Finance Advisor Jobs in Franklin, NJ

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  • Strategic Financial Advisor

    C&A Financial Group 3.1company rating

    Finance Advisor Job 70 miles from Franklin

    Our advisors are known as Cash Flow Strategists to our clients. A Cash Flow Strategist with our organization has an incredible opportunity to have both time and money freedom in their career. This results-based career is an excellent opportunity for the entrepreneurial-spirited person who enjoys connecting with and helping people. You have the opportunity to build long-term, meaningful relationships with your clients, as you help them financially plan for their biggest life events and goals. We offer extensive training on all aspects of our career; marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies. We also utilize a mentorship program to help college graduates, career changers, and experienced advisors quickly learn our philosophy and client process. At C&A Financial Group we are looking for a very specific individual to be an asset to our organization. This career would be a perfect fit for someone who is: Goal/Results Motivated Very social and outgoing Financially Oriented Trustworthy Self-disciplined Excellent at public speaking Strong with multi-tasking Excited by challenges A natural leader and teacher AND Wants to: Have an impactful career Build meaningful relationships Control their future Be an entrepreneur and have their own business Continue learning throughout their career Have a great work-life balance Have unlimited income potential
    $89k-157k yearly est. 17d ago
  • Financial Advisor

    Prudential Financial 4.8company rating

    Finance Advisor Job 38 miles from Franklin

    Prudential Advisors is looking for an experienced financial professional in the central NJ area that is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open architecture platform for client solutions Our competitive payouts (Both Standard and 1099 Contacts) Our practice building support. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with Prudential's exceptional referral programs Access to 20 different types of lead programs The opportunity to create client solutions without proprietary products sales requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. Transition support Practice Building programs We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today! Requirements: Series 6 and 63 required. Series 7 and 66 (63/65) preferred Insurance license required Two or more years of industry experience If you are interested to learn more call me at ************ or email me at ****************************. If you know someone that may be interested, feel free to forward my message to them. Thank you!
    $66k-119k yearly est. 16d ago
  • Financial Advisor

    Adaptive Financial Solutions, a Private Wealth Advisory Practice of Ameriprise Financial Services

    Finance Advisor Job 52 miles from Franklin

    We are an Independent Financial Planning & Wealth Advisory practice of Ameriprise Financial LLC seeking a Financial Advisor to join our team. You can step into a supportive environment to help you continue to build a practice as part of a successful and experienced team with systems, support, processes and strong brand presence. Our culture is clients first with an emphasis around financial planning and advice. We are looking for people who possess a service mentality, strong communication skills, entrepreneurial mindset and wants to deliver a premium client service experience. Qualifications for the Financial Advisor: Has the following licenses: Series 7, Series 66 (or Series 63 + 65), Life and Health Minimum of 5-10 years of experience in financial services is required Financial designation preferred, not required (CFP, APMA, CIMA, CFA, CHFC) Existing book of business preferred, not required Sales experience is a plus Proven ability to meet with clients and present planning strategies Demonstrated the ability to source prospective clients Highest level of interpersonal skills Readiness to take initiative in business development Entrepreneurial perspective and desire to build a business Ability to recommend suitable investment products and services Success at planning and managing resources (time, people, budget) to run optimal practice Responsibilities for the Financial Advisor: Servicing existing client base Focus on growing their own client base by participating in the existing marketing plan and events Provide financial advice Analyzing and recommending changes to portfolios Review investment plans and present to clients Implementing solutions Manage a prospect pipeline using a CRM Create client acquisition plan and meet goals Compensation and Benefits: $90,000 to $120,000 starting base salary. Ability for higher starting base commensurate with experience and size of existing book of business if you are transitioning clients. Medical after 60 day waiting period. 401(k) with match. Eligible after 1 year of service. The primary compensation for this role will be stable base salary initially. There will be the opportunity for increased compensation growth of variable incentive pay based on the growth of your individual client base. An offer will be made based on experience and situations.
    $90k-120k yearly 6d ago
  • Financial Advisor: Life Insurance & Wealth Management

