Columbia Bank New Jersey · 1 day ago
Financial Advisor - Northern New Jersey
Fair Lawn, NJ
Full-time
Hybrid
Mid Level
$55K/yr - $55K/yr
3+ years expColumbia Bank New Jersey is seeking a Financial Advisor to provide financial advice, planning, and investment management to its consumer and business customers. The role involves assessing clients' financial situations, developing tailored investment strategies, and maintaining ongoing client relationships to meet their financial objectives.
BankingFinancial ServicesMortgage
Responsibilities
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
Qualification
Required
3-5 years of experience in a Financial Advisor position
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
Preferred
A Bachelor's degree in Business, Economics or Accounting is preferred
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.
Company
Columbia Bank New Jersey
Columbia Bank New Jersey is a bank that offers home mortgages and home equity loan services in New Jersey.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2018-04-23IPO
Leadership Team
Matthew Smith
Senior Executive Vice President, Chief Operating Officer
P
Peter Michelotti
Vice President
Recent News
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