Top 36 Broker Jobs in Mount Laurel, Nj

Registered Client Services Associate - Brokerage
Fulton Bank —Mount Laurel, NJ
- $24.81 - $41.35 an hour
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Mid-level
- Wellness program
- Health savings account
Production Underwriter/Broker
USG Insurance Services, Inc. —Philadelphia, PA
- $65,000 - $150,000 a year
- Full-time
- Remote
- Mid-level
- Windows
- Marketing
- AD&D insurance
- Paid holidays
Quick Apply
Placement Broker Executive
Conner Strong & Buckelew —Camden, NJ
- $100,000 - $145,000 a year
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Mid-level
- Health insurance
- Dental insurance
New Jersey Real Estate Broker
Homesin.com —New Jersey
- Contract
- Sales
- Mid-level
- Microsoft Office
- Health insurance
- Paid time off
Quick Apply
Real Estate Broker
Vrihomes.com —New Jersey
- Contract
- Mid-level
- In-person
- Marketing
- Health insurance
- Paid time off
Quick Apply
Broker Relationship Manager
TriNet —Philadelphia, PA
- $89,600 - $179,200 a year
- Full-time
- Office
- Bachelor's degree
- Travel
- Employee stock purchase plan
- Disability insurance
Capacity Specialist II
Tucker Company Worldwide —Haddonfield, NJ
- $46,400 - $69,600 a year
- Weekends as needed
- Sales
- Writing skills
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Real Estate Broker / Real Estate Agent
Garden State Properties Group —Medford, NJ
- Full-time
- Office
- In-person
- Entry level
Quick Apply
Broker III - Life Sciences
Aon Corporation —Philadelphia, PA
- $173,500 - $225,600 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Organizational skills
- Fair chance
- Commuter assistance
- Health savings account
Customer Sales Lead - Broker Lead
Campbell Soup Company —Philadelphia, PA
- $117,600 - $161,700 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Travel
- AD&D insurance
- Paid holidays
Manager, NA Trade Spend & Broker Governance
Campbell Soup Company —Camden, NJ
- $117,600 - $161,700 a year
- Full-time
- Hybrid work
- 6 years
- Office
- Analysis skills
- AD&D insurance
- Paid holidays
5d
Life Insurance Brokerage Underwriter
Gallagher Benefit Services —Philadelphia, PA
- $70,000 - $136,500 a year
- Full-time
- Remote
- Sales
- Mentoring
- Senior level
- Paid parental leave
- Health savings account
SUPPORT BROKER
Palco —Philadelphia, PA
- Weekends as needed
- Hybrid work
- Microsoft Outlook
- Experience working with individuals with disabilities
- HIPAA
- Paid training
- AD&D insurance
Account Executive, Broker Channel (Philadelphia)
Rippling —Philadelphia, PA
- $0 a year
- Full-time
- Remote
- Mid-level
- 3 years
Account Representative - Customs Brokerage
GEODIS Logistics, LLC —Philadelphia, PA
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid parental leave
- Dental insurance
Quick Apply
11d
Senior Broker, Multinational P&C (Lockton Global Solutions)
Lockton, Inc. —Philadelphia, PA
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Wellness program
- Paid parental leave
Associate Broker
Amwins —Fort Washington, PA
- 7 years
- Office
- Team management
- Paid holidays
- Health insurance
Quick Apply
Retail Merchandising Specialist (Food Broker)
Affinity Group —Philadelphia, PA
- $19 - $24 an hour
- Full-time
- Sales
- Merchandising
- Grocery store experience
- Flexible schedule
Quick Apply
Senior Mortgage Loan Officer (Retail)
Filo Mortgage —West Conshohocken, PA
- Remote
- Customer service
- Senior level
- Communication skills
Commercial Real Estate Broker - Maryland
BINSWANGER MANAGEMENT COR —Philadelphia, PA
- Full-time
- Microsoft Excel
- Ability to walk for extended periods
- Research
- AD&D insurance
- Health insurance
Quick Apply

