Financial Advisor Jobs in Middletown, NJ (824)
Financial Advisor - Centralized, Freehold, NJ
Santander Holdings USA
Freehold, NJ
New
$56.3k - $102.5k / year
Financial Advisor's Coordinator
Lead Advisor
New York, NY
New
AVP, Operations
Selby Jennings
New York, NY
New
Remote Certified Financial Planner
TalentWealth
🌎 Remote
New
Remote
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
New
Remote
Financial Solutions Advisor - Consumer Investments - Middletown Financial Center
Bank of America
Middletown, NJ
Diversity Leader
Eco-Friendly
‌
Merrill Financial Solutions Advisor - SD Financial Center
Bank of America
Staten Island, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Merrill Experienced Financial Advisor
Bank of America
New York, NY
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Advisor Development Program - Financial Solutions Advisor Trainee: New Brunswick-Livingston Financial Center
Bank of America
New Brunswick, NJ
Diversity Leader
Eco-Friendly
‌
Private Client Financial Advisor - Freehold, NJ
Citizens
Freehold, NJ
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Financial Advisor - Hybrid (Brooklyn, Queens, Long Island)
Citizens
Staten Island, NY
Hybrid
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Midwood Financial Center
Bank of America
Brooklyn, NY
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Aid Advisor (Two Vacancies)
CUNY
New York, NY
New
Part-Time
Flexible Schedule
$51.8k - $57.5k / year
‌
Financial Aid Advisor – Multiple Positions (Office of Financial Aid, Division of Student Affairs)
CUNY
New York, NY
New
Part-Time
Flexible Schedule
$44.4k - $51.8k / year
‌
Senior Wealth Advisor SAFE Act - Forest Hills / Queens
Citigroup
New York, NY
Dental Insurance
$70k / year
‌
Wealth Strategy Principal Consultant
Capco, a Wipro
New York, NY
Dental Insurance
Vision Insurance
Education
$151k / year
‌
Strategy Senior Consultant
Capco, a Wipro
New York, NY
Dental Insurance
Vision Insurance
Education
$111k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
New York, NY
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
New York, NY
Diversity Leader
$85k - $193.4k / year
‌
Financial Consultant
Banco Popular Puerto Rico
New York, NY
Health Insurance
$62.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
New York, NY
Diversity Leader
$119.5k - $272.1k / year
‌
Business Development Specialist (Hybrid)
City National Bank
New York, NY
Hybrid
$71.8k - $114.7k / year
‌
Relationship Manager
Bank of America
New York, NY
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Wealth Management Client Associate
Bank of America
East Brunswick, NJ
Diversity Leader
Eco-Friendly
‌
Principal Consultant - Wealth & Asset Management
Capco, a Wipro
New York, NY
Dental Insurance
Vision Insurance
Education
$141k / year
‌
New Accounts Analyst
City National Bank
New York, NY
Hourly
$24.46 - $36.69 / hour
‌
Trust Officer - Special Needs Trust
City National Bank
New York, NY
$91.1k / year
‌
Oracle Cloud Financial Consultant
Accenture
New York, NY
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Citi Wealth at Work - Financial Planner - Dir
Citigroup
New York, NY
Dental Insurance
$170k - $300k / year
‌
Vice President, USWA SMA and Options Marketer
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$125k - $173.5k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
New
Remote
Diversity Leader
PTO
Education
‌
CSI Investment Assistant II
Citizens
Perth Amboy, NJ
New
Hourly
Dental Insurance
Vision Insurance
$28.85 - $32.21 / hour
‌
HYBRID- Accounting Associate/HNW Family office
Jobot
New York, NY
New
Hybrid
Hospitality
$60k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Middletown Financial Center
Bank of America
Middletown, NJ
Diversity Leader
Eco-Friendly
Job Description
Working as a Financial Advisor in Middletown, NJ
There are 824 Financial Advisor opportunities available in Middletown, NJ all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Middletown, NJ
Financial Advisors in Middletown, NJ Resume Data
Average Experience for Financial Advisors in Middletown, NJ
- More than 10 years: 51%
- 6-10 years: 27%
- 3-5 years: 16%
- 1-2 years: 3%
- Less than 1 year: 3%
Educational Background for Financial Advisors in Middletown, NJ
- Bachelors: 61%
- Masters: 23%
- Diploma: 10%
- Associates: 5%
- Doctorate: 1%
Top Skill for Financial Advisors in Middletown, NJ
- Customer focus & orientation: 20%
- Sales skills: 18%
- Work style: Reliability: 12%
- Attention to detail: 11%
- Customer service: 8%
- Spreadsheets with Microsoft Excel: 8%
- Administrative assistant/receptionist: 7%
- Management & leadership skills: Impact & influence: 6%
- Management & leadership skills: Planning & execution: 5%
- Verbal communication: 5%
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