Top 3193 Wealth management client service representative Jobs

Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply
Certified Financial Services, LLC —Paramus, NJ
- $2,000 - $4,000 a month
- Full-time
- Sales
- Financial services
- In-person
- Health insurance
- Dental insurance
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Financial Advisor
Caliber Wealth Management —Overland Park, KS
- $55,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Marketing
- Health insurance
- Dental insurance
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Attorney - Estate Planning, Probate & Tax
Brothers Henderson Durkin, P.S. —Seattle, WA
- $150,000 - $300,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Analysis skills
- Disability insurance
- Health insurance
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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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Financial Advisor
Northwestern Mutual —Bismarck, ND
- $61,000 - $119,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Sales Advisor
Dorner District - Northwestern Mutual —Bloomington, IL
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
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Financial Advisor
Northwestern Mutual —Fargo, ND
- $61,000 - $119,000 a year
- Choose your own hours
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
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Associate Wealth Advisor
Yuma & Imperial Valley Wealth Management —El Centro, CA
- From $50,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- 401(k)
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Financial Advisor
Disbennett Wealth Management Group —Carroll, OH
- $50,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Dickinson, ND
- $61,000 - $119,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual - The Beer Financial Group —Santa Monica, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Lab Project Coordinator
SGS —Appleton, WI
- $21 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Basic math
- Health insurance
- Dental insurance
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Financial Representative
Northwestern Mutual —Wausau, WI
- $70,000 - $115,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Delafield, WI
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
13d
Financial Advisor
New York Life —Glendale, CA
- $55,000.00 - $126,775.01 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Business Development Manager – Real Estate Investments
Top Talent Consulting —Mesa, AZ
- $75,000 - $130,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Quick Apply
6d
Property Manager - Residential
East LA Community Corporation —Los Angeles, CA
- $70,304 - $74,880 a year
- Weekends as needed
- Microsoft Word
- Spanish
- Microsoft Excel
- Disability insurance
- Health insurance
Quick Apply
B2B Account Executive
Wholesale Payments Inc. —Maryland
- $80,000 - $150,000 a year
- Full-time
- Hospitality
- US work authorization
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Dental Project Manager
Benco Dental —Richmond, VA
- Full-time
- Hybrid work
- Mid-level
- Travel
- Experience equivalent to degree accepted
11d
Financial Advisor
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $68,640 - $120,555 a year
- Full-time
- Hybrid work
- Background check
- US work authorization
- Entry level
- Disability insurance
- Health insurance
Quick Apply

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Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply

Certified Financial Services, LLC -
Paramus, NJ

Quick Apply

Job Details

Full-time
$2,000 - $4,000 a month

Benefits

Health insurance
Dental insurance
401(k)
Financial planning services
Career development plan
Vision insurance
401(k) matching
Employee discount
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Financial planning
Teamwork
Sales
Financial services
Marketing

Full Job Description

Financial Representative Summer Associate Career Launch to Advisor path

Gain entrepreneurial skills and a foundation for a rewarding career.

You won’t be pushing pencils here. This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future.

For the right person, a career as a Financial Representative with Certified Financial Services and The Guardian Network allows you to experience entrepreneurship with support and make a difference in peoples’ lives while achieving your own professional and financial goals.

Through our summer associate program, you’ll be doing the day-to-day work of a financial professional, with guidance and mentorship in developing the skills necessary to build a thriving business. Plus, you’ll have a foundation that allows for a fast start should you decide to pursue this path full-time. Take advantage of the “head-start” to building a practice once contracted as a Financial Representative.

You are…

· A self‐motivated individual with a confident personality, high integrity, and a strong desire to succeed

· Passionate about cultivating long-term relationships to help others reach their goals

· Ambitious, entrepreneurial, and looking for career growth and development

Once you pass your state licensing exam, you’ll be…

· Learning about: marketing, client prospecting techniques, the sales cycle, product offerings, team building and collaborative practices, time management, and more

· Working directly with peers and mentors on “real world” cases, preparing illustrations for prospects or existing clients; earning commissions on sales

· Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create plans with appropriate strategies, products, and services

. Gain insight into how financial professionals work with individuals and families to discuss financial goals and strategies.

· Developing and maintaining a base of clients who value your input and guidance

. Learn the fundamentals of client acquisition and how successful advisors grow their practices.

. Have the opportunity to “try out” a career in financial services, mentored by experienced financial representatives, wealth managers, and financial advisors.

What we provide…

· Development, mentorship, and training—locally, virtually, and nationally—providing you with all the knowledge and information you need to build your practice with us

. An immersive program designed for career and skill development. Opportunity to transition from a Summer Associate to a Financial Representative/Financial Advisor.

. Licensing opportunities, including Life, Accident & Health License, as well as Securities Licenses (SIE/Series 7/Series 66)

Benefits...

· This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future and allows you to earn commissions on sales you make throughout your internship

· A realistic understanding of the full-time Financial Representative career along with the opportunity to “try out” a career in financial services, mentored by experienced financial planners

. Prep for Series 7 and Series 66

. Sponsorship for Life and Health insurance exams

Requirements…

· Pass state licensing exam

· Must be graduating in May 2026 or have graduated since 2024.

· Must be willing to commute to Paramus, NJ or Farmington, CT

Who we are:

CFS offers a unique and rewarding career in financial services to highly motivated entrepreneurs, recent college graduates, people experienced in other careers, as well as financial professionals looking to offer more holistic financial planning opportunities to their clients. We understand that each member of this community has important goals - some financial, others personal - and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing "what's possible" and take you all the way to "it's happening, and I know I'm prepared." Protecting our families, planning for the future, and having the confidence to know that no matter what life may have in store, we are prepared.

We offer a collaborative environment, robust training programs, and the opportunity to create a meaningful impact in your clients’ lives. Whether you are looking to grow your career or are new to the financial services industry, CFS provides the tools and support to help you succeed.

With Certified Financial Service’s proven professional development process, you have the opportunity to grow into a successful financial professional. We provide the required resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step towards a career with CFS and unlock your full potential today!

Certified Financial Services is an Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774

Pay: $2,000.00 - $4,000.00 per month

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Financial planning services
Flexible schedule
Health insurance
Life insurance
Referral program
Retirement plan
Vision insurance

Ability to Commute:

Paramus, NJ 07652 (Required)

Work Location: In person

Quick Apply

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wealth management client service representative jobs

Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply

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Business Development Manager – Real Estate Investments

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