Wealth Advisor - Northfield Bank

Location: On-site at a Northfield Bank branch in Woodbridge, East Brunswick, Monroe, or Princeton, New Jersey

Salary: $70,000–$90,000 per year, plus eligibility for sales incentive compensation

Company

hirify.global collaborates with banks to provide financial services tailored to their clients’ needs.

What you will do

• Deliver non-deposit investment products and services to branch customers and prospective clients.
• Provide comprehensive, needs-based brokerage, advisory, investment, insurance, and financial planning solutions.
• Build and manage an assigned book of business while soliciting new and existing investments and insurance opportunities.
• Develop strong partnerships with branch managers, branch staff, and centers of influence to support referrals and cross-selling.
• Provide a high-quality customer experience and maintain ethical, regulatory, broker-dealer, and institution compliance.
• Meet or exceed established sales goals for the assigned territory.

Requirements

• At least two years of investment sales experience, preferably within a financial institution.
• Active state-applicable life insurance license.
• Active Series 7 and Series 63 registrations, where required by the state of hire.
• Active Series 65 or 66 registration; any required inactive registration must be obtained within the first six months of employment.
• High school diploma or equivalent; a bachelor’s degree is preferred.
• Computer proficiency, including Microsoft Office, PowerPoint, and broker-dealer applications.

Nice to have

• Demonstrated success selling products and services to investment clients.
• Knowledge of clients, partners, and products within the bank-based investment market.
• Strong knowledge of investment and insurance products and financial planning.

Culture & Benefits

• Fast-paced, client-focused, team-oriented working environment.
• Emphasis on collaboration, creativity, continuous improvement, and independent execution.
• Compensation includes a base salary range and sales incentive eligibility.