    Planning Alliance 4.8company rating

    Finance Advisor Job 61 miles from Franklin

    As a Financial Representative you will work with individuals and businesses in your community, providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. Whether you are an experienced financial professional looking for additional support and resources in growing your business, or an aspiring advisor seeking mentorship and support in creating your business, our Business Development Team has developed a robust mentorship and development program to help you achieve your goals. What you'll be doing… · Develop and maintain relationships with clients. Work to understand their goals, concerns, and current financial information. -Analyze information to create a plan with appropriate strategies, products, and services. -Manage clients' financial plans to ensure they are consistently aligned with their goals throughout the years. Provided Support… -Mentorship and Training by our Business Development Team. An intensive 90-day “Career Launch” program to get you up and running quickly, followed by ongoing training and development for your first five years (and beyond). -Guardian sponsored (and Planning Alliance enhanced) Foundations and Foundations for Wealth Management programs. Foundations is a 90-day blended learning program that helps new advisors get off to a fast start. The conclusion of the program takes place in Dallas, Texas where Guardian Life advisors from all over the country come together and complete their business-building training. -Weekly and Monthly team trainings, such as weekly concept and language building study groups, role playing exercises, and activity management coaching. -Financial support and no-cost study materials for Life and Health Insurance Licensing, SIE, Series 66 and Series 7 exams. Our Core Values… · Mutual Respect - We want clients to advocate for themselves. We also know the process can vary for each client. As a team member, you'll understand how to engage and empathize with clients while drawing on knowledge that breaks through the noise with clarity of purpose to build better financial futures. · Doing the Right Thing - We invite constructive and productive conversations across our firm and with our clients. Feedback can be difficult, and it is integral to your continued growth and development. · Community Involvement - We believe in building community through philanthropy. Team members answer the call of charitable service by partnering with nationally recognized non-profits, including but not limited to United Way and Habitat for Humanity. Basic Qualifications: · Must be a US citizen or permanent resident. · Must be willing and able to obtain appropriate insurance licensing (Life & Health Producer) · You are a self‐motivated individual with a confident personality, strong work ethic, high integrity, and passion for succeeding. · You desire to help others achieve their goals and dreams through cultivating long-term relationships. · You are ambitious, entrepreneurial, and looking for career growth and development. Preferred Qualifications: · Life Producer Licensed · Accident & Health Producer Licensed · A four‐year college degree -Securities Licenses: Series 66 & 7 Benefits: · A competitive benefits package, including defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more. -Various growth opportunities. · Flexibility and autonomy in your life and career. · Mentorship and joint-work opportunities. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
    $85k-143k yearly est. 4d ago
  • Financial Advisor

    Northeast Financial Network

    Finance Advisor Job 55 miles from Franklin

    Financial Professional Northeast Financial Network As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. NEFN is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… A passion for helping others and making a positive impact in your community. • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work - on your terms. • A lifelong learner mentality with a desire to continue growing. • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you'll be doing… • Working with clients to understand their goals, concerns, and current financial information. • Analyzing information to create a strategy with appropriate products and services. • Developing and maintaining a base of clients who value your input and guidance. • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide: • Tools and technology to help you appropriately gather, manage, and service your clients. • Development and training-locally, virtually, and nationally-to support your educational needs. • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients. • Mentorship and joint-work opportunities. • Superior service and support. • A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more. • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Compensation & Benefits: • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Requirements: Must be a US citizen or permanent resident • A four‐year college degree • Obtain appropriate licensing company sponsored To apply: email *****************************
    $90k-100k yearly 16d ago
  • Financial Advisor

    Bankers Life 4.5company rating

    Finance Advisor Job 36 miles from Franklin

    Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills Desire for continuous learning What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
    $70k-110k yearly est. 3d ago
  • Financial Advisor

