Trabajos financial advisor en Middletown, New JerseyCrear alertas

Job Description Managing Director (Player/Coach Role) We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This unique opportunity allows you to continue building your personal book of business while also mentoring and leading a team of financial professionals. We are a team of top-tier professionals who collaborate closely and bring a wide range of specialized expertise to the table — all to better serve clients with holistic, high-quality advice. Our firm is known for its family-like culture, where people genuinely support one another, and turnover is extremely rare. What sets us apart is the built-in support system — our leadership team is actively involved in recruiting top talent, allowing you to stay focused on high-impact activities like client meetings, business development, and team coaching. With access to proven marketing lanes, you'll have the tools to consistently generate leads and help your team do the same. If you're looking to take your practice to the next level while elevating others along the way, this role is for you. Compensation: $150,000 - $200,000+ Base + Commission Responsibilities: • Build and maintain book of business through client acquisition, planning, and relationship management, • Lead, coach, and mentor a team of financial professionals to drive performance and development, • Earn override compensation based on your team’s production while continuing to develop your personal practice, • Collaborate with leadership on recruiting strategy and actively participate in interviews and onboarding, • Run regular training sessions to enhance advisor skills and share best practices, • Leverage our firm’s marketing systems to support prospecting and lead generation for both yourself and your team, • Contribute to a collaborative, client-focused culture and provide input on firm-wide training and growth initiativesQualifications:, • Proven track record of success in financial services, insurance, wealth management, or a related industry, • Minimum of 5 years of experience as a financial advisor or in a sales leadership role, • Strong ability to lead, mentor, and inspire others, • Self-motivated with a passion for growth, both personally and as a leader, • Excellent communication and relationship-building skills, • Active life/health insurance license and relevant securities licenses (or willingness to obtain), • Desire to build something bigger than yourself and leave a lasting impactAbout 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 DescriptionWe 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 - $150,000 commission based Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • 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, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospectsQualifications:, • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • A Bachelor’s degree in business administration, finance, or a related field is 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 DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $80,000 - $135,000 commission based Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisionsQualifications:, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout 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 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.

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

A well-established heavy civil contractor with decades of experience delivering complex utility and infrastructure projects across the region is seeking a.Known for their strong reputation in underground utilities, site development, and public works, this firm prides itself on safety, quality, and b

Sales Administrative Support Professional.LBU is a go-to partner for all cut & sewn promotional products.We enhance brand image or create memorable merchandise.LBU’s commitment to creativity, quality and customization undoubtedly exceeds a customer’s expectations.Respond and qualify inquiries fo

Gotham Technology Group is seeking an outgoing, project oriented candidate to support our Chief Technology Officer and legal functions.This role managers the Chief Technology Officers, calendar and travel itinerary as well as supporting the legal department's admin9strative functions,.The ideal cand

Call Center / Remote] - Anywhere in U.Competitive pay / Health, dental & vision / 401k matching / PTO - As a Customer Service Rep at Beyond Finance, you will: Assist customers with inquiries and complaints via phone, email, and chat: Provide excellent customer service by actively listening, showing

Customer Support / Remote] - Anywhere in U.Competitive pay / Benefits - As a Customer Service Rep at Bush & Bush Law Group, you will: Manage incoming calls, emails, and messages from clients and provide timely and accurate responses to their inquiries; Collect and document essential information from

Call Center / Remote] - Anywhere in U.Up to $24 per hour / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Equip, you will: Answer inquiry calls, emails, web forms, etc.Respond to inquiries quickly and efficiently while routing inquiries to appropriate departments; Collect patie

Customer Support / Remote] - Anywhere in U.Competitive pay / Benefits - As a Customer Service Rep at Bush & Bush Law Group, you will: Manage incoming calls, emails, and messages from clients and provide timely and accurate responses to their inquiries; Collect and document essential information from

