115 Results for

Certified Financial Planner Jobs in Jefferson, NJ

Jobs

NY30+ days ago

$115,000–$135,000 Per Year

p>RESPONSIBILITIES: Resident Financial Planners are intimately involved in all the following capacities:

Financial education and guidance (in both English & Spanish) - facilitate workshops, webcasts, 1 on 1s, and phone-based financial coaching using a proprietary methodology designed to help individuals change their financial habits and behaviors.
SUMMARY: At Financial Finesse, the pioneering and leading provider of unbiased workplace financial wellness programs in the country, we are passionate about our business mission to empower people to achieve financial independence, and we utilize thoughtful and innovative strategies to implement and expand our impact.

NY30+ days ago

Remote

$90,000–$130,000 Per Year

p>About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work.

NY30+ days ago

Remote

$100,000–$115,000 Per Year

li>Expertise in all major financial planning topics: budgeting, saving, and paying down debt; risk management, insurance, and employee benefits; investments; tax planning; retirement savings and income planning; estate planning.

We're hiring a Financial Planner to join our team of CFP professionals, working directly with Northstar members (employees of our employer clients) to provide client-first financial guidance via text-based chat and video calls.

New York, NY30+ days ago

$63,251.25–$121,200 Per Year

Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.

13 days ago

Remote

$115,000–$130,000 Per Year

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Bedminster, NJ30+ days ago

Full-time

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services.

Secaucus, NJ30+ days ago

$250–$1,000

Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.

Bedminster, NJ30+ days ago
$97,692–$127,000 Per Year
p>Department Overview: Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services.
There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women.

Bedminster, New Jersey17 days ago
$61,000–$250,000 Per Year
ul style="margin-bottom:0;margin-top:0">
Performance-based earnings and revenue¹:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities:
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

Florham Park, NJ20 days ago
$36.06–$40.87 Per Hour
Job expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

NY30+ days ago
Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e.
• Build relationships to create new clients via face-to-face and virtual sourcing strategies, e.g., residential business networking introductions and referrals, social media, and speaking engagements.

Secaucus, NJ30+ days ago
$250–$1,000

Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.

NY21 days ago
$250–$1,000
418463'',''true'',''418463'',''false'',''Submission for the position: Financial Professional - NY, New York (5249) - (Job Number: 260000BL)'',''false'',''418463'',''false'',''true'',''Financial Professional - NY, New York (5249)'',''260000BL'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.

NY30+ days ago
$55,250–$66,300 Per Year
Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications• Four-year college degree, or equivalent• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.•

NY30+ days ago
$250–$1,000
Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.\n \nWe are always seeking to attract top talent and expand our community of Financial Professionals.

New York, NY14 days ago
$36.06–$40.87 Per Hour
Responsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.

Livingston, NJ13 days ago
$70,000–$80,000 Per Year
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•

Jersey City, New Jersey30+ days ago
p style="text-align:inherit"/>
US - NJ - Englewood - 21 Park Pl - PALISADES/ENGLEWOOD BC (NJ6136), US - NJ - Fort Lee - 154 Main St - Fort Lee Main (NJ6180), US - NJ - Jersey City - 125 Town Square Pl - NEWPORT CENTER BC (NJ6193). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

South Plainfield, New Jersey30+ days ago
p style="text-align:inherit"/>
US - NJ - Berkeley Heights - 145 Snyder Ave - BERKELEY HEIGHTS BC (NJ6253), US - NJ - Clark - 1050 Raritan Rd - CLARK BC (NJ6252), US - NJ - Iselin - 655 US HIGHWAY 1 - WOODBRIDGE BC (NJ7191), US - NJ - Linden - 601 N WOOD AVE - WOOD AVENUE BC (NJ6245), US - NJ - Rahway - 1034 SAINT GEORGES AVE - RAHWAY BC (NJ6247), US - NJ - South Plainfield - 900 Oak Tree Ave - SOUTH PLAINFIELD BC (NJ7299). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Scotch Plains, New Jersey30+ days ago
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

Paramus, New Jersey30+ days ago
p style="text-align:inherit"/>
US - CT - Greenwich - 55 Railroad Ave - Plaza 55 (CT1010), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Florham Park - 500 Campus Dr - Morristown (NJ6520), US - NJ - Paramus - 115 W CENTURY RD - COUNTRY CLUB PLAZA (NJ2652), US - NY - Albany - 69 STATE ST (NY6100), US - NY - Buffalo - 10 FOUNTAIN PLZ (NY7101), US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - NY - Rochester - 75 S CLINTON AVE (NY7508), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Parsippany, NJ30+ days ago
li>If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank channels by meeting with high net worth clients.
Deliver a diversified set of brokerage, investment and insurance and advice-based solutions to meet the individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing experts in Financial Planning, Carriers, Wholesalers in Insurance and Managed Accounts.

