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Investment Consultant Jobs in New Jersey

15 jobs

Education and Experience 2 or more years in financial services with an emphasis on customer service/sales Skills and Knowledge Series 7 & 63 required prior to hire Series 65 must be obtained within 3 months of hire unless already has the 66 combo Insurance Licenses required (or to be obtained within 6 months of hire) Sales skills including product knowledge, presenting multiple options and p...
To qualify, you must have\: At least 2 years’ experience in financial services, with an emphasis on customer service/sales FINRA Series 7 and 63 required, 66 to be obtained within first 90 days of hire Insurance licenses to be obtained within 6 months of hire CFP preferred PC skills and system knowledge Fidelity focuses on making our financial expertise broadly accessible and effective in he...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance,...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, includingone-on-one investment guidance, ...
Your ability to forge strong relationships is as instinctive as your passion for success. You’re a natural-born winner. But you know there’s nothing natural about working in an environment that coldly pits everyone against each other in a dour, survival-of-the-fittest race for results. You’re an ambitious team player and you know what you can achieve in a team that pools its resources, draws str...
JOB DESCRIPTION The main purpose of this position is to provide exceptional client experiences that focus on meeting stated needs as well as uncovering unstated needs and providing appropriate solutions. This is accomplished through needs-based conversations that position Scottrade as a total solutions provider while preserving our award winning service reputation. The branch is a performance dri...
Role: The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with peers, bu...
Role: The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with peers, bu...
Auto req ID 250722BR Position Title Financial Specialist I (FMLO) Line of Business PNC Investment Group Position City NJ - Madison Location(s) NJ - Madison Building Location Code NJ040 - Madison Job Type Regular Job Status Full Time Position Overview As a Licensed Financial Specialist with PNC, you will play a key role in PNC's strategy to help our client's achieve their financial well-bei...
Auto req ID 250721BR Position Title Financial Specialist I (FMLO) Line of Business PNC Investment Group Position City NJ - Randolph Township Location(s) NJ - Randolph Township Building Location Code NJ293 - Randolph Job Type Regular Job Status Full Time Position Overview As a Licensed Financial Specialist with PNC, you will play a key role in PNC's strategy to help our client's achieve th...
Mercer is a global consulting leader in talent, health, retirement, and investments. Mercer helps clients around the world advance the health, wealth, and performance of their most vital asset – their people. If you thrive on challenge, are passionate about delivering quality service, love solving problems, and truly enjoy connecting with people, we encourage you to explore the many job opportunit...
Auto req ID 248897BR Position Title Financial Specialist I (FMLO) Line of Business PNC Investment Group Position City NJ - Closter Location(s) NJ - Closter Building Location Code NJ076 - Closter Plaza Job Type Regular Job Status Full Time Position Overview As a Licensed Financial Specialist with PNC, you will play a key role in PNC's strategy to help our client's achieve their financial we...
Auto req ID 244405BR Position Title Financial Specialist I (FMLO) Line of Business PNC Investment Group Position City NJ - Cherry Hill Location(s) NJ - Cherry Hill Building Location Code NJ115 - Kings Highway Job Type Regular Job Status Full Time Position Overview As a Licensed Financial Specialist with PNC, you will play a key role in PNC's strategy to help our client's achieve their fina...
Auto req ID 242360BR Position Title Financial Specialist I (FMLO) Line of Business PNC Investment Group Position City NJ - Voorhees Location(s) NJ - Voorhees Building Location Code NJ123 - Voorhees Job Type Regular Job Status Full Time Position Overview As a Licensed Financial Specialist with PNC, you will play a key role in PNC's strategy to help our client's achieve their financial well-...
Auto req ID 233609BR Position Title Financial Specialist I (FMLO) Line of Business PNC Investment Group Position City NJ - West Paterson Location(s) NJ - West Paterson Building Location Code NJ326 - West Paterson Job Type Regular Job Status Full Time Position Overview As a Licensed Financial Specialist with PNC, you will play a key role in PNC's strategy to help our client's achieve their ...