Customer Support / Remote] - Anywhere in U.Competitive pay / Health, dental & vision / 401k match / PTO - As a Customer Service Rep at Diana Health, you will: Answer and triage incoming phone calls and app messages from our current patients; Provide excellent customer service by addressing inquiries

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at OneTouch Direct, you will: Respond to customer inquiries and concerns in a timely and professional manner; Provide accurate information and solutions to customer issues; Maint

Customer Service / Call Center / Remote] - Anywhere in U.Competitive pay / Benefits / Paid training - As an Inbound Sales Rep at SP Data Digital, you will: Conduct outbound sales calls to potential customers in a professional and persuasive manner; Follow up with leads and maintain accurate records

Customer Support / Remote] - Anywhere in U.Up to $24 per hour / Medical, dental & vision / 401k match / PTO - As a Customer Service Rep at Copart, you will: Manage incoming calls and emails from customers, responding promptly and professionally; Provide accurate and timely information to customers r

Customer Support / Remote] - Anywhere in U.Competitive pay / Health, dental & vision / 401k match / PTO - As a Customer Service Rep at Diana Health, you will: Answer and triage incoming phone calls and app messages from our current patients; Provide excellent customer service by addressing inquiries

Customer Service / Call Center / Remote] - Anywhere in U.Competitive pay / Benefits / Paid training - As an Inbound Sales Rep at SP Data Digital, you will: Conduct outbound sales calls to potential customers in a professional and persuasive manner; Follow up with leads and maintain accurate records

We have an immediate opening for an Account Manager with a leading wound care manufacturer.This role will focus on sales of our clients wound care portfolio into the acute and post-acute settings.Total At-Plan: $140,000-$150,000 (top reps make $250K+).Set appointments with hospital staff and adminis

Assistant Project Manager Bergen County, NJ.Join a growing, family-owned Developer/General Contractor based in Bergen County, NJ.My client is looking for a motivated and detail-oriented Assistant Project Manager to support our management team across a range of construction projects, including comme

We have a 20-year relationship with our client.Please live within a commutable DRIVING distance to the area.We are seeking a detail-oriented and proactive Project Manager to support a Program Manager in the execution of high-impact initiatives.The Project Manager will be responsible for driving day-

Territory Sales Representative.The Territory Sales Representative.The Territory Sales Representative is responsible for sales and administration of their territory.Health Insurance (includes teledoc, virtual health, FSA, HCSA & other benefits).Employee Support and Mental Wellness.Develop relationshi

Flex Time Dental Sales - Pharmaceutical Sales.We are currently recruiting an experienced Dental or Pharmaceutical Sales person to fill a flex time (13 days/month) position.The ideal candidate will hold a Bachelor's degree from an accredited college or university in a Sales related field or be a lice

Help gather and organize project-related financial documentation, spreadsheets, or logs (light Excel/data entry). Support financial and purchasing processes:.

Examples of the type of projects you will work on include medical offices, financial services offices, retail retrofits, food production facilities, interior technology upgrades, and laboratories.

We are seeking a Full Time highly organized and professional Medical Receptionist to join our team in the Health Care Services industry.The successful candidate will be responsible for providing exceptional customer service to patients, scheduling appointments, managing patient records, and ensuring

Sales & Marketing Representative (SMR).We are a locally owned and operated restoration company serving communities across NJ, including Hudson, Monmouth, and Somerset Counties.We specialize in fire, water, mold, and storm damage cleanup and restoration, helping homeowners and businesses get back on

We are seeking a motivated and customer-focused Field Sales Representative to join our dynamic team as we change the distribution industry.We're creating a unified platform that connects brands, sales reps, and retailers, bringing intelligence and efficiency to an industry ready for transformation.T

Administrative Assistant / Remote] - Competitive Pay ($19 - $22 per hour) / Flexible Hours / 1099 Contractor Role / Admin-Free Setup + Personalized Support - As a Virtual Assistant at Belay, you will: Manage multiple calendars and schedules; Respond to emails and messages in a timely manner; Conduct

