32 banking advisor jobs at 11 companies in Ewing, NJ
4w
Save
Mark Applied
Hide
Banking Advisor III - PNC Private Bank
Philadelphia, Pennsylvania, United States
OnsiteFull Time
5+ YOEManage and grow a book of private bank clients, provide credit and cash management advice, support high-net-worth clients, and mentor junior team members; typically requires a bachelor\u000and 5+ years of relevant experience.
3w
Save
Mark Applied
Hide
Wealth Advisor - Whiting, NJ
Whiting, New Jersey, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7 and 63/65 (or 66), life/health/variable insurance license within 60 days, minimum 2 years financial advisor experience, track record in new business development, team banking experience; bachelor’s preferred.
1w
Save
Mark Applied
Hide
Financial Advisor
Pottstown, Pennsylvania, United States
OnsiteFull Time
3+ YOE3+ years wealth management experience (or 7 years bank/CU), high school required (college preferred); Series 7, Series 63, state insurance license required; Series 65 within 90 days; clear CRD; strong client service and regulatory compliance skills.
Redtail, Microsoft Excel, Microsoft Word, EMoney, Money Guide Pro, RegEd
1mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Fort Washington, Pennsylvania, United States
OnsiteFull Time
Active FINRA Series 7, 63, and 65/66 licenses; experience in financial advisory, banking, insurance, or investment sales preferred; strong relationship-building and consultative sales skills.
18h
Save
Mark Applied
Hide
VP/Financial Advisor - Springfield
Springfield or Caldwell or Basking Ridge or Bernardsville or Millington
$45k-$88k/yr FieldFull Time
5+ YOERequires 5+ years in banking or financial institutions, FINRA Series 7, 63 and 66 or 65, state insurance license, investment sales success, retail investment expertise, and strong communication skills.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Outlook
2w
Save
Mark Applied
Hide
Associate Financial Advisor
Parsippany, New Jersey, United States
$60k-$120k/yr HybridFull Time
1+ YOEFINRA Series licenses preferred, state life & health license required/obtainable within 30 days, 1–3 years client-facing experience in banking/insurance, strong coachability and communication.
1mo
Save
Mark Applied
Hide
Business Solutions Advisor - Lionville Crossroads Square Financial Center - Exton, PA
Exton, Pennsylvania, United States
OnsiteFull Time
Client-facing advisor with B2B/small business sales experience, proven sales track record, strong communication and customer service skills, outbound phone sales experience, and ability to analyze client needs and recommend banking solutions.
2w
Save
Mark Applied
Hide
Associate Wealth Advisor
Doylestown, Pennsylvania, United States
OnsiteFull Time
0+ YOEBachelor's preferred; 0-2 years banking/wealth experience or equivalent; must obtain FINRA Series 7 & 66 within 6 months and state life & health licenses within 1 year; strong communication, sales, and relationship skills.
1w
Save
Mark Applied
Hide
Business Solutions Advisor - New Jersey/Philly Market
Philadelphia, Pennsylvania, United States
OnsiteFull Time
1+ YOE1+ year sales or banking experience, strong communication and customer service skills, proven sales track record, ability to analyze client needs and recommend banking solutions.
2mo
Save
Mark Applied
Hide
Financial Advisor - Flagstar Bank
Sayreville, New Jersey, United States
OnsiteFull Time
3+ YOESeries 7 and 66 required; Insurance license; 3+ years investment sales experience.
2mo
Save
Mark Applied
Hide
Financial Advisor - Flagstar Bank
Sayreville, New Jersey, United States
$60k-$120k/yr OnsiteFull Time
3+ YOESeries 7 and 66 required; Insurance license; 3+ years investment sales experience.
Investment Platform, Financial Advisory Software, Third-Party Product Sponsors
1mo
Save
Mark Applied
Hide
Senior Home Lending Advisor - Westfield NJ
Westfield, New Jersey, United States
$16/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending/retail banking sales experience, knowledge of FHA/VA/FNMA/FHLMC, strong communication, NMLS registration required, intermediate PC/Windows skills.
NMLS, Windows, Chase.com
Explore Jobs