Jobs
>
Roseland

    Financial Advisor - Roseland, United States - Integrated Financial Concepts Inc

    Integrated Financial Concepts Inc
    Integrated Financial Concepts Inc Roseland, United States

    4 weeks ago

    Default job background
    Description

    About 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. With an overflow of appointments and our well-established marketing strategies, we are confident that you could significantly increase your production and find ease in doing business with us.

    We are dedicated to establishing meaningful connections with a diverse clientele. Our Financial Representatives and Financial Advisors proudly serve a wide spectrum of individuals, including small business owners, educators, entrepreneurs, families, first responders and more.

    We offer a range of tailored services, addressing specific financial needs, whether through comprehensive financial strategies or specialized focus areas such as Retirement Income Strategies, Estate Planning Strategies, Tax Planning Strategies, Risk Management & Protection Planning, Wealth & Portfolio Management, College Funding, Special Needs Planning, Planning with Charitable Intent, Business Owner Strategies, Small & Large Group Employee Benefits and more.

    What sets us apart is our unwavering commitment to a holistic approach in crafting and cultivating personalized financial wellness strategies. We genuinely care about the well-being of our clients, and our dedicated, all-encompassing method reflects this passion. To ensure the highest quality of guidance, our team follows a rigorous process that we believe leads to exceptional outcomes and empowers clients to pursue their financial goals with confidence.

    In this role, you will be responsible for providing exceptional financial guidance, promoting our range of products and services, and building lasting relationships with clients. To be successful, you must possess the following characteristics: Financially Driven, Coachable, Strong Verbal & Written Skills, Charismatic & Confident, Ethical and Self Motivated.

    Financial Advisor Responsibilities:

    • Consult with clients to understand their financial needs and objectives, scheduling meetings for in-depth discussions.
    • Gather relevant client information to tailor investment & protection recommendations that align with their financial circumstances.
    • Stay informed about market conditions and assess how they may impact taxes and client investments.
    • Cultivate long-term relationships with clients, fostering repeat business and client referrals.
    • Proactively reach out to potential clients through cold-calling to introduce our comprehensive financial products and services.
    • Provide innovative solutions to enhance clients' financial well-being.
    • Develop an in-depth knowledge of our financial products to offer well-informed advice and recommendations.
    • Establish connections with prominent professional networks, including accountants and attorneys.
    Requirements:
    • A minimum of 5+ years experience with a proven track record of success.
    • A bachelor's degree in finance, economics, accounting, business or a related field.
    • Appropriate state licensure to perform financial services, including securities licenses.
    • Proficiency in Microsoft Office applications & CRM software.
    • Exceptional analytical, organizational, and problem-solving abilities.
    • Effective communication skills to engage with clients and team members.
    • Outstanding customer service skills to ensure client satisfaction.
    To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 200 Schulz Drive, Ste. 125, Red Bank, NJ 07701, Integrated Financial Concepts is independent of ESI. TC
  • Citizens

    Private Client Financial Advisor

    2 days ago

    Citizens Caldwell, United States

    · All potential applicants are encouraged to scroll through and read the complete job description before applying. · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumsta ...

  • Citizens Financial Group, Inc.

    Private Client Financial Advisor

    2 weeks ago

    Citizens Financial Group, Inc. Verona, United States

    · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lendin ...

  • Equitable Advisors

    Financial Advisor

    4 days ago

    Equitable Advisors Secaucus, United States

    Equitable Advisors Job Description · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and a ...

  • Keller Executive International Search

    Financial Advisor

    6 days ago

    Keller Executive International Search Jersey City, United States

    Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Miami. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in m ...

  • CPS

    Salaried Financial Advisor

    2 weeks ago

    CPS Parsippany-Troy Hills, United States

    Parsippany , NJPosted: · 03/27/2024 · Industry: · Employee Benefits & Retirement Services · Job Number: · ME · Pay Rate: · Base $65k - $80k (possibly more) · Remote Friendly: · Experience:Job Description · Are you tired of commission? You obtained your FINRA licenses an ...

  • Career Group

    Financial Advisor

    1 day ago

    Career Group New York, United States

    Financial Advisor – Albany, NY · Boutique wealth management firm based in is seeking a Financial Advisor. This position works directly with the President to provide comprehensive financial planning and investment management services for clients and prospects seeking advice on how ...

  • Equitable Advisors

    Financial Advisor

    6 days ago

    Equitable Advisors New York, United States

    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 financi ...

  • Stefans Law Group PC

    Financial Advisor

    2 weeks ago

    Stefans Law Group PC New York, United States

    Summit 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 ...

  • The Judson Group

    Financial Advisor

    2 weeks ago

    The Judson Group New York, United States

    Financial Advisor | Morristown, New Jersey · Reference Number: MHH7364Location: Morristown, New JerseyJudson Group has been retained by a leading wealth and financial services company in the search for a · Financial Advisor. · The firm is known for their commitment to building ...

  • Equitable Advisors

    Financial Advisor

    6 days ago

    Equitable Advisors New York, United States

    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 financi ...

  • Columbia Bank (WA, OR & ID)

    Financial Advisor

    2 weeks ago

    Columbia Bank (WA, OR & ID) Paramus, United States

    Job 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 ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual New York, United States

    Why join Northwestern Mutual: · Fortune 100 company (2021) · Forbes' Best Employers for Diversity · Top 10 US Independent Broker-Dealers1 · #1 Amongst Life Insurers Most Admired Companies2for Financial Soundness · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Cor ...

  • JCW

    Financial Advisor

    1 week ago

    JCW New York, United States

    I've Partnered with a high-end boutique Investment firm that is looking to add a skilled Financial Advisor to their team. They're targeting a Financial Advisor with an existing book of business with clients with an average net worth of at least $1 million. · Responsibilities: · B ...

  • Lincoln Investment

    Financial Advisor

    3 weeks ago

    Lincoln Investment Cranford, United States

    Job Description · Job DescriptionThe Bergin Agency, based in Cranford, NJ, is looking for three qualified Financial Advisors (FA). A locally owned, independent,full-service client centric financial and retirement planning firm , we have been providing services to clients since 19 ...

  • Bank of America

    Merrill Financial Solutions Advisor

    2 weeks ago

    Bank of America Millburn, United States

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One ...

  • Sports Technology Awards Group

    Merrill Financial Solutions Advisor

    2 weeks ago

    Sports Technology Awards Group Millburn, United States

    Merrill Financial Solutions Advisor - Morristown Short Hills MarketJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver ...

  • Citizens

    Private Client Financial Advisor

    3 weeks ago

    Citizens Caldwell, United States

    At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending a ...

  • Equitable Advisors

    Financial Advisor

    3 weeks ago

    Equitable Advisors Secaucus, United States

    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 our clients. · Equitable Advisors at a g ...

  • Santander Holdings USA Inc

    Financial Advisor, Edison, NJ

    2 weeks ago

    Santander Holdings USA Inc New Brunswick, United States Full time

    Financial Advisor, Edison, NJCountry: United States of AmericaAchieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis · Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with ...

  • Sports Technology Awards Group

    Merrill Financial Solutions Advisor

    4 weeks ago

    Sports Technology Awards Group Short Hills, United States

    Merrill Financial Solutions Advisor - Morristown Short Hills Market · Job Description: · Job Description · At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. ...