Financial Advisor

2 weeks ago

Fair Lawn, NJ, United States Columbia Bank Full time
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 offers the following benefits:
  • Medical, Dental, Vision and Rx which are contributory.
  • Bonus programs.
  • Employee Stock Option Program (ESOP).
  • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D).
  • Paid Time Off (PTO) which includes Personal and Vacation Time.
  • Paid Sick Time.
  • Bank Holidays.
  • Employees may participate in the 401k program.


Salary:

This role has a base salary with commissions and no draw.

Schedule:

This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need.

Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

  • Financial Solutions Advisor II

    5 days ago

    Fair Lawn, NJ, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

  • Financial Solutions Advisor II

    1 week ago

    Fair Lawn, NJ, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

  • Financial Solutions Advisor II

    2 weeks ago

    Fair Lawn, NJ, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

  • Financial Solutions Advisor II

    2 weeks ago

    Fair Lawn, NJ, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

  • Financial Solutions Advisor II

    4 days ago

    Fair Lawn, NJ, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

  • Financial Advisor

    24 hours ago

    Fair Oaks, United States Edward Jones Full time

    Job OverviewThis job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...

  • Associate Financial Advisor

    1 week ago

    Fair Grove, MO, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...

  • HFA Financial Advisor Senior

    3 weeks ago

    Oak Lawn, United States Huntington Full time

    HHFA Financial Advisor Senior - Branch PositionThe HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties & Responsibilities:Responsible for personal production goals and customer service objectives for all assigned...

  • Insurance Agent

    2 days ago

    Oak Lawn, IL, United States COUNTRY Financial Full time

    We're looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products. COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we...

  • Wealth Management Advisor

    2 weeks ago

    Oak Lawn, United States U.S. Bancorp Full time

    Job DescriptionThe Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team...

  • Wealth Management Advisor

    2 weeks ago

    Oak Lawn, United States US Bank Full time

    Wealth Management AdvisorAt U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies. With a...

  • Customer Service Sales | San Antonio, TX

    2 weeks ago

    FAIR OAKS, United States Get It - Marketing Full time

    Life Insurance Benefits Advisor (Remote - Canada & U.S.)Are you looking for a rewarding career that allows you to help others while enjoying flexibility and unlimited earning potential? We're searching for motivated and customer-focused individuals across Canada and the United States to join our team as Life Insurance Benefits Advisors. This is a remote...

  • Customer Service Sales | San Antonio, TX

    2 weeks ago

    FAIR OAKS, United States Get It - Marketing Full time

    Remote Life Insurance Benefits AdvisorFull-Time | Work From Home | Flexible HoursAre you looking for a rewarding career where you can make a real difference in people's lives? We're a fast-growing organization seeking dedicated and driven individuals across Canada and the United States to join our team as Life Insurance Benefits Advisors. In this role,...

  • Cloud Solutions Architect

    1 week ago

    Fair Oaks, United States ITC Federal, Inc Full time

    Overview JOB TITLE: Cloud Solutions Architect (AI Focus) GOVERNMENT AGENCY: DHS ICE - OSDSS POSITION INFORMATION: Full time LOCATION: Remote POSITION TIMING: Candidate must obtain a DHS Public Trust clearance, which typically takes 4 to 6+ weeks to process. Clearance must be fully granted before starting on the program. BENEFITS: Health, Dental and Vision,...

  • Field HR Manager

    4 days ago

    Oak Lawn, Illinois, United States Power Home Remodeling Full time $80,000 - $110,000 per year

    Position SummaryThe Field Human Resources Manager position serves as a trusted advisor to People Resources Division leadership, organization leaders, and employees by aligning business objectives with management and employees across designated business units.This role formulates partnerships across the People Resources Division to deliver value-added...