Columbia Bank New Jersey
Financial Advisor - Northern New Jersey
Columbia Bank New Jersey, Fair Lawn, New Jersey, us, 07410
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Financial Advisor - Northern New Jersey
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Columbia Bank New Jersey 5 months ago Be among the first 25 applicants Join to apply for the
Financial Advisor - Northern New Jersey
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Columbia Bank New Jersey Columbia Bank New Jersey provided pay range
This range is provided by Columbia Bank New Jersey. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$55,000.00/yr - $55,000.00/yr Direct message the job poster from Columbia Bank New Jersey Senior Talent Acquisition Specialist | Columbia Bank | Solution Oriented | Seasoned | Relationship Builder
SUMMARY : Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the Bank’s consumer and business customers. Assesses the customer’s investment portfolio, and financial objectives, and provides guidance to the customer on successfully achieving those objectives.
Job Description:
Meet with customers to review their existing financial situation and to establish the client planner relationship. Develops and presents recommendations and alternatives to meet the client’s needs for: Retirement Planning, Tax Management, Business Continuity/Succession, Estate Planning, Education Funding, Life Insurance, etc. Implement and monitor these recommendations to meet the client’s needs over time. Assesses the client’s investment portfolio. Recommends an asset allocation and specific plan to meet established objectives. Executes an investment strategy suggesting specific investments and insurance products, for client approval, including: separately managed investment accounts, Mutual Funds, Annuities, Equities, Fixed Income Investments, Corporate and Tax Exempt Bonds, and Life Insurance. Interacts with all departments of the Bank, providing products and services to business and consumer customers, in order to generate referrals from these departments. Provides feedback to referring individuals and departments on the status of the referral. Maintains an ongoing client relationship by conducting periodic reviews with each client on a scheduled and “as needed” basis. Generates additional referrals from personal networking, seminars, and presentations to community groups. Keeps abreast of new planning tools, products and resources, changing regulations and professional standards, including continuing education requirements.
Job Requirements:
3-5 years of experience in a Financial Advisor position; A Bachelor’s degree in Business, Economics or Accounting is preferred; Licenses must be current and in good standing: FINRA 7, 65/66, and a State Life/Health Insurance License is required; CFP if applicable. The ability to work independently; make decisions, and able to work effectively under pressure; The ability to deal effectively and professionally with clients and potential clients; Experience and skill in selling financial products and services; Able to collaborate with all levels of Bank personnel; Excellent verbal and written communication skills and good computer skills; Excellent organizational, follow-up and time management skills. Professional appearance and demeanor.
Columbia Bank offers the following benefits:
Medical, Dental, Vision and Rx which are contributory. Bonus programs. Employee Stock Option Program (ESOP). Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D). Paid Time Off (PTO) which includes Personal and Vacation Time. Paid Sick Time. Bank Holidays. Employees may participate in the 401k program.
Salary:
This role has a base salary with commissions and no draw.
Schedule:
This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need.
Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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Financial Advisor - Northern New Jersey
role at
Columbia Bank New Jersey 5 months ago Be among the first 25 applicants Join to apply for the
Financial Advisor - Northern New Jersey
role at
Columbia Bank New Jersey Columbia Bank New Jersey provided pay range
This range is provided by Columbia Bank New Jersey. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$55,000.00/yr - $55,000.00/yr Direct message the job poster from Columbia Bank New Jersey Senior Talent Acquisition Specialist | Columbia Bank | Solution Oriented | Seasoned | Relationship Builder
SUMMARY : Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the Bank’s consumer and business customers. Assesses the customer’s investment portfolio, and financial objectives, and provides guidance to the customer on successfully achieving those objectives.
Job Description:
Meet with customers to review their existing financial situation and to establish the client planner relationship. Develops and presents recommendations and alternatives to meet the client’s needs for: Retirement Planning, Tax Management, Business Continuity/Succession, Estate Planning, Education Funding, Life Insurance, etc. Implement and monitor these recommendations to meet the client’s needs over time. Assesses the client’s investment portfolio. Recommends an asset allocation and specific plan to meet established objectives. Executes an investment strategy suggesting specific investments and insurance products, for client approval, including: separately managed investment accounts, Mutual Funds, Annuities, Equities, Fixed Income Investments, Corporate and Tax Exempt Bonds, and Life Insurance. Interacts with all departments of the Bank, providing products and services to business and consumer customers, in order to generate referrals from these departments. Provides feedback to referring individuals and departments on the status of the referral. Maintains an ongoing client relationship by conducting periodic reviews with each client on a scheduled and “as needed” basis. Generates additional referrals from personal networking, seminars, and presentations to community groups. Keeps abreast of new planning tools, products and resources, changing regulations and professional standards, including continuing education requirements.
Job Requirements:
3-5 years of experience in a Financial Advisor position; A Bachelor’s degree in Business, Economics or Accounting is preferred; Licenses must be current and in good standing: FINRA 7, 65/66, and a State Life/Health Insurance License is required; CFP if applicable. The ability to work independently; make decisions, and able to work effectively under pressure; The ability to deal effectively and professionally with clients and potential clients; Experience and skill in selling financial products and services; Able to collaborate with all levels of Bank personnel; Excellent verbal and written communication skills and good computer skills; Excellent organizational, follow-up and time management skills. Professional appearance and demeanor.
Columbia Bank offers the following benefits:
Medical, Dental, Vision and Rx which are contributory. Bonus programs. Employee Stock Option Program (ESOP). Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D). Paid Time Off (PTO) which includes Personal and Vacation Time. Paid Sick Time. Bank Holidays. Employees may participate in the 401k program.
Salary:
This role has a base salary with commissions and no draw.
Schedule:
This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need.
Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Columbia Bank New Jersey by 2x Get notified about new Financial Advisor jobs in
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New York, NY $200,000.00-$250,000.00 2 weeks ago Brooklyn, NY $80,000.00-$100,000.00 1 month ago New York, NY $200,000.00-$250,000.00 4 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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