Brooklyn, NY30+ days ago
$70,000–$80,000 Per Year
On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

Morristown, NJ30+ days ago
$70,000–$80,000 Per Year
On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

NJ14 days ago
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.
Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Morristown, New Jersey30+ days ago
li style="margin-bottom:11px">People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services. Top Accountabilities
Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs.

NY30+ days ago
$130,000–$150,000 Per Year
p>Responsibilities: • Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer's goals-based financial planning process • Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices • In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings • In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation • Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics • Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes • Build strong, trustworthy, value-driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning • Operate as a bridge to the various platforms that represent the firm's product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware.
Qualifications: Minimum of 7 years' experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies Bachelor's degree in business, finance, accounting or related field required Active CFP® financial professionals designation required FINRA Registration: Series 7 and 66 (or 63 and 65) required Active state life and health insurance license required Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software The ability and flexibility to travel, approx.

New York, NY30+ days ago
$75,000–$85,000 Per Year
The salary range for this role takes into account a wide range of factors considered in making compensation decisions including, but not limited to, skill sets, experience and training, licensure and certifications as well as other business and organizational needs. This role blends analytical media planning with strong account management, ensuring campaigns are thoughtfully designed, accurately executed, and aligned with client business objectives.

Morristown, New Jersey8 days ago
$108,680–$128,440 Per Year
Overview:
NV5 is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings & Program Management; and Geospatial Technology. This Supervising Planner position offers an opportunity to lead and manage projects related to Complete Streets, Vision Zero, transit access, greenways, streetscapes, park design, and community placemaking for municipalities, regional organizations, and state agencies throughout the northeast.

Morristown, NJ30+ days ago
Possession of a bachelor''s degree from an accredited college or university including or supplemented by twenty-one (21) semester hour credits in professional planning subjects such as the principles of land use planning, history of city planning, planning project design, and planning law and administration; and two (2) years of the above-mentioned professional experience. Six (6) years of professional experience in municipal, county, regional, or state planning including or supplemented by twenty-one (21) semester hour credits in professional planning subjects such as the principles of land use planning, history of city planning, planning project design, and planning law and administration.

12 days ago
Remote
$74,600–$124,700 Per Year
A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world's leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products. You will partner closely with actuarial, finance, operations, and IT teams to deliver accurate forecasts, maintain planning systems, and enable data-driven decision-making across the organization.

Morristown, NJ7 days ago
$108,680–$128,440 Per Year
p>The position includes a range of activities that support our planning practice, including:
Lead and manage project quality, financial, and schedule, on projects associated with multimodal, active transportation, and transit-friendly planning, transportation and safety studies, greenway plans, community engagement, visioning, and concept design plans.
NV5 is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings & Program Management; and Geospatial Technology.

NY30+ days ago
$125,000–$150,000 Per Year
If you're experienced in Linux, networking, configuration management, and working in fast-paced global teams, join us to tackle impactful challenges and deliver world-class infrastructure solutions. You'll drive the implementation of cutting-edge compute, storage, and network systems, troubleshoot complex issues, and optimize infrastructure using automation and a hands-on dev ops approach.

NY30+ days ago
$80,000–$90,000 Per Year
p>Back to search results Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market New York, New York; Brooklyn, New York; Staten Island, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Franklin Lakes, NJ30+ days ago
$120,300–$192,400 Per Year
Provide clear, proactive communication to internal stakeholders on backorder recovery, supply constraints, and expected product receipts; partner closely with Customer Service to support customer‑facing commitments. For most roles, we require a minimum of 4 days of in-office presence per week to maintain our culture of excellence and ensure smooth operations, while also recognizing the importance of flexibility and work-life balance.

Jersey City, NJ30+ days ago
The Wholesale Merchandise Planner is a key member of the planning, merchandising and sales organization, responsible for developing and executing seasonal buying strategies, managing open-to-buy and pre-season budgets, and identifying opportunities for optimizing inventory across channels. Primarily seated work at a desk or workstation, using a computer and office equipment for extended periods; may occasionally be required to stand, walk, or move within the office and between meeting spaces.

New York, NY22 days ago
$86,080.50–$168,622 Per Year
Family Advisory and Trusts is group of highly-credentialed, sales-focused professionals who provide sophisticated planning advice to clients on a wide range of advisory topics, including: cash flow planning for HNW and UHNW individuals, investors, and business owners; estate planning; sophisticated income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The ideal candidate will be a technical expert in financial planning, a skilled communicator, and a natural coach-someone who can inspire and guide bankers to build practices that "lead with planning" and deepen client relationships through thoughtful, personalized advice.

NY30+ days ago
p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.
We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

NY30+ days ago
Remote
$24.03–$26.44 Per Hour
p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.

Rockaway, New Jersey20 days ago
p style="text-align:inherit"/>
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies.

Warren, NJ12 days ago
$75,000–$300,000 Per Year
Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.

NY30+ days ago
$69,000–$100,000 Per Year
Through a unique service model focused on five Active Wealth practices Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
The Financial Advisor assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change.