    Northwestern Mutual Red Bank 4.5company rating

    Finance Advisor Job 60 miles from Franklin

    Full job description Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance. The advisor career with Northwestern Mutual allows one the opportunity to: Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term. Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself! Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Desired Skills and Experience: - BA or BS degree from a four-year institution preferred - Candidate must be an accomplished communicator with strong verbal and written skills - Prior sales and/or business experience preferred and possess a history of personal and professional success. - Prior financial services experience not needed -- extensive training platform provided. While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes: Uncapped Income Potential Flexibility of your schedule - it is not necessary to come into the office daily, you determine your own calendar Leadership Opportunities Sponsorship of Licensing/Credentialing Robust development bonuses to aid as you launch your business Expense Allowance Comprehensive Medical, Dental and Vision Coverage Retirement Package; Pension Plan Group Life and Disability Income Insurance Job Type: Full-time Pay: $80,000.00 - $250,000.00 per year Benefits: Dental insurance Flexible schedule Health insurance Life insurance Parental leave Vision insurance Compensation package: Bonus opportunities Commission pay Uncapped commission Bachelor's (Preferred) Experience: Sales: 5 years (Preferred)
    $80k-250k yearly 5d ago
  • Investment Associate

    Femhealth Ventures

    Finance Advisor Job 30 miles from Franklin

    Responsibilities Evaluate opportunities through extensive research and primary diligence. Perform detailed market analyses and draft investment memorandums. Source investment opportunities through outreach, attending conferences, meetings, etc. Review legal deal documentation and assist in the deal making process, including working with lawyers, accountants, and consultants. Assist with other matters relating to the fund including investor relations, marketing, and operations. Required Experience Up to 2 years of experience from either investment banking, consulting, equity research, or buy-side investing. Bachelor's degree with top grades Data-driven, detail-oriented, and intellectually curious Strong project management, organizational skills, and process management Ability to work in a collaborative environment with other members of the team and thrive in a fast-paced entrepreneurial environment More Details Full-time Small-team, entrepreneurial environment Office is based in Summit, New Jersey area Hybrid work with 1-2 days in office
    $93k-159k yearly est. 6d ago
  • Entry Level Finance

    Vaco 3.2company rating

    Finance Advisor Job 39 miles from Franklin

    VACO Boston has partnered with a Historical Financial Services Firm in Jersey City, NJ who is looking for a recent college graduate to join their team. Working in their Custodial Banking Operation these roles offer training and opportunity for growth. We have many success stories of our candidates becoming permanent employees and advancing to managerial roles. If the investment world and financial services has been of interest to you this could be a great way to gain experience. Position Summary: This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include: Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate and report on fund Net Asset Values on a daily basis. Assist with management reporting activities. Assist with client service activities and inquiries. Monitor and manage cash flows and expenses. Analyze fund requests and manage fund distributions. Candidate Requirements: Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business. Prior finance/accounting internship experience. Knowledge of Microsoft Excel.
    $54k-98k yearly est. 11d ago
  • Financial Professionals

    New York Life 4.5company rating

    Finance Advisor Job 70 miles from Franklin

    As a Financial Professional, you will play a crucial role in providing financial guidance and support to clients. This position requires a deep understanding of various financial concepts and the ability to analyze and manage financial portfolios effectively. *Duties* - Provide investment management advice to clients - Assist clients with estate planning strategies - Manage and optimize client portfolios - Offer expertise in tax planning - Ensure compliance with securities law regulations - Utilize financial software for data analysis and reporting - Implement asset management strategies - Oversee cash management activities *Qualifications* - Proficiency in financial concepts and mathematics - Knowledge of asset and portfolio management - Familiarity with cash management principles - Understanding of securities law and regulations - Experience with financial software applications Job Type: Full-time Pay: $60,000.00 - $180,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance Compensation Package: Bonus opportunities Commission pay People with a criminal record are encouraged to apply Work Location: Hybrid remote in Belmar, NJ 07719
    $60k-180k yearly 15d ago
  • Wealth Advisor - CFP

