesses, and institutions. We are committed to helping our clients achieve their financial goals and providing them with the tools and resources they need to succeed.
Why Join Us:
At Bank of America, we believe that our employees are our greatest asset. We offer a competitive compensation and benefits package, as well as opportunities for professional growth and development. We are committed to creating a work environment that is inclusive, diverse, and supportive of our employees' needs.
-
Private Client Financial Advisor
2 weeks ago
West Freehold, New Jersey, United States Citizens Full timeAbout the RoleCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for clients.Build and maintain...
-
Financial Services Professional
2 weeks ago
Freehold, New Jersey, United States Arkhitekton LLC Full timeJunior Financial Advisor OpportunityWe are a service-oriented financial planning firm providing a range of services, including fee-based financial plans, investments, and insurance. Our office in Freehold, NJ offers a comfortable and professional work environment with a friendly and relaxed culture.We are seeking a junior financial advisor to participate in...
-
Financial Planning Associate
2 weeks ago
Freehold, New Jersey, United States Arkhitekton LLC Full timeJoin Our Team as a Junior Financial AdvisorWe are a service-oriented financial planning firm, Arkhitekton LLC, providing a range of services from fee-based financial plans to investments and insurance. Our office is located in a professional setting, offering a comfortable work environment. Our office culture is friendly and relaxed, with a focus on...
-
Financial Services Professional
1 month ago
Freehold, New Jersey, United States Arkhitekton LLC Full timeJunior Financial Advisor OpportunityWe are a service-oriented FINANCIAL PLANNING firm providing an array of services ranging from fee-based financial plans to investments and insurance. Our office is located in Freehold, NJ and provides a comfortable professional work environment. Our office culture is friendly and relaxed without sacrificing the quality of...
-
Financial Services Professional
2 weeks ago
Freehold, New Jersey, United States Arkhitekton LLC Full timeJunior Financial Advisor OpportunityWe are a service-oriented FINANCIAL PLANNING firm providing an array of services ranging from fee-based financial plans to investments and insurance. Our office is located in Freehold, NJ and provides a comfortable professional work environment. Our office culture is friendly and relaxed without sacrificing the quality of...
-
Financial Center Representative
4 weeks ago
West Freehold, New Jersey, United States Disability Solutions Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Center Representative. In this role, you will be responsible for providing exceptional customer service and sales support to our clients. You will work closely with our customers to understand their financial needs and provide personalized solutions...
-
Customer Engagement Associate
2 months ago
Freehold, New Jersey, United States First Financial Federal Credit Union Full timeJob OverviewCompany Overview:First Financial Federal Credit Union is a member-focused financial cooperative dedicated to delivering banking solutions and services to our community. Since our inception, we have prioritized enhancing our members' lives through exceptional service and reliable financial products.Position Summary:The Teller Associate plays a...
-
Training and Support Manager
4 weeks ago
Freehold, New Jersey, United States First Financial Federal Credit Union Full timeJob Title: Training and Support ManagerFirst Financial Federal Credit Union is seeking a highly skilled Training and Support Manager to join our team. As a key member of our organization, you will be responsible for designing, developing, and delivering training programs to enhance the skills and performance of our staff.Key Responsibilities:Develop and...
-
Training and Support Manager
1 month ago
Freehold, New Jersey, United States First Financial Federal Credit Union Full timeJob Title: Training and Support ManagerFirst Financial Federal Credit Union is seeking a highly skilled Training and Support Manager to join our team. As a key member of our organization, you will be responsible for designing, developing, and delivering training programs to enhance the skills and performance of our staff.Key Responsibilities:Develop and...
-
Customer Service Representative
1 month ago
Freehold, New Jersey, United States First Financial Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled and customer-focused Call Center Representative to join our team at First Financial Federal Credit Union. As a key member of our customer service team, you will be responsible for providing exceptional service to our members via phone and chat, resolving issues, and promoting our financial products and services.Key...
