Financial Advisor

Found in: Resume Library US A2 - 1 week ago


Cranbury New Jersey, United States Kestra Financial Independent Advisor Full time
New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives.

Responsibilities

Develop customized financial plans to help clients achieve their financial goals

Manage investment portfolios and monitor market trends and economic conditions

Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning

Actively participate in business development activities to build new client relationships and expand the Firm’s network

Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues

Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions

Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients

Requirements

Bachelor’s degree in finance, accounting, economics, or a related field preferred but not required

Minimum of 2 years of experience in the financial industry

Certified Financial Planner (CFP®) certification preferred but not required

Excellent communication and interpersonal skills

Strong analytical and problem-solving skills

Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously

Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work


  • Financial Advisor

    7 days ago


    Cranbury, United States Kestra Financial Independent Advisor Full time

    New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...

  • Financial Advisor

    2 weeks ago


    Cranbury, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionNew Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to...

  • Financial Advisor

    2 weeks ago


    Cranbury, United States Kestra Financial Full time

    New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...

  • Financial Advisor

    Found in: Appcast US C2 - 2 weeks ago


    Cranbury, United States Kestra Financial Full time

    New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Cranbury, United States Kestra Financial Full time

    New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...

  • Financial Advisor

    Found in: Resume Library US A2 - 1 week ago


    Roseland, New Jersey, United States Integrated Financial Concepts Full time

    Job Title: Financial Advisor (Experienced) Company: Integrated Financial Concepts This position specifically, is for experienced advisors and to leverage your mentoring skills to support our newer agents and help them succeed. With an overflow of appointments and our well-established marketing strategies, we are confident that you could significantly...

  • Financial Advisor

    4 days ago


    Cranbury, United States CareerBuilder Full time

    New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...

  • Financial Advisor

    2 weeks ago


    New York, United States Forest Hills Financial Group Full time

    Job DescriptionJob DescriptionForest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.  We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for...


  • New York, United States Ameriprise Financial Services, Inc. Full time

    Associate Financial Advisor Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding clients needs and goals for today and the long-term are unique. As an advisor, you begin with listening to...


  • New York, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Associate Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    New York, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Associate Financial Advisor

    Found in: Resume Library US A2 - 13 hours ago


    Swedesboro, New Jersey, United States Fulton Bank Full time

    Employee Value Proposition: Our values define us and our inspires us to Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our We champion a culture of and We promote a digitally enabled work environment to continuously enhance the experience of...

  • Associate Financial Advisor

    Found in: Resume Library US A2 - 13 hours ago


    Swedesboro, New Jersey, United States Fulton Bank Full time

    Value Proposition: Our values define us and our inspires us to Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our We champion a culture of and We promote a digitally enabled work environment to continuously enhance the experience of our...


  • New York, United States Fifth Avenue Financial Full time

    Job DescriptionJob DescriptionThe Opportunity:Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Job Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer...


  • New York, United States Fifth Avenue Financial Full time

    Job DescriptionJob DescriptionFifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance.Job Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer financial...

  • Lead Advisor

    Found in: Resume Library US A2 - 1 week ago


    Wappingers Falls, New York, United States Kestra Financial Independent Advisor Full time

    Summary The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities Develop new relationships and sales opportunities Promote and cultivate firm reputation among referral sources and the community Consult with clients on...

  • Financial Advisor

    2 weeks ago


    New York, United States Equitable Advisors Full time

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...

  • Financial Advisor

    2 days ago


    New York, United States Equitable Advisors LLC Full time

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain client base, keep client plans up-to-date and...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    New York, United States Equitable Advisors Full time

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    New York, United States Equitable Advisors Full time

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...