Top 114 Wealth management 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
9d
Aspiring Financial Advisor Program (Licensing & Training Provided)
Holleran Financial Group —Westfield, NJ
- $72,000 - $116,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (NY)
Bankers Life —Brooklyn, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Consultant
Integrated Financial Concepts —Red Bank, NJ
- $80,000 - $135,000 a year
- Microsoft Excel
- Basic math
- Finance
Quick Apply
10d
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
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
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
3d
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
Financial Advisor
HJ Sims —Red Bank, NJ
- Mid-level
Quick Apply
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
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Westfield, NJ
- $76,500 - $127,500 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Senior Wealth Advisor
Current —Union, NJ
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Eatontown, NJ
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Advisor
The Quintessential Experience —Piscataway, NJ
- $60,000 - $128,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Iselin, NJ
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Entry-Level Financial Planner
New York Life Insurance - New York City —New York, NY
- $116,000 a year
- Computer literacy
- Finance
- Math
Quick Apply
Portfolio Management Associate Director
Morgan Stanley —Red Bank, NJ
- $75,000 - $125,000 a year
- Computer literacy
- Writing skills
- Research
- Health savings account
- Paid holidays
Associate Wealth Planner II
Capital Group Companies —New York, NY
- $106,610 - $187,576 a year
- Full-time
- Research
- Mid-level
- 3 years
- Benefits from day one
- Retirement plan
3d
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Estate Associate - New York
Goldman Sachs —New York, NY
- $85,000 - $160,000 a year
- Full-time
- Office
- Bachelor's degree
- Continuous improvement
- Disability insurance
- Health insurance
Wealth Planner
Cerity Partners —New York, NY
- $110,000 - $120,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance

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wealth management 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
9 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

wealth management advisor jobs in middletown, nj

Financial Representative/Advisor

Aspiring Financial Advisor Program (Licensing & Training Provided)

Wealth Management Trainee (NY)

Financial Consultant

Entry-Level Financial Specialist

Portfolio Management Associate

Wealth Management Advisor (Red Bank, NJ)

Associate Wealth Advisor, Schwab Wealth Advisory

Financial Advisor

Service Advisor - Brielle, NJ

Premier Client Banker - PNC Wealth Management

Senior Wealth Advisor

Financial Advisor - PNC Wealth Management

Financial Advisor

Registered Wealth Management Client Associate

Entry-Level Financial Planner

Portfolio Management Associate Director

Associate Wealth Planner II

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Estate Associate - New York

Wealth Planner

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