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Job Description Position Description: Client Service Manager About the Company Rockdale Financial Services Inc has a rich history in the financial industry rooted in New Jersey. The 2 principal advisors each have over 40 years in the financial services industry. Our firm works primarily with individuals and businesses owners. Our expertise is in asset and wealth management as well as coordination of tax management, risk management, debt management and estate planning. See our site at for more information. Position Overview/Summary The Client Service Manager delivers a wide range of critical client support to the advisor and principal teams and helps to provide the resources and guidance [firm’s] clients need to achieve their financial goals. Duties are varied and can include: supporting the preparation of financial plans and reviews; executing investment transactions; scheduling and organizing meetings; responding to client inquiries and maintaining and updating client files. Position Responsibilities Interact daily with clients, process client requests and answer basic client inquiries in a timely manner. Address inquiries to appropriate areas Proactively communicate with clients on a regular basis through a range of communications vehicles Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings materials Prepare balance sheets, investment allocation summaries, meeting agendas, charts, graphs and added services Schedule client and team meetings as required Discuss and organize follow-up steps with the advisors or firm principals after client meetings Prepare client engagement agreements and investment applications including new account applications, process transfers of client accounts, provide daily tracking of project status and keep client informed of the progress of their accounts Coordinate account transfers and obtains cost basis information for incoming assets Execute equity, fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors Review daily transaction reports to ensure accuracy of previous day activities Monitor client account activity including dollar cost averaging activity Verify cash balances for systematic withdrawal programs Generate and review monthly available cash report Maintain the client referral program by coordinating next steps and providing required advisor/principal support Manage all details of clients, prospects and vendors in CRM Populate and maintain accurate client data in client relationship management database, client fee billing and reporting systems Prepare fee invoices and monthly fee bill summary; coordinate compliance approval and payment for client accounts Ensure system backups are completed on routine basis Monitor continuing education requirements for advisors, principals and team members Order and maintain all supplies including forms, prospectuses and useful research information Coordinate mailings; process incoming mail Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation Foster an environment of open, honest and timely communications Ensure the mission statement, vision and core values of the firm are incorporated into the duties and responsibilities of the position Recruit, manage, train and motivate direct reporting staff/team according to company procedures, policy and employment law [if applicable] Maintain administration and relevant client service reporting and planning systems; manage relevant reporting of management and financial information for the client service department Required Skills and Experience Exceptional oral and written communication skills Excellent follow-up and follow-through capabilities Personable, approachable with a positive attitude Organized, meticulous, detail-oriented and able to multitask Able to interact well with sophisticated, high net worth clients and all employees Able to exercise good judgment by recognizing urgency and setting priorities Professional attitude, demeanor and appearance Able to work independently with good problem solving, mathematical and time management skills Comfortable with public speaking High degree of confidentiality and latitude Proficient with Windows based software, including MS Word, Excel, PowerPoint Knowledge of [CRM system], Morningstar and/or portfolio management software a plus 1+ years of experience in the financial services industry, preferably with an investment management or advisory firm Work experience that demonstrates interpersonal and teamwork skills Licenses Series 63 required/preferred Bachelor’s Degree [Finance or Accounting optional] from nationally-recognized institution GPA [3.XX] or higher preferred Firm Benefits [Heath Insurance; Retirement plan; life insurance; dental; vision] Company DescriptionWe are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.We are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $80,000 - $135,000 commission based Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisionsQualifications:, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Valid FINRA Series 7 & 63/66 preferred but not requiredAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description We are seeking an experienced financial advisor to assist 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 - $250,000 commission based Responsibilities: • Customize financial plans for each client based on potential life changes and changing financial needs, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary, • Requires a Bachelor’s degree in finance, business administration, or related field, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essentialAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, and life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs., • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $60,000 - $100,000+ Commission Based Responsibilities: • Leverage company-provided marketing tools and industry resources., • Maintain compliance with industry regulations and licensing requirements., • Develop client relationships and provide tailored financial strategies., • Follow a leadership advancement track with career growth opportunities., • Provide guidance on insurance, investments, and retirement planning.Qualifications:, • Must be authorized to work in the US., • Highly motivated with a strong work ethic., • Excellent communication and relationship-building abilities., • No prior experience in finance is required—comprehensive training is provided., • Demonstrated leadership or a proven track record of success.About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.