    Judson Group 4.6company rating

    Finance Advisor Job 35 miles from Franklin

    Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add a Wealth Advisor - CFP to their team. This will be a unique opportunity to work in a collaborative environment to service clients' financial needs with a reputable RIA. The ideal candidate has strong communication skills and solid financial planning and investment acumen. This individual will provide superior client service to the firm's current client base. Responsibilities: Responsible for attending client meetings and working collaboratively with Senior Advisors to support client relationships. Over time, move into a primary contact role for a segment of the firm's existing clients. Responsible for developing and communicating holistic financial plans and long-term investment strategies. Assist with estate planning, insurance policies, education funding, and retirement planning. Handle client-related requests and account service inquiries. Assist clients with implementation of recommended and agreed-upon strategies. Generate reports and other deliverables for both client-facing and back-office needs. Work with clients to ensure action items are thoroughly executed and documented. Responsible for ad hoc special projects for clients and across the firm. Requirements: 3-6 years of experience creating financial plans for HNW clients. CFP required. Bachelor's degree. Prior experience with eMoney, Tamarac, Salesforce or similar platforms. Ability to provide high level of authentic service and compassion to client relationships. Detail-oriented focus and a professional demeanor. Compensation: Competitive base salary, bonus, and benefits Location: Martinsville, New Jersey
    $46k-79k yearly est. 16d ago
  • Full-time Client Advisor - Short Hills

    Tag Heuer

    Finance Advisor Job 29 miles from Franklin

    A TAG HEUER CLIENT ADVISOR IS… …A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store Supports colleagues & other team members in the boutique Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints) Proposes new ideas to develop sales (merchandising, events, product mix…) …A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship …AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…) Leverages properly all tools (CEGID, Salesforce) and performs VM Coordinates Aftersales operations until the return of the watch Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…) Contributes to a positive, inclusive and supportive work environment Contributes to the store maintenance Ensures compliance with internal control policies Job Responsibilities HARD SKILLS Knowledge of luxury retail environment (minimum 2 year-experience) Knowledge / passion for watches, new trends in lifestyle, new technologies and sports Fluent in English + local language, a third language is a plus Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc. Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales… Knowledge of Client and Clienteling KPIs Knowledge of digital tools Knowledge of / interest for Brand DNA, history & collections Knowledge of Front and Back tools Knowledge of (Brand) Retail Procedures Soft Skills Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients Open minded, excellent interpersonal and communication skills Energetic, self-motivated, action and results-oriented Self-starter, able to work effectively in a fast-paced and dynamic environment Adaptable to changes, flexible, able to bring up new ideas and solutions Team spirit, high integrity and transparency Ability to represent the Maison in & outside the store, great presentation skills Digitally savvy, fast learner and rigorous Employee benefits: At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more. Equal Employment Opportunity Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.
    $51k-96k yearly est. 14d ago
  • Collateral Corporate Analyst

    Veterans Sourcing Group, LLC

    Finance Advisor Job 40 miles from Franklin

    Collateral Corporate Analyst Client: Banking Duration: 6 months + possible extensions Work Schedule: Hybrid, 3 days onsite/ 2 days remote per week Key Responsibilities: Operations Corporate Analyst (Consultant) - This position is within the MAS / Shared Services function as a member of the collateral management team. Depending on your specific function within Operations you may be responsible for, but not limited to: COLLATERAL: Inspect system generated collateral calls for accuracy prior to making margin calls. Communicate directly with counterparties ensuring the proper collateral is being exchanged. Post system entries in internal and industry platforms to recognize and settle the agreed calls. Investigate and escalate disputes and discrepancies. Settle months end collateral margin interest with counterparties. Perform reconciliations between custodians, counterparties, and the Bank. Prepare daily and periodic data and metrics for reporting and monitoring requirements. Experience and Skills required: BA/BS in Finance or Accounting. 3-7 years' experience. Excellent computer skills and attention to detail. Good written and verbal communication skill.
    $64k-96k yearly est. 15d ago
  • Financial Analyst

