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Investment Consultant Jobs in New Jersey

11 jobs

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...
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...
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: Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameri...
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: ¿With the support and guidance of the Manager, Guidance Oversight & Due Diligence, the role of this position is to monitor, oversee and support the investment management process of the Guidance Portfolios. This role is responsible for interviewing and evaluating external managers, their investment asset allocation recommendations and their security recommendations. Various financial analysi...
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to l...
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client?s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to li...
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to li...