Top 113 Financial planner Jobs in Red Bank 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
- Customer service
- Health insurance
- Dental insurance
Quick Apply
14d
Financial Advisor
Mid Atlantic Resource Group, LLC —Red Bank, NJ
- $36,000 - $80,000 a year
- Choose your own hours
- Sales
- Business development
- Bachelor's degree
- Tuition reimbursement
- Professional development assistance
Quick Apply
Financial Advisor
New York Life —Township of Wall, NJ
- $84,000 - $150,000 a year
- Full-time
- Office
- Bachelor's degree
- In-person
- Continuing education credits
- Health 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
7d
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
Financial Planner
Integrated Financial Concepts —Red Bank, NJ
- $95,000 - $250,000 a year
- CPA
- Mid-level
- Microsoft Office
- Life insurance
Quick Apply
8d
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
2d
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
8d
Financial Services Representative
Integrated Financial Concepts —Red Bank, NJ
- $80,000 - $135,000 a year
- Basic math
- Finance
- Bachelor's degree
Quick Apply
9d
Financial Advisor
HJ Sims —Red Bank, NJ
- Mid-level
Quick Apply
Entry-Level Financial Representative
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
Financial Advisor
Northeast Financial Network —Holmdel, NJ
- $24,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
13h
Financial Advisor
Northwestern Mutual —Red Bank, NJ
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
13d
Financial Advisor Assistant
Lifetime Wealth Advisors, LLC —Red Bank, NJ
- $35,000 - $50,000 a year
- Part-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid time off
- Gym membership
Quick Apply
Financial Systems & Strategic Advisor
Rutgers University —Piscataway, NJ
- $90 - $95 an hour
- Part-time
- 3 years
- Master's degree
- University
- Paid holidays
- Dental insurance
2d
Financial Solutions Advisor - Ocean Market
Bank of America —Red Bank, NJ
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Wealth Advisor - Brooklyn, NY
Citizens Financial Group —Brooklyn, NY
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
13d
Fast Track Manager - Career Transition
New York Life —Township of Wall, NJ
- $80,000 - $150,000 a year
- Full-time
- Management
- Sales
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
8d
New York Life Agent/Financial Advisor
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Wall, NJ
- $65,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Fast Track to Management
New York Life —Township of Wall, NJ
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Management
- Sales
- Business development
- AD&D insurance
- Disability insurance
Quick Apply

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financial planner jobs near red bank nj

Financial Representative/Advisor

Integrated Financial Concepts
Red Bank, NJ

Quick Apply

Job Details

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

Benefits

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

Qualifications

Financial planning
Customer communication
Sales
Customer service
Microsoft Office
Finance
Driver's License
Bachelor's degree
Financial concepts
Sales management systems proficiency
Financial services
CRM system proficiency
Productivity software
Experience practicing in the securities industry

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 planner jobs in red bank nj

Financial Representative/Advisor

Financial Advisor

Financial Advisor

Wealth Management Advisor - with Full Training & Development Program

Financial Advisor

Financial Planner

Portfolio Management Associate

Lead Planner - Certified Financial Planner

Financial Services Representative

Financial Advisor

Entry-Level Financial Representative

Financial Advisor

Financial Advisor

Financial Advisor Assistant

Financial Systems & Strategic Advisor

Financial Solutions Advisor - Ocean Market

Wealth Advisor - Brooklyn, NY

Fast Track Manager - Career Transition

New York Life Agent/Financial Advisor

Fast Track to Management

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