    Ajulia Executive Search

    Finance Advisor Job 57 miles from Franklin

    The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. RESPONSIBILITIES: Must be able to scan the supporting documents and forward to shared service team. Must be able to support shared service team in obtaining proper approvals, providing supporting documents, guiding relevant GL codes & Dept codes. Must cut checks and obtain signatories and mail checks to vendors Must make sure no past due invoices of vendors and clean AP Ageing report. Must review aged AP ageing report once in a week and follow up with shared service team for up to date. Must reconcile AP Ageing and GL. Responsible for posting COGS / Inventory entries Must support monthly MIS reports for internal management Must assist with month end closing Must maintain detailed listings of the contents of all balance sheet accounts Must assist with auditors with journal entry examinations Must provide supporting documentation for audits QUALIFICATIONS: Bachelor's degree 4+ years of experience in Accounts payable, inventory and General accounting Must be proficient with Microsoft skills Experience in Oracle financial preferred
    $59k-92k yearly est. 16d ago
  • Strategic Financial Analyst

    OLI Systems, Inc.

    Finance Advisor Job 20 miles from Franklin

    Title: Strategic Financial Analyst Join Our Visionary Team: As a Strategic Financial Analyst here at OLI, you will play a critical role in driving financial analysis, forecasting, and strategic financial planning for our growing organization. You will be responsible for analyzing financial data, identifying trends, and providing insights to support key business decisions. Your Role: Reporting to the Head of Finance, you'll be an instrumental business partner, supporting our financial planning, reporting, budgeting, and forecasting processes. Your proficiency in financial analysis, attention to detail, and ability to communicate complex financial information will be essential in contributing to the financial success of a rapidly growing company About OLI: Leaders in Chemistry Solutions OLI is a global leader in software development, specializing in complex chemical phenomena. Our process modeling solutions have transformed problem-solving for over 500 enterprises and academic institutions across 35+ countries. We drive innovation and sustainability, leading industrial digital transformation with technologies like real-time chemistry insights, automated systems, and cloud-based analytics. Why You're Vital to Our Mission: As we enter a phase of significant growth, the role of Strategic Financial Analyst is growing increasingly important. You will be relied upon to support our reporting and budgeting processes, while also analyzing financial data to help leadership make data-driven decisions which help solve complex business challenges. Your ability to collaborate and communicate effectively throughout all levels of the organization and exercise sound judgment in generating insights will drive meaningful impact early and often. Key Responsibilities: Partner with business leaders to develop strategic, long range financial plans and translate complex financial data into actionable insights. Develop and maintain financial models to analyze business trends and drive strategic initiatives. Own the financial planning cycle including the annual budget, forecast updates, and assisting in preparation of the monthly reporting package for executive leadership. Collaborate with accounting to ensure the accuracy and completeness of financial reporting, conduct variance analysis, and deliver concise commentary to leadership for strategic decision-making. Enhance and automate financial processes to improve efficiency, accuracy, and timeliness of reporting through a mindset of continuous improvement. Manage daily financial inquiries, ad hoc reports, and collaborate with cross-functional leaders to support key projects. Produce business cases for the organization that help foster data-driven decision making. We're Looking For: Bachelor's degree in finance, accounting, or a related field. 2-3+ years of experience in strategic finance, business operations, business valuation, consulting, investment banking, private equity, or a related field. In-depth exposure to building and maintaining 3-statement financial and valuation models. Understanding of the principles of budgeting, forecasting, and managerial reporting. Strong data visualization skills (e.g. Excel, Power BI, Tableau, etc.). While not required, it's an added plus if you have: Progress toward a CFA or CPA. Experience at a high-growth SaaS business. Familiarity with financial ERP software (Microsoft Dynamics or similar). Other Requirements Strong analytical and problem-solving abilities. Demonstrated proficiency in utilizing advanced AI tools, frameworks, and technologies to solve complex problems, drive innovation, and optimize workflows. Exceptional attention to detail and a methodical, precise approach. Strong organizational skills and ability to collaborate effectively. Commitment to personal growth and contributing to a positive workplace culture. High integrity, dependability, and a results-driven mindset. We're Offering: A chance to be part of a visionary company that is solving complex global challenges. A collaborative and dynamic work environment where innovation is at the heart of what we do. Competitive compensation package, including incentives and bonuses based on performance. Opportunities for personal and professional growth. Required Competencies: Strategic Analysis Skills: Identifies key problems and opportunities, analyzing them deeply. Compares data from various sources, probing for root causes and subtle relationships for meaningful insights while maintaining sight of the “big picture”.Communication: Writes clear, concise, well-organized e-mails, memos, and business cases while using appropriate vocabulary, grammar, and word usage, and creating the appropriate "flavor.”Excellence: Sets high “stretch” performance standards for self and others. Demands quality results and demonstrates a strong sense of responsibility.Adaptability: Responds well to new pressures, competition, and shifting priorities. Not rigid--intellectually, emotionally, interpersonally. Quickly adjusts and self-corrects, handling complexity with flexibility.Team Player: Reaches out to peers to tear down walls. Overcomes "we-they” relationships. Approachable. Earns a reputation for leading peers toward support of what is best for the company. Cooperates with supervisors (but not "yes person") and establishes collaborative relationships with peers (without being a "pushover"). How to Apply: Please submit your resume through JazzHR. Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state and federal law.
    $59k-93k yearly est. 18d ago
  • Finance Accounting Intern

