Top 398 Financial advisor Jobs in Middletown, Nj

Financial Representative/Advisor
Integrated Financial Concepts —Red Bank, NJ
- $71,284 - $200,000 a year
- Choose your own hours
- Hybrid work
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7d
Financial Advisor
Northwestern Mutual Red Bank —Red Bank, NJ
- $85,000 - $300,000 a year
- Full-time
- Background check
- Bachelor of Science
- Office
- Health insurance
- Dental insurance
Quick Apply
14d
Financial Advisor
New York Life —Edison, NJ
- $85,000 - $150,000 a year
- Full-time
- Background check
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor - with Full Training & Development Program
Northwestern Mutual —Township of Wall, NJ
- $80,000 - $159,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —New York, NY
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Financial Consultant
Integrated Financial Concepts —Red Bank, NJ
- $80,000 - $135,000 a year
- Microsoft Excel
- Basic math
- Finance
Quick Apply
8d
Entry-Level Financial Specialist
New York Life-NJ General Office —Newark, NJ
- $60,000 - $90,000 a year
- Bachelor's degree
- Financial services
- Business Administration
Quick Apply
Entry-Level Financial Advisor
Integrated Financial Concepts —Red Bank, NJ
- $60,000 - $100,000 a year
- No experience needed
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
6d
Portfolio Management Associate
Morgan Stanley —Red Bank, NJ
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
- Health savings account
- Paid holidays
Financial Services Professional (New Jersey)
WealthBridge Financial Group —New Brunswick, NJ
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Communication skills
Quick Apply
2d
Wealth Management Advisor (Red Bank, NJ)
TIAA —Red Bank, NJ
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
1d
Financial Opportunity Center Financial Coach
United Way —Perth Amboy, NJ
- Full-time
- Spanish
- Mid-level
- Bachelor's degree
Certified Financial Planner
Integrated Financial Concepts —Red Bank, NJ
- $95,000 - $250,000 a year
- CPA
- Computer literacy
- Mid-level
- Life insurance
Quick Apply
7d
Servicing Financial Advisor
CSI Group —Township of Wall, NJ
- $75,000 - $200,000 a year
- Full-time
- Hybrid work
- Research
- 3 years
- Finance
- Opportunities for advancement
Quick Apply
Financial Consultant - Millburn, NJ
Fidelity Investments —Millburn, NJ
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Jersey City, NJ
- $29.28 - $59.81 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Service Advisor - Brielle, NJ
Advisor Talent Solutions —Brielle, NJ
- $75,000 - $100,000 a year
- Evenings as needed
- Mid-level
- Office
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
Investment Consultant - Red Bank, NJ
Charles Schwab —Red Bank, NJ
- $24.18 - $46.15 an hour
- Mid-level
- Office
- 2 years
- Paid parental leave
- Employee stock purchase plan
Lead Planner - Certified Financial Planner
Zynergy Retirement Planning —Red Bank, NJ
- From $130,000 a year
- Full-time
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement

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financial advisor jobs near middletown, nj

Financial Representative/Advisor

Integrated Financial Concepts
Red Bank, NJ

Quick Apply

Job Details

Full-time
$71,284 - $200,000 a year
7 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer communication
Financial sales
Investment management advisory services
Sales
Driver's License
Bachelor's degree
Attention to detail
Financial concepts
Sales management systems proficiency
CRM system proficiency
Productivity software
Insurance sales
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

Job Title: Financial Services Representative/Advisor

Company: Integrated Financial Concepts

Are you an experienced and detail-oriented professional with a passion for helping & educating others? Integrated Financial Concepts is a nationally recognized Financial Services Firm that hires and develops top-tier talent.

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 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 Services Representative 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 bachelor's degree in finance, economics, accounting, business or a related field.
Appropriate state licensure to perform financial services.
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, 848-200-7170. Integrated Financial Concepts is independent of ESI. TC137540(1123)1

Job Type: Full-time

Pay: $71,284.00 - $200,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities
Commission only
Commission pay

License/Certification:

Driver's License (Required)

Ability to Commute:

Red Bank, NJ 07701 (Required)

Work Location: Hybrid remote in Red Bank, NJ 07701

Quick Apply

Refine Your Search

financial advisor jobs in middletown, nj

Financial Representative/Advisor

Financial Advisor

Financial Advisor

Wealth Management Advisor - with Full Training & Development Program

Financial Advisor - AI Trainer

Financial Consultant

Entry-Level Financial Specialist

Entry-Level Financial Advisor

Portfolio Management Associate

Financial Services Professional (New Jersey)

Wealth Management Advisor (Red Bank, NJ)

Financial Opportunity Center Financial Coach

Certified Financial Planner

Servicing Financial Advisor

Financial Consultant - Millburn, NJ

Associate Wealth Advisor, Schwab Wealth Advisory

Service Advisor - Brielle, NJ

Investment Consultant - Red Bank, NJ

Lead Planner - Certified Financial Planner

Associate Manager, Financial Planning

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