- 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.
- 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: NASD 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.
-
Financial Advisor
1 week ago
Columbia Bank (WA, OR & ID) Paramus, United StatesJob Description · Job Description · Location: · Bergen South Market · 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 ...
-
beBee Handyman University Gardens, NY, United States FreelanceI am in need of comprehensive wealth management guidance. I have a series of financial assets (stocks) that I would like to transfer towards the acquisition and/or purchase of a home, and I would like to receive advice on how much capital to move and how to do so according to my ...
-
Financial Advisor
3 days ago
Equitable Advisors Secaucus, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors at a g ...
-
Financial Advisor
1 week ago
Equitable Advisors Secaucus, United StatesEquitable Advisors Job Description · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to ou ...
-
Financial Advisor
6 days ago
Equitable Advisors Secaucus, United StatesEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...
-
Financial Advisor
5 days ago
Equitable Services Secaucus, United StatesAt Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our office in Secaucus specializes in areas like retirement planning, insurance, tax mitigation strategies, and many other areas in finance. As a ...
-
Financial Advisor
2 weeks ago
Equitable Advisors Secaucus, United StatesThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. · Responsibilities · Provide ...
-
Financial Advisor
1 week ago
Equitable Services Hoboken, United StatesAt Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Financial Professional. · After your first yea ...
-
Financial Advisor
4 days ago
Equitable Advisors New York, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is see ...
-
Financial Advisor
6 days ago
Integrated Financial Concepts Inc Roseland, United StatesAbout the job Financial Advisor (Experienced) · 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. ...
-
Financial Advisor
1 week ago
Northwestern Mutual New York, United StatesFinancial Advisor/Wealth Management Advisor – Northwestern Mutual: · Managing Director's Unit · Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to ...
-
Financial Advisor
1 week ago
Equitable Advisors LLC Woodbridge, United StatesEntry Level Financial Advisor - VP Fast Track Program · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions an ...
-
Financial Advisor
1 week ago
Selby Jennings New York, United States Full timeResponsibilities: · - Build and maintain relationships with high-net-worth clients, serving as their trusted advisor and primary point of contact for all financial matters. · - Conduct in-depth financial analysis and develop personalized financial plans tailored to each client' ...
-
Financial Advisor
1 week ago
Prudential Financial New York, United StatesWe are looking for Experienced Advisors to join our Team at Greater Metro Financial Group · You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. · Prudential will provide ...
-
Financial Advisor
6 days ago
Equitable Advisors Union, United StatesEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...
-
Financial Advisor
1 week ago
Lincoln Investment Iselin, United StatesAre you currently a "wirehouse" Financial Advisor who is thinking about going independent? Or, are you an independent Financial Advisor looking to make a change? · During these uncertain times, now may be a good time to evaluate your current situation and consider a new option. · ...
-
Financial Advisor
2 days ago
Equitable Advisors LLC New York, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is se ...
-
Financial Advisor
1 week ago
Stefans Law Group PC New York, United StatesSummit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of clients' financial life. We offer 'One stop shopping' for clients, financial, tax and legal needs. Visit us at · to le ...
-
Financial Advisor
5 hours ago
Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
-
Financial Advisor
1 week ago
Kestra Financial New York, United StatesNew 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, ...
Financial Advisor - Paramus, United States - Columbia Bank
Description
Job Description
Job DescriptionLocation: Bergen South MarketSUMMARY: 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:
Job Requirements:
Columbia Bank and its affiliates is an Equal Opportunity Employer
Affirmative Action Employer/Males/Females/Protected Veterans/Individuals with Disabilities