Boonton, NJ14 days ago
Full-time
One Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. Backed by the strength and stability of OneAmerica Financial, One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.

Far Hills, New Jersey15 days ago
p>One Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses.
Backed by the strength and stability of OneAmerica Financial, One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.

NY30+ days ago
$80,000–$120,000 Per Year
p>Since 2000, the firm has delivered exceptional financial planning and wealth management services to high-net-worth clients nationwide, grounded in the values of honesty, integrity, empathy, professionalism, and proactive communication. Reporting directly to the Chief Investment Officer, this individual will play a pivotal role in investment research, portfolio construction, and client engagement, while also supporting business development initiatives.

Warren, NJ12 days ago
$60,000–$150,000 Per Year
Bachelor's degree in finance or business-related fields preferred but not required Excellent communication and interpersonal skills Ability to work independently and as part of a team Experience in the financial services industry is a plus but not required Series 6 or 7, 63 and 65, 66 preferred but not required A passion for helping athletes achieve their goals Experience working with college athletes is a plus. If you have a passion for helping athletes achieve their full potential and are looking to join a team of professionals dedicated to educating and empowering their clients, we would love to hear from you.

NJ30+ days ago
This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.
Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.

Brooklyn, NY30+ days ago
$57,720–$86,320 Per Year
You will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

Short Hills, NJ14 days ago
Full-time
One Legacy Financial Group helps individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. At One Legacy Financial Group, we provide experienced advisors with the support, flexibility, mentorship, and resources needed to build a thriving long-term business while helping clients pursue financial confidence.

Basking Ridge, New Jersey15 days ago
p>One Legacy Financial Group helps individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses.
At One Legacy Financial Group, we provide experienced advisors with the support, flexibility, mentorship, and resources needed to build a thriving long-term business while helping clients pursue financial confidence.

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Certified Financial Planner Jobs in Jefferson, NJ

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Certified Financial Planner Jobs in Jefferson, NJ

Certified Financial Planner - Bilingual Financial Finesse Inc

Certified Financial Planner - Tax Specialist LearnLux Inc

Financial Planner US Nayya Health, Inc

Financial Planner Flagstar Bank NA

Sr Financial Planner Wealth Enhancement Group LLC

Senior Wealth Planner Peapack Private Bank & Trust

Entry Level - Financial Advisor - NJ, Secaucus (3857) Equitable Financial Life Insurance Company

Senior Wealth Planner Peapack-gladstone Bank

Financial Advisor Northwestern Mutual

Merrill Financial Solutions Advisor (Partially Licensed) - Morristown Short Hills Market Bank of America Corp

Experienced Financial Advisor -- New York, NY Edward D Jones & Co LP

Financial Professional - NJ, Secaucus (5247) Equitable Financial Life Insurance Company

Financial Professional - NY, New York (5249) Equitable Financial Life Insurance Company

Financial Advisor Ameriprise Financial Inc

Financial Professional - NY, New York (5240) Equitable Financial Life Insurance Company

Merrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan Market Bank of America Corp

Financial Solutions Advisor - Livingston - Northfield Bank of America Corp

Financial Solutions Advisor - Bergen East Market Bank of America

Financial Solutions Advisor - Central NJ Market Bank of America

Financial Solutions Advisor - Scotch Plains Bank of America

Financial Solutions Advisor - Private Bank Office Bank of America

Affluent Market Senior Financial Advisor M&T Bank Corp

Financial Solutions Advisor - S Brooklyn/Staten Island Market Bank of America Corp

Financial Solutions Advisor - Northwest NJ Market Bank of America Corp

Personal Financial Counselor, Assignment Ready Counselor - New Jersey Magellan Health Inc

Financial Advisor Simon Quick Advisors

Financial Planning, Senior Director Oppenheimer Holdings Inc

Media Planner Cadent LLC

Supervising Planner NV5

Senior Planner - Planning and Preservation MOUNT MORRIS, CITY OF

Senior Demand Planner Assurant Inc

Supervising Planner NV5 Global Inc

HPC Infrastructure Planner Lead Jump Trading, LLC

Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market Bank of America Corp

Senior Network Planner Becton Dickinson and Co

Wholesale Merchandise Planner Fair Harbor

Financial Planning Lead Flagstar Bank NA

Financial Advisor First Command Financial Services, Inc.

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Financial Advisor - PNC Wealth Management PNC Bank

Competencies.

Senior Financial Advisor MassMutual - NJ/NYC

Vice President, Financial Advisor The Bank of New York Mellon Corp

Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLC

Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter

Financial Advisor and Portfolio Management Avery Partners, LLC

Financial Advisor - Team Durr MassMutual - NJ/NYC

Claims Examiner II, Lawyers and Financial Advisors Markel Group Inc

Financial Advisor Trainee-Bensonhurst, Brooklyn The Toronto-Dominion Bank

Experienced Financial Advisor Career Headhunter LLC

Experienced Financial Advisor Career Headhunter

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