    Amtrust Financial Services, Inc. 4.9company rating

    Finance Advisor Job 39 miles from Franklin

    As a summer associate, you will be introduced to the skills necessary for a successful insurance accounting career at AmTrust North America by working closely with our direct and ceded insurance accounting teams. Throughout this internship, you will build a foundational background and robust overview of different lines of business within Finance. You will interact with various stakeholders to learn multiple facets of the insurance accounting and financial process as well as participate in weekly professional development and training workshops. This is your chance to check out AmTrust North America as a potential employer. We will provide you with the tools and resources to be successful. Your internship supervisor and professional mentor will be available to make sure you are benefiting from your experience. Responsibilities Prepare journal entries for direct and ceded general ledger transactions, including preparation of supporting schedules Prepare and/or coordinate the preparation of analytics on balances for presentation to team management Prepare account reconciliations for balance sheet accounts, ensuring the reconciliations are supported by robust documentation and any reconciling items are fully identified Assists in the timely preparation of deliverables needed for the quarterly financial statements Assist with financial transformation initiatives / projects currently in flight in the finance group Prepare external Broker/Reinsurer reporting and billing including cession statements and premium and loss bordereaux Work with external business partners (Brokers / Reinsurers / Agencies) to settle open receivable / payable balances Performance of controls necessary to adhere to the framework of internal controls Assist with internal/external audit requests and participate in process walkthroughs (i.e. review of controls/process flows) with internal and external auditors Qualifications Required: Accounting major with the goal of becoming a future CPA that is able to demonstrate basic knowledge of financial accounting Effective interpersonal, written and verbal communication skills Ability to provide information in a clear, concise manner with an appropriate level of detail and professionalism Ability to build and maintain effective relationships Effective problem-solving skills and the ability to prioritize and manage multiple tasks Effective analytical skills to gather information, analyze facts, and draw conclusions Minimum 3.0 cumulative GPA; additional requirements may apply Preferred: Working knowledge of Microsoft Office (excel, word, PowerPoint)
    $28k-31k yearly est. 3d ago
  • Financial Advisor

    Prudential Financial 4.8company rating

    Finance Advisor Job 48 miles from Franklin

    Prudential Advisors is looking for an experienced financial professional in the East Brunswick, NJ area that is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open architecture platform for client solutions Our competitive payouts (Both Standard and 1099 Contacts) Our practice building support. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with Prudential's exceptional referral programs Access to 20 different types of lead programs The opportunity to create client solutions without proprietary products sales requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. Transition support Practice Building programs We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today! Requirements: Series 6 and 63 required. Series 7 and 66 (63/65) preferred Insurance license required Two or more years of industry experience If you are interested to learn more call me at ************ or email me at ****************************. If you know someone that may be interested, feel free to forward my message to them. Thank you!
    $66k-119k yearly est. 16d ago
  • Financial Services Professional