Office Assistant / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / Retirement & pension plans / PTO - As an Administrative Assistant at Massachusetts College of Pharmacy and Health Sciences, you will: Prepare typed reports, memorandums, meeting agenda and minutes; Prepare itiner

Office Assistant / Remote] - Anywhere in U.Competitive pay - As an Administrative Assistant at NADG, you will: Manage and organize virtual files and documents; Schedule and coordinate virtual meetings and appointments; Communicate effectively with team members and clients through virtual platforms;

Office Assistant / Remote] - Anywhere in U.Medical, dental & vision / 401k match - As an Administrative Assistant at Creative Circle, you will: Manage and maintain calendars for multiple team members; Schedule and coordinate meetings and appointments; Create and organize documents, spreadsheets, and

Are you looking to Optimize your life? Start your exciting path to a rewarding career today!.We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore - it's a n

Office Assistant / Remote] - Anywhere in U.Medical, dental & vision / 401k match - As an Administrative Assistant at Creative Circle, you will: Manage and maintain calendars for multiple team members; Schedule and coordinate meetings and appointments; Create and organize documents, spreadsheets, and

Office Assistant / Fully Remote] - Anywhere in U.Benefits / PST schedule - As an Administrative Assistant you'll: Perform a variety of administrative and clerical duties, which may include word processing, organizing electronic and paper files, scheduling meetings, maintaining calendars, processing

Office Assistant / Remote] - Anywhere in U.Competitive pay / Flexible schedule - As an Administrative Assistant at LevineFam Charities, you will: Maintain digital records, databases, and filing systems; Schedule and coordinate meetings and appointments; Manage and respond to general emails and phone

Office Assistant / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / Retirement & pension plans / PTO - As an Administrative Assistant at Massachusetts College of Pharmacy and Health Sciences, you will: Prepare typed reports, memorandums, meeting agenda and minutes; Prepare itiner

Office Assistant / Remote] - Anywhere in U.Competitive pay - As an Administrative Assistant at NADG, you will: Manage and organize virtual files and documents; Schedule and coordinate virtual meetings and appointments; Communicate effectively with team members and clients through virtual platforms;

Administrative Assistant / Remote] - Competitive Pay ($19 - $22 per hour) / Flexible Hours / 1099 Contractor Role / Admin-Free Setup + Personalized Support - As a Virtual Assistant at Belay, you will: Manage multiple calendars and schedules; Respond to emails and messages in a timely manner; Conduct

Office Assistant / Remote] - Anywhere in U.Competitive pay / Flexible schedule - As an Administrative Assistant at LevineFam Charities, you will: Maintain digital records, databases, and filing systems; Schedule and coordinate meetings and appointments; Manage and respond to general emails and phone

Office Assistant / Fully Remote] - Anywhere in U.Benefits / PST schedule - As an Administrative Assistant you'll: Perform a variety of administrative and clerical duties, which may include word processing, organizing electronic and paper files, scheduling meetings, maintaining calendars, processing

Office Assistant / Remote] - Anywhere in U.Competitive pay - As an Administrative Assistant at NADG, you will: Manage and organize virtual files and documents; Schedule and coordinate virtual meetings and appointments; Communicate effectively with team members and clients through virtual platforms;

Office Assistant / Remote] - Anywhere in U.Competitive pay / Flexible schedule - As an Administrative Assistant at LevineFam Charities, you will: Maintain digital records, databases, and filing systems; Schedule and coordinate meetings and appointments; Manage and respond to general emails and phone

Office Assistant / Fully Remote] - Anywhere in U.Benefits / PST schedule - As an Administrative Assistant you'll: Perform a variety of administrative and clerical duties, which may include word processing, organizing electronic and paper files, scheduling meetings, maintaining calendars, processing

We believe that financial success is possible beyond the confines of a desk and that a career shouldn't be in conflict with personal happiness, but a contributor of it with our MBA-style leadership development, one-on-one support, and promoting from within, all your personal, professional, and finan