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broker jobs near mount laurel, nj

Registered Client Services Associate - Brokerage

Fulton Bank -
Mount Laurel, NJ

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Job Details

Full-time
$24.81 - $41.35 an hour

Benefits

Wellness program
Health savings account
Employee stock purchase plan
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Work from home
Parental leave
Vision insurance
401(k) matching
Life insurance
Prescription drug insurance

Qualifications

Financial sales
Writing skills
Administrative experience
Series 7
Math
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Value Proposition:

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview:

This is a full-time, hybrid career opportunity based out of our Mount Laurel, NJ location.

Hybrid schedule is 4 days in the office and 1 day work from home following a successful 90 day introductory period.

Core working hours will be 8 am - 4:30 pm, Monday through Friday.

Provides high quality operational support to Financial Advisors and their clients, as well as other team members.

Responsibilities:

Responsible for the daily administrative operations for assigned Financial Advisor(s).
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings with prospective and existing clients on the phone, in-person, virtually and through mailings.
Onboards new clients while ensuring all required documentation is complete and accurate and monitors the incoming transfer of new assets.
Responsible for assisting clients with paperwork related to account transfers, beneficiary designations, and other maintenance requests. Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance with regulatory requirements.
Solicits and receives orders for the Financial Advisor(s). May also enter unsolicited trades at the direction of the Financial Advisor.
Communicates daily with clients providing trade settlement information, coordinating the payment and delivery of funds, providing portfolio information and other requests.
Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including gathering relevant data and creating reports.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Ensures required client paperwork is current with firm and industry requirements, rules, and regulations.
Assists Financial Advisor(s) with marketing efforts including seminars and other client facing events.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Functions as a part of a larger team dedicated to helping achieve Fulton Financial Advisors' overall sales goals.
Acts as a mentor, shares knowledge, and offers guidance to others.
May participate in client meetings with a Financial Advisor(s) upon request.

Qualifications:

Education

Bachelor's Degree or the equivalent experience. Specialty: business, finance or related. (Required)

Experience

5 or more years experience in financial services or sales environment. (Preferred)

3 or more years administration in financial services or sales environment. (Required)

2 or more years experience with investment operations, procedures, and transfers. (Required)

Certifications

SIE (Security Industry Essentials), Series 7, Series 63 (or Series 66). (Required)

Must be able to be affiliated with our Broker Dealer. (Required)

Knowledge, Skills, and Abilities

Knowledge of investment industry terminology. (Required)
Knowledge of mathematics sufficient to process account and transaction information. (Required)
Ability to use appropriate interpersonal styles and communicate effectively both orally and in writing with all organizational levels. (Required)
Ability to take initiative and proactively follow up on submitted items to ensure completion, resolve errors questions or concerns. (Required)
Ability to identify time sensitive items and assess competing priorities. (Required)
Experience with Microsoft Office Suite. (Preferred)
Experience with client relationship management (CRM) software, or similar contact management software. (Preferred)

Other Duties as Assigned by Manager:

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency:

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $24.81 - $41.35.

Benefits:

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

EEO Statement: Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement:

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Apply Now

Refine Your Search

broker jobs in mount laurel, nj

Registered Client Services Associate - Brokerage

Production Underwriter/Broker

Placement Broker Executive

New Jersey Real Estate Broker

Real Estate Broker

Broker Relationship Manager

Capacity Specialist II

Real Estate Broker / Real Estate Agent

Broker III - Life Sciences

Customer Sales Lead - Broker Lead

Manager, NA Trade Spend & Broker Governance

Life Insurance Brokerage Underwriter

SUPPORT BROKER

Account Executive, Broker Channel (Philadelphia)

Account Representative - Customs Brokerage

Senior Broker, Multinational P&C (Lockton Global Solutions)

Associate Broker

Retail Merchandising Specialist (Food Broker)

Senior Mortgage Loan Officer (Retail)

Commercial Real Estate Broker - Maryland

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