Top 154 Financial professional Jobs in Moonachie Nj

Junior Financial Advisor
Acorn Financial Services —Paramus, NJ
- $65,000 - $100,000 a year
- Full-time
- 5 years
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Sales Representative
Fundible —Great Neck, NY
- $100,000 - $220,000 a year
- 8 hour shift
- Sales
- Customer service
- Office
- Health insurance
- Dental insurance
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Financial Advisor
Equitable Advisors —New York, NY
- $34,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
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Financial Advisor - AI Trainer
DataAnnotation —New York, NY
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
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Financial Advisor (Licensing & Training Provided)
Northwestern Mutual —White Plains, NY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Taos Global Group Inc —Flushing, NY
- $30,000 - $80,000 a year
- Monday to Friday
- Hybrid work
- Bilingual
- English
- Mid-level
- Health insurance
- 401(k)
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Financial Professional
New York Life —White Plains, NY
- $65,000.00 - $122,572.89 a year
- Full-time
- Hybrid work
- Entry level
- Disability insurance
- Health insurance
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Bilingual Chinese Financial Advisor
New York Life —Flushing, NY
- $100,000 - $200,000 a year
- Full-time
- Bilingual
- Office
- Financial services
- Health insurance
- Dental insurance
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Aspiring Financial Advisor Program (Licensing & Training Provided)
Northwestern Mutual —Purchase, NY
- $72,000 - $150,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Paid training
- Health savings account
Quick Apply
ASSOCIATE FINANCIAL ADVISOR
Ameriprise Financial —Florham Park, NJ
- From $60,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Dental insurance
- Vision insurance
3d
Financial Professional
New York Life —Uniondale, NY
- $65,000 - $150,000 a year
- Full-time
- Customer service
- In-person
- Associate's degree
- Disability insurance
- Health insurance
Quick Apply
Financial Services Representative
Blue Ocean Wealth Solutions, LLC- A MassMutual Firm —East Hills, NY
- $90,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
Financial Sales Representative - Training Provided
Tri-Harbor Financial Group —New York, NY
- Up to $138,000 a year
- 8 hour shift
- Bilingual
- Sales
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Aspiring Financial Advisor Program (Licensing & Training Provided)
Northwestern Mutual —Scarsdale, NY
- $72,000 - $150,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
Sales Representative – Insurance & Financial Services
Sandra Suarez - State Farm Agent —Livingston, NJ
- $40,000 - $90,000 a year
- Full-time
- Spanish
- Mid-level
- Communication skills
- Paid training
- Paid holidays
Quick Apply
13d
Aspiring Financial Advisor Program (Licensing & Training Provided)
Holleran Financial Group —Park Ridge, NJ
- $72,000 - $116,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Financial Advisor | Training Provided | Wealth Management
Wealth Advisory Group LLC —New York, NY
- $83,979 - $153,981 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Up to 50% travel
- Profit sharing
- Paid training
Quick Apply
Financial Sales Representative - #1 Training and Mentor Program
Northwestern Mutual - NYC —New York, NY
- $80,000 - $175,000 a year
- Full-time
- CRM software
- Background check
- Management
- Profit sharing
- Health insurance
Quick Apply
Financial Services Representative
New York Life Insurance Company —Uniondale, NY
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- US work authorization
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Financial Services Professional - Hybrid Remote (NJ)
Bankers Life —Rochelle Park, NJ
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply

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financial professional jobs near moonachie nj

Junior Financial Advisor

Acorn Financial Services -
Paramus, NJ

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Job Details

Full-time
$65,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Financial planning software
Life Insurance License
Customer communication
Investment advisory support
Sales support
Providing information to customers
Filing
Research
Microsoft Office
Administrative experience
Managing clients in a customer support role
Series 7
Bachelor's degree
Investment client management
Financial concepts
Investment account customer support
Data entry
FINRA License
Clerical experience
Experience at securities companies
Financial compliance

Full Job Description

About us

We are a well-established, continually growing Wealth Management Practice located in Paramus, New Jersey. Our team is small, fast paced, and professional, and we pride ourselves on providing our clients with an extraordinarily high level of service.

The position
Junior Financial Advisor

This position will report directly to the Senior Financial Advisor. This position requires the ability to work directly with clients to develop and manage financial plans. You must have prior experience working with clients independently. You will also work hand in hand with other office professionals to process the movement of funds and equities. This employee will assist in data gathering and compilation of financial documents, research and analysis of current and prospective investments, and preparation of sales packages. This position requires a consistent level of competence in following firm compliance procedures and file maintenance. This employee will be responsible for timely and effectively tracking the onboarding process for new clients, overseeing all client requests (including account maintenance, money movement and account inquiries) and communicating with clients.

About you

You are looking for an opportunity to learn and grow within a small financial planning practice. You are highly organized and meticulous, self-motivated and an excellent problem-solver. You have an ability to anticipate client needs. You enjoy maintaining a CRM thoroughly and accurately. You have a solid knowledge and understanding of brokerage functions. Your communication skills and work ethic are top notch. You have excellent computer skills and are adept at learning new software. You are comfortable working with clients directly and independently.

Required Qualifications

Successfully completed FINRA Series 7 exam with registration in good order
4+ years Microsoft Suite
5+ years Brokerage sales support experience
Working knowledge of eMoney
Strong verbal, written and interpersonal communication skills
Life and Health Insurance license
Experience working with clients directly

Desired Qualifications

FINRA Series 66 or equivalent
Client service focus with the ability to respond to requests in a timely manner
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Experience interacting directly with customers
Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
Ability to work effectively in a team environment
Knowledge and understanding of administrative support: filing, faxing, copying, and data entry

Job Type: Full-time

Pay: $65,000.00 - $100,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Physical Setting:

Office

Ability to commute/relocate:

Paramus, NJ 07652: Reliably commute or planning to relocate before starting work (Preferred)

Education:

Bachelor's (Required)

Experience:

Financial concepts: 5 years (Required)

License/Certification:

Series 7 (Required)
Life Insurance License (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial professional jobs in moonachie nj

Junior Financial Advisor

Financial Sales Representative

Financial Advisor

Financial Advisor - AI Trainer

Financial Advisor (Licensing & Training Provided)

Financial Advisor

Financial Professional

Bilingual Chinese Financial Advisor

Aspiring Financial Advisor Program (Licensing & Training Provided)

ASSOCIATE FINANCIAL ADVISOR

Financial Professional

Financial Services Representative

Financial Sales Representative - Training Provided

Aspiring Financial Advisor Program (Licensing & Training Provided)

Sales Representative – Insurance & Financial Services

Aspiring Financial Advisor Program (Licensing & Training Provided)

Financial Advisor | Training Provided | Wealth Management

Financial Sales Representative - #1 Training and Mentor Program

Financial Services Representative

Financial Services Professional - Hybrid Remote (NJ)

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