Financial Services Professional

2 weeks ago


Fair Lawn, New Jersey, United States Columbia Bank Full time
Job Summary

Columbia Bank is seeking a highly skilled Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Meet with customers to review their financial situation and develop personalized financial plans to meet their needs.
  • Assess customers' investment portfolios and provide recommendations for asset allocation and investment strategies.
  • Implement and monitor financial plans, providing ongoing support and guidance to customers.
  • Collaborate with other departments to generate referrals and provide feedback on the status of referrals.
  • Maintain ongoing client relationships through regular reviews and updates.
  • Stay up-to-date with new financial planning tools, products, and resources, as well as changing regulations and professional standards.
Requirements
  • 3-5 years of experience in a financial advisory role.
  • Bachelor's degree in Business, Economics, or Accounting preferred.
  • Current and in-good-standing licenses, including FINRA 7, 65/66, and State Life/Health Insurance License.
  • Ability to work independently, make decisions, and work effectively under pressure.
  • Excellent communication and interpersonal skills.
  • Experience in selling financial products and services.
  • Ability to collaborate with all levels of Bank personnel.
  • Excellent organizational, follow-up, and time management skills.

Columbia Bank and its affiliates are an Equal Opportunity Employer and an Affirmative Action Employer, committed to diversity and inclusion in the workplace.



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