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Client advisor • paterson nj

[last_updated.last_updated_variable_days]
  • [promoted]
Financial Advisor

Financial Advisor

Ameriprise FinancialSaddle Brook, NJ, US
[job_card.full_time]
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...[show_more][last_updated.last_updated_30]
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Client Advisor, Business Insurance

Client Advisor, Business Insurance

New Jersey StaffingSaddle Brook, NJ, US
[job_card.full_time]
Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful w...[show_more][last_updated.last_updated_variable_days]
Client Advisor - Garden State Plaza

Client Advisor - Garden State Plaza

Gap Inc.Paramus, NJ, United States
[job_card.full_time]
As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a t...[show_more][last_updated.last_updated_30]
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Client Advisor - Riverside

Client Advisor - Riverside

Tiffany & Co.Hackensack, NJ, US
[job_card.full_time]
We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex...[show_more][last_updated.last_updated_30]
Client Advisor, Business Insurance

Client Advisor, Business Insurance

US012 Marsh & McLennan Agency LLCPehle,Saddle Brook
[job_card.full_time]
Client Advisor, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. The industry’s brightest talent drive ...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Financial Advisor

Financial Advisor

Lee Nolan & Koroghlian LLCSaddle Brook, NJ, United States
[job_card.full_time]
At Lee, Nolan, and Koroghlian we have a strong intrinsic need for safety and security.It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms t...[show_more][last_updated.last_updated_variable_days]
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Client Advisor

Client Advisor

Lincoln of WayneWayne, NJ, US
[job_card.full_time]
Lincoln of Wayne is looking to hire a full-time.As part of a family owned and operated luxury auto dealer in business since 1962, we are committed to providing an unmatched automotive buying and se...[show_more][last_updated.last_updated_30]
Retail Lead Client Advisor (Luxury Retail)

Retail Lead Client Advisor (Luxury Retail)

ACCUR Recruiting ServicesEast Rutherford, NJ, United States
[job_card.full_time]
Our client is a luxury brand that embodies the essence of high fashion and excellence.With a commitment to redefining luxury, they create products that are synonymous with sophistication and innova...[show_more][last_updated.last_updated_30]
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Financial Advisor

Financial Advisor

Traphagen CPAs & Wealth AdvisorsOradell, NJ, United States
[job_card.full_time]
Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of th...[show_more][last_updated.last_updated_30]
Client Growth Advisor

Client Growth Advisor

VirtualVocationsPaterson, New Jersey, United States
[job_card.full_time]
A company is looking for a Client Growth Advisor responsible for managing client relationships and ensuring customer satisfaction. Key Responsibilities Retain client accounts through effective cam...[show_more][last_updated.last_updated_variable_days]
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Client Advisor - Garden State Plaza

Client Advisor - Garden State Plaza

GapParamus, NJ, US
[job_card.full_time]
Client Advisor - Garden State Plaza.Full time 1 Garden State Plaza, Space L1-2, Paramus, NJ, US 07652.As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhan...[show_more][last_updated.last_updated_30]
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Financial Advisor - Private Client Group

Financial Advisor - Private Client Group

TruistParamus, NJ, US
[job_card.full_time] +2
The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...[show_more][last_updated.last_updated_30]
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Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockNutley, NJ, US
[job_card.full_time]
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We believe in a ...[show_more][last_updated.last_updated_30]
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Admissions Advisor

Admissions Advisor

Fortis InstituteWayne, NJ, US
[job_card.full_time]
Fortis Institute, in Wayne, NJ, is seeking an energetic, highly motivated, bi-lingual person to join our Admissions Team. If you enjoy working in a fast-paced environment, we have a great career opp...[show_more][last_updated.last_updated_30]
Client Advisor, EA Bloomingdale's Bergen County

Client Advisor, EA Bloomingdale's Bergen County

Armani GroupHackensack NJ
[job_card.full_time]
Client Advisor | Emporio Armani Women’s Bloomingdale’s Bergen County | Full-Time.As an associate with Giorgio Armani Corporation, you will be part of a. As a Client Advisor you will assist in the ex...[show_more][last_updated.last_updated_30]
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Private Client Advisor II

Private Client Advisor II

Bank of AmericaParamus, NJ, US
[job_card.full_time]
Bank Of America Private Bank Client Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Res...[show_more][last_updated.last_updated_30]
Client Advisor, Business Insurance

Client Advisor, Business Insurance

Marsh LLCSaddle Brook, NJ, United States
[job_card.full_time]
Client Advisor, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. The industry’s brightest talent drive ...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Advisor, Business Insurance

Client Advisor, Business Insurance

Marsh McLennanSaddle Brook, NJ, US
[job_card.full_time]
Commercial Lines Client Advisor.Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people. The industry's brightest talent drive our...[show_more][last_updated.last_updated_variable_days]
Contemporary Client Advisor - Paramus

Contemporary Client Advisor - Paramus

Neiman Marcus GroupParamus, New Jersey, US
[job_card.full_time]
Contemporary Client Advisor - Paramus-().Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities.Our le...[show_more][last_updated.last_updated_30]
Financial Advisor

Financial Advisor

Ameriprise FinancialSaddle Brook, NJ, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Financial Advisor

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Key Responsibilities

  • Attend and engage in coaching and training led by the leadership team and established advisors.
  • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
  • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
  • Schedule and conduct financial planning and advice meetings with clients and client prospects.
  • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
  • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
  • Build a book of business as a stand-alone Ameriprise Financial advisor.
  • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
  • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.

Required Qualifications

  • 3+ years of work experience with a proven track record of success.
  • Have a network of personal and professional contacts within the local area that you may engage for referrals.
  • Showcase a background in building strong relationships and delivering superior client service.
  • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
  • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
  • Ability to obtain required licenses within 150 days of hire :
  • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
  • State Securities (Series 63 or Series 66)
  • State IAR (Series 65 or Series 66)
  • State Life, Health Insurance and Variable Products lines
  • Preferred Qualifications

  • Four-year college degree, or equivalent
  • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
  • Willingness and desire to be part of a coaching relationship and peer learning environment.
  • 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 educators.
  • About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

    The estimated base salary for this role is $50,300 - $60,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and / or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

    Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

    Full time

    Non-Exempt

    Sales

    AAG Ameriprise Advisor Group