    New York Life Insurance Company 4.5company rating

    Finance Advisor Job 43 miles from Franklin

    For over 175 years, New York Life Insurance Company has been dedicated to helping people put love into action. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. Committed to improving local communities through giving and volunteerism, our New York Life Foundation supports these efforts. Role Description This is a full-time on-site role as a Financial Services Professional located in Edison, NJ. The role involves tasks such as financial planning, retirement planning, communication, and providing financial services to clients. Qualifications Financial Planning, Retirement Planning, and Finance skills Strong Communication skills Experience in Financial Services Bachelor's degree in Finance, Business, or related field Excellent interpersonal skills Certifications such as CFP or CFA are a plus
    $59k-94k yearly est. 15d ago
  • Financial Analyst

    Vaco 3.2company rating

    Finance Advisor Job 22 miles from Franklin

    Vaco is adding a Financial Analyst to the team near Fairfield, NJ. This role will be Temp-Perm and requires Pharma industry experience. In this Financial Analyst role you with support reporting, including preparation and monitoring of budgets, analyzing, and reporting financial information. Responsibilities of the Financial Analyst The Financial Analyst will report recommendations and cost saving opportunities, study to predict future trends and opportunties The Financial Analyst will work with estimating costs, setting a budget, and tracking actual and forecasted costs against that budget AP/AR including collections, interacting with vendors/customers Evaluate capital expenditures and depreciation Track current financial data and make recommendations Automate financial data analysis using financial modeling tools Requirements for the Financial Analyst Bachelor's Degree a must Proven experience working as a Financial Analyst within a pharmaceutical industry Financial Modeling SAP expertise
    $63k-107k yearly est. 3d ago
  • Financial Analyst

    Vaco 3.2company rating

    Finance Advisor Job 40 miles from Franklin

    Our client, a leading Device Co in the Middlesex NJ area is adding a Financial Analyst to the team. This role with report to the Director of FPA. The role is in-office. In this role you with support reporting, including preparation and monitoring of budgets, analyzing, and reporting financial information, and financial decision support for initiatives, policies, and procedures. In addition, you will identify, summarize, and report on financial trends. Responsibilities Trend Analysis and report recommendations and cost saving opportunities, study to predict future trends and opportunties Cost planning. Experience with estimating costs, setting a budget, and tracking actual and forecasted costs against that budget and where. COGS Evaluate capital expenditures and depreciation Make process improvements in areas that warrant to maximize profit margins Establish benchmarks for financial processes Track current financial data and make recommendations and warn accordingly Create reports and analysis that enable management teams to make strategic decisions to meet business goals Automate financial data analysis using financial modeling tools Requirements Bachelor's Degree, Proven experience working as a financial analyst within a manufacturing, distribution, or pharmaceutical setting where COGS and manufacturing is present Expertise in spreadsheets, databases and financial software applications for reporting, data manipulation and overall presentation. Financial Modeling SAP expertise ideally *Co offers top tier salary package with bonus and benefits.
    $63k-107k yearly est. 9d ago

Learn More About Finance Advisor Jobs

How much does a Finance Advisor earn in Franklin, NJ?

The average finance advisor in Franklin, NJ earns between $52,000 and $162,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average Finance Advisor Salary In Franklin, NJ

$92,000

What are the biggest employers of Finance Advisors in Franklin, NJ?

The biggest employers of Finance Advisors in Franklin, NJ are:
  1. Bank of America
  2. Prudential Financial
  3. Citizens Financial Group
  4. Edward Jones
  5. Bankers Life Insurance Company
  6. Citizens Alliance
  7. Equitable Advisors
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