Financial Solutions Advisor - Bergen East Market

Job Description

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

• Work with clients to plan 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.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Monday – Friday and rotating Saturdays.

• Currently holds Series 7 and 66 licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• 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.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as CFP and/or CRPC.
• Obtained your insurance licenses.

High School Diploma / GED / Secondary School or equivalent.

• Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures, and Guidelines, Client Management, Causation Analysis, Written Communications.

1st shift (United States of America)

40

Pay range $65,000 - $80,000 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to help employees make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.