-
Loan Originator
4 weeks ago
Freehold, New Jersey, United States First Financial Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Loan Processor to join our team at First Financial Federal Credit Union. As a Loan Processor, you will be responsible for originating and processing consumer and mortgage loan applications, ensuring that all necessary documentation is accurate and complete.Key ResponsibilitiesInterview loan...
-
Loan Origination Specialist
2 weeks ago
Freehold, New Jersey, United States First Financial Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Loan Origination Specialist to join our team at First Financial Federal Credit Union. As a key member of our lending team, you will be responsible for originating and processing consumer and mortgage loan applications.Key ResponsibilitiesInterview consumer and mortgage loan applicants to gather...
-
Teller Associate
2 weeks ago
Freehold, New Jersey, United States First Financial Federal Credit Union Full timeJob Title: Teller AssociateFirst Financial Federal Credit Union is a not-for-profit financial cooperative providing banking products and services to its members in Monmouth and Ocean County.We are a technology-driven organization with efficient systems and easy-to-use products. Our goal is to make a first-rate difference in our members' lives by providing...
-
Consumer Loan Origination Specialist
1 week ago
Freehold, New Jersey, United States First Financial Federal Credit Union Full timeJob Summary:We are seeking a highly skilled Consumer Loan Origination Specialist to join our team at First Financial Federal Credit Union. In this role, you will be responsible for interviewing consumer and mortgage loan applicants, and originating and processing consumer and mortgage loan applications.Key Responsibilities:Understand and follow all Bank...
-
Consumer Loan Originator
2 weeks ago
Freehold, New Jersey, United States First Financial Federal Credit Union Full time{"Job Title": "Consumer Loan Processor", "Job Description": "At First Financial Federal Credit Union, we are seeking a highly skilled Consumer Loan Processor to join our team. As a Consumer Loan Processor, you will be responsible for interviewing consumer and mortgage loan applicants, and originating and processing consumer and mortgage loan applications.Key...
-
Sales Arborist
4 days ago
Freehold, New Jersey, United States SavATree Careers Full timeAbout the RoleWe are seeking a highly motivated and results-driven Sales Arborist to join our team at SavATree Careers. As a Sales Arborist, you will be responsible for developing and growing your assigned sales territory, working closely with our field specialists to deliver exceptional customer service and ensure the health and well-being of each client's...
-
Personal Banker Freehold Position
2 weeks ago
Freehold, New Jersey, United States Quality Talent Group Full timeAbout the JobWe are seeking a skilled and customer-focused Associate Personal Banker to join our National Branch Network in Freehold, NJ. As a key member of our team, you will play a vital role in delivering exceptional customer experiences and building strong relationships with our clients.Key Responsibilities:Participate in proactive outreach to build...
-
Personal Banker
1 month ago
Freehold, New Jersey, United States Quality Talent Group Full timeJob Title: Personal Banker - Freehold TownshipWe are seeking a highly motivated and customer-focused Personal Banker to join our team in Freehold Township. As a Personal Banker, you will be responsible for building strong relationships with our customers, providing exceptional service, and helping them achieve their financial goals.About the Role:This is a...
-
Customer Service Representative
5 days ago
Freehold, New Jersey, United States Fulton Bank, N.A. Full timeJob Summary:This is a full-time career opportunity based out of our Allentown market in New Jersey. The successful candidate will be responsible for providing an exceptional Financial Center customer experience with passion and enthusiasm while facilitating customer transactions and the referral of bank products and services.Responsibilities:Assist clients...
-
Business Operations Analyst
2 weeks ago
Freehold, New Jersey, United States Jobot Full timeBusiness Operations & Data AnalystWe are seeking a talented and experienced Business Operations & Data Analyst to join our dynamic team at Jobot. As a key member of our Legal industry team, you will be responsible for driving operational efficiency, enhancing business performance, and ensuring strategic goals are met through the effective analysis of data...