Financial Planner
4 days ago
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Compensation: $95,000 - $150,000 commission based
•
Compensation:
$95,000-$150,000 per year
-
Associate Financial Planner
7 days ago
Red Bank, NJ, United States Integrated Financial Concepts Inc Full timeAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this...
-
Associate Financial Planner
1 week ago
Red Bank, NJ, United States Integrated Financial Concepts Inc Full timeAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this...
-
Associate Financial Planner
2 weeks ago
Red Bank, NJ, United States Integrated Financial Concepts Inc Full timeAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this...
-
Financial Solutions Advisor
7 days ago
Red Bank, NJ, United States Bank of America Full timeFinancial Solutions Advisor - Ocean NJ Market - Bilingual Spanish Preferred Red Bank, New Jersey;Freehold, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge
-
Financial Solutions Advisor
4 days ago
Red Bank, NJ, United States Bank of America Full timeFinancial Solutions Advisor - Ocean NJ Market - Bilingual Spanish Preferred Red Bank, New Jersey;Freehold, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge
-
Financial Solutions Advisor
1 week ago
Red Bank, NJ, United States Bank of America Full timeFinancial Solutions Advisor - Ocean NJ Market - Bilingual Spanish Preferred Red Bank, New Jersey;Freehold, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge
-
Financial Planner
7 days ago
Red Bank, United States Integrated Financial Concepts Full timeWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation:$95,000 -...
-
Associate Financial Planner
2 weeks ago
Red Bank, New Jersey, United States Integrated Financial Concepts Full timeAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this...
-
Entry Level Financial Advisor
24 hours ago
Red Bank, United States Equitable Advisors Full time**Full-Time Position is On-Site in New Jersey (Wall Township).Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million...
-
Transition Coordinator
7 days ago
Red Wing, Minnesota, United States Cardinal Home Services LLC Full timeAt Cardinal Home Services we value every person on our team - supporting them both on and off the job. Together, we are a powerful crew: we hold each other accountable, step in to help wherever we can, and share plenty of laughs (and hugs) along the way. We consider our workplace culture and relationships just as important as the work we do. Read more about...
-
Assistant General Manager
3 weeks ago
Red Wing, United States Border Foods LLC Full timeWhat began as an idea between two brothers to open a Mexican restaurant has since grown into one of the largest, privately held Taco Bell franchisees in America.If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.At Border Foods, we work with a people-first mantra.From cooks to...
-
Assistant General Manager
3 weeks ago
Red Wing, United States Border Foods LLC Full timeWhat began as an idea between two brothers to open a Mexican restaurant has since grown into one of the largest, privately held Taco Bell franchisees in America. At Border Foods, we work with a people-first mantra. From cooks to cashiers to restaurant managers and beyond, we work together to bring to life the Core Values of Border Foods. Welcome to our...
-
Red Lion, United States PTR Global Full timeJOB DESCRIPTIONPosition: Maintenance & Facilities SupervisorLocation: Red Lion, PennsylvaniaDuration: Perm PlacementJob ID: 172493Shift:3rd Shift 10:00pm-6:30amJob Overview: The Maintenance & Facilities Supervisor plays a critical role in ensuring the smooth operation of the plant by providing leadership and technical support to the maintenance and...
-
Assistant General Manager
2 weeks ago
Red Wing, United States Border Foods LLC Full timeWhat began as an idea between two brothers to open a Mexican restaurant has since grown into one of the largest, privately held Taco Bell franchisees in America. At Border Foods, we work with a people-first mantra. From cooks to cashiers to restaurant managers and beyond, we work together to bring to life the Core Values of Border Foods. Welcome to our...
-
Maintenance & Facilities Supervisor
3 weeks ago
Red Lion, United States PTR Global Full timeJOB DESCRIPTION Position: Maintenance & Facilities SupervisorLocation: Red Lion, PennsylvaniaDuration: Perm PlacementJob ID: 172493Shift: 3rd Shift 10:00pm-6:30amJob Overview: The Maintenance & Facilities Supervisor plays a critical role in ensuring the smooth operation of the plant by providing leadership and technical support to the maintenance and...
-
Maintenance & Facilities Supervisor
2 weeks ago
Red Lion, United States PTR Global Full timeJOB DESCRIPTION Position: Maintenance & Facilities SupervisorLocation: Red Lion, PennsylvaniaDuration: Perm PlacementJob ID: 172493Shift: 3rd Shift 10:00pm-6:30amJob Overview: The Maintenance & Facilities Supervisor plays a critical role in ensuring the smooth operation of the plant by providing leadership and technical support to the maintenance and...