Financial Services Representative Company Overview At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your ...
Integrated Financial Concepts
60 Integrated Financial Concepts Jobs Hiring Near You
Financial Services Representative Company Overview At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your ...
Financial Services Representative Company Overview At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your ...
Financial Services Representative Company Overview At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your ...
Financial Advisor (Experienced) At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an ...
Financial Advisor (Experienced) At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an ...
Financial Advisor (Experienced) At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an ...
Financial Advisor (Experienced) At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an ...
Managing Director - Financial Services
Roseland, NJ · On-site
$200K/yr
Managing Director - Financial Services Player - Coach Role Join us at Integrated Financial Concepts, where our mission to "Do Good" has guided us for over 175 years in providing financial stability ...
Quick apply
Managing Director - Financial Services
Roseland, NJ · On-site
$200K/yr
Managing Director - Financial Services Player - Coach Role Join us at Integrated Financial Concepts, where our mission to "Do Good" has guided us for over 175 years in providing financial stability ...
Description At Integrated Financial Concepts, we're on a mission to do good for the families and communities we serve. For over 175 years, National Life has been a steadfast partner in providing ...
Description At Integrated Financial Concepts, we're on a mission to do good for the families and communities we serve. For over 175 years, National Life has been a steadfast partner in providing ...
At Integrated Financial Concepts, we're on a mission to do good for the families and communities we serve. For over 175 years, National Life has been a steadfast partner in providing financial ...
Quick apply
At Integrated Financial Concepts, we're on a mission to do good for the families and communities we serve. For over 175 years, National Life has been a steadfast partner in providing financial ...
Financial Consultant
Red Bank, NJ · On-site
Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial ...
Financial Consultant
Red Bank, NJ · On-site
Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial ...
As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training ...
As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training ...
Financial Consultant
$135K/yr
Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $80,000 - $135 ...
Quick apply
Financial Consultant
$135K/yr
Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $80,000 - $135 ...
As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training ...
As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training ...
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have ...
New
Quick apply
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have ...
New
Entry-Level Financial Representative
Roseland, NJ · On-site
$100K/yr
As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training ...
Quick apply
Entry-Level Financial Representative
Roseland, NJ · On-site
$100K/yr
As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training ...
No prior financial experience is necessary--we provide the tools and resources to help you succeed. What you will receive: * Flexible schedule with remote and in-person work options. * Full benefits ...
Quick apply
No prior financial experience is necessary--we provide the tools and resources to help you succeed. What you will receive: * Flexible schedule with remote and in-person work options. * Full benefits ...
Certified Financial Planner
Red Bank, NJ · On-site
Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful ...
New
Certified Financial Planner
Red Bank, NJ · On-site
Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful ...
New
Description We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This unique opportunity allows you to continue building ...
Description We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This unique opportunity allows you to continue building ...
Senior Financial Advisor
Solana Beach, CA · Hybrid
... provides integrated financial planning and investment management to individuals and families ... Conduct client meetings, communicate complex planning concepts clearly, and guide clients through ...
Senior Financial Advisor
Solana Beach, CA · Hybrid
... provides integrated financial planning and investment management to individuals and families ... Conduct client meetings, communicate complex planning concepts clearly, and guide clients through ...
... integrated financial planning, proactive tax strategies, and long-term guidance through life ... Ability to communicate financial concepts clearly and collaboratively * High level of integrity and ...
... integrated financial planning, proactive tax strategies, and long-term guidance through life ... Ability to communicate financial concepts clearly and collaboratively * High level of integrity and ...
... integrated financial planning, proactive tax strategies, and long-term guidance through life ... Ability to communicate financial concepts clearly and collaboratively * High level of integrity and ...
... integrated financial planning, proactive tax strategies, and long-term guidance through life ... Ability to communicate financial concepts clearly and collaboratively * High level of integrity and ...
... integrated financial planning, proactive tax strategies, and long-term guidance through life ... Ability to communicate financial concepts clearly and collaboratively * High level of integrity and ...
Quick apply
... integrated financial planning, proactive tax strategies, and long-term guidance through life ... Ability to communicate financial concepts clearly and collaboratively * High level of integrity and ...
Integrated Financial Concepts Jobs Information
Full-time
Medical, Dental, Life, Retirement
Re-posted 20 days ago
Job description
Job Title: Financial Services Representative
Company Overview
At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn't just about numbers, it's about keeping promises to our clients and each other.
We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial services practice. You will be in business for yourself, but not by yourself.
So how do we help you practice and grow?
For new and experienced professionals, we offer continuous group training, one on one development planning, state of the art training programs, referral base approach classes, marketing seminars, and more! What makes us unique in our training is that they are all based around the individual working in that market, not a general layout for groups of agents throughout the country. Growth is continuous, so we always have something new and exciting to teach you to help you continue to grow your practice.
Integrated Financial Concepts offers a competitive compensation package including:
-Unlimited income potential with some of the top payouts in the industry*
-Opportunity for full benefits package (medical, dental, life, healthcare, and pension)
-Great 401(k) plan
-Tuition Reimbursement program for professional designations
-Recognition and award programs including trips to desirable worldwide destinations
Responsibilities
-Working within our established marketing lanes and lead sources to develop a client base.
-Prospecting for clients through referrals, personal observation, and networking.
-Day to day servicing of current client accounts (submit paperwork, submitting trades, etc.)
-Developing and maintaining long term relationships with clients.
-Client interfacing to perform a fact gathering and needs analysis to arrive at a client-centric financial solution.
-Attending 1 on 1 trainings, mentoring, and group training to help ensure you are given proper guidance and attention at all times.
-Establishing high level relationships with client base that will enhance long term working partnerships.
Qualifications
-Bachelor's degree in a relevant field or equivalent experience would be a plus.
-An entrepreneurial mindset: youre motivated by the opportunity to help prospective clients while focusing on personal growth.
-You are personable and caring, with a natural ability to connect and communicate with others.
-Enthusiastic, high energy, and positive attitude.
-Self-starter with strong sense of ownership, learning agility and ability to work autonomously.
-Honesty, Integrity, & Ethics: you can be trusted to do the right thing for clients and for the team.
-Must have excellent communication and interpersonal skills.
-Quick learner that is comfortable in a fast-paced, dynamic environment.
-Strong sense of mission and passion.
-Total commitment in everything you do.
*Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. Not all packages are available to all representatives.
To offer securities and investment advisory services, candidates must become Registered Representatives of Equity Services Inc., Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, 848-200-7170.
Integrated Financial Concepts is independent of Equity Services, Inc. TC7543273(0125)1