βœ“ Banking and Financial Services βœ• Clear

Banking and Financial Services Jobs in Middlesex County, NJ

8 positions found

Financial Tips Evaluator (Remote)
🏒 Finance Buzz
$29 per hour - monthly

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.


Remote working/work at home options are available for this role.
temporary
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Client Relationship Manager
Salary not disclosed
Iselin, NJ 1 week ago

Job Purpose

The Advisor Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.

Duties & Responsibilities

  • Manage Advisor’s e-mail correspondence and professional calendar
  • Supervise Advisor’s social media accounts and marketing campaigns
  • Handle incoming calls in a friendly and professional manner
  • Schedule and confirm appointments in a timely manner
  • Assist with file prep, paper filing and larger mailings
  • Proactively manage internal platforms and systems so FSR’s client information is up to date and accurate
  • Accurately complete, submit, and follow up on status of all new business applications
  • Act as direct liaison between Financial Advisor and clients
  • Provide ad hoc support on assigned projects and any escalations

Qualifications

  • Excellent verbal and written communication skills
  • Exceptionally professional and organized
  • Extremely detail-oriented
  • Comfortable in a fast-paced environment
  • Ability to collaborate with others, build and maintain relationships
  • Ability to use discretion and maintain client confidentiality
  • Client-first attitude
  • Proficiency in Microsoft Office
  • Experience in Salesforce is a plus
  • Life, Accident, and Health License and/or FINRA registrations are a plus
  • Some college or professional experience
Not Specified
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Outside Sales Representative
Salary not disclosed

About the Role- Come Join the American Fidelity Family!


American Fidelity Assurance is now looking for an Account Manager (Outside Sales Representative) in New Jersey.


Our salaried account managers are responsible for selling benefits, retirement, and other insurance products and services within the Private Sector in a defined sales territory with an existing customer base and bringing in new accounts. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.


We Offer

  • Base salary + uncapped commission + additional bonus potential
  • Company car, company credit card and paid travel expenses.
  • International sales award trips
  • Average first-year income is between $87,000 to $119,000.
  • 100% match when contributing 6% to your 401(k), with more matching opportunities after five years
  • You will have a defined territory
  • Multiple sales career path options
  • Consistent, standardized training designed for new Account Managers
  • Comprehensive benefits package includes medical, dental, vision and supplemental insurance plans.


Progression for the Account Manager Role:

  • Sr. Account Manager
  • Executive Account Manager
  • Account Executive
  • Sr. Account Executive
  • Executive Account Partner



Primary Responsibilities

Focus on growing and maintaining existing Business-to-Business accounts by one-on-one sales of worksite insurance products and services to the community. Consult with current customers to provide value and meet financial needs. Build strong relationships with customers and association executives. Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.


Defined Territory – Each Account Representative is assigned a territory to manage and develop new accounts. Overnight Travel is Required. Must reside in the specific territory.


Extended Training Programβ€”Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.


Company Overview

Founded in 1960, American Fidelity Assurance Company is a private, family-owned company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services.


For more information on our company, visit .


A Great Place to Work for All

American Fidelity is a certified Great Place to Work for All by the consulting company Great Place to Work. Being a salesperson is a challenging career, but it’s a lot easier when you enjoy coming to work and believe in what you’re selling. That’s why at American Fidelity we offer products designed to help people.

We train our Sales Colleagues to serve as consultants who help people decide which products are best for them – and which aren’t. Being honest and transparent is a huge part of our culture – and that extends to our relationships with customers and policyholders.

Being a Great Place to Work for All is another driver of our culture, and we are committed to creating an inclusive environment where everyone's voice is valued and respected.


If you'd like information about American Fidelity's privacy practices, please visit /privacy.

Not Specified
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Loan Acquisition Specialist
Salary not disclosed
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forΒ life’sΒ expenses.Β In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. Β This roleΒ provides rewardingΒ professional development andΒ advancement opportunitiesΒ in a dynamic and supportiveΒ environment.Β LoanΒ Sales SpecialistsΒ enjoy competitive compensation that recognizesΒ both individual achievements and team success, all while growing their career. Β In the Role??Β 
  • Effectively multitask and adapt to the dynamic demands of the role, ensuringΒ timelyΒ and efficient service Β 
  • Exceed customer expectations through ease,Β empathyΒ and encouragement, deliveringΒ results related to individual and branch goals Β 
  • Develop newΒ connections andΒ maintainΒ onesΒ by engagingΒ customers throughout the loan process and life cycle, presenting tailored solutions based on customer needsΒ 
  • Manage the life cycle of loans, including collections activities whileΒ maintainingΒ compliance with all relevant laws and regulationsΒ 
  • Engage with customers and other departments through multiple technological channels, including phone, email,Β chatΒ and our in-house systemsΒ 
  • ExhibitΒ passion for achievement, bringing an internal drive to succeed andΒ goal oriented attitudeΒ 
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans,Β termsΒ and their options Β 
Requirements:????Β 
  • High SchoolΒ DiplomaΒ orΒ GED?????Β 
Preferred:?Β 
  • Sales, Collections or Customer Service experience???Β 
  • Bilingual - Spanish???Β 
Location:Β On site???Β The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.????Β Who we AreΒ A career with?OneMain?offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:Β 
  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Β 
  • Up to 4% matching 401(k)Β Β  Β 
  • Employee Stock Purchase Plan (10% share discount)Β Β  Β 
  • Tuition reimbursementΒ Β  Β 
  • Paid time off (15 days’ vacation per year, prorated based on start date) Β 
  • Paid sick leave asΒ determinedΒ by state or local ordinance (prorated based on start date) Β 
  • 11 Paid holidays (4 floating holidays, prorated based on start date) Β 
  • Paid volunteer time (3 days per year, prorated based on start date)Β 
PAY: Target base salary range is $19.00-$23.00,Β which is based onΒ various factorsΒ including skills and work experience. In addition to base salary, this role is eligible for a competitiveΒ additionalΒ compensation program that is based on individual and company performance.Β Β  OneMain?Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912,?we’ve?looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other productsΒ helpΒ people borrow better and work toward a brighter future.?Β In our?more than?1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.??Β At every level,?we’re?committed to an inclusive culture, careerΒ developmentΒ and?impacting?the communities where we live and work. Getting people to a better place has made us a better company for over a century.?There’s?never been a better time to shine with?OneMain.?Β Key Word Tags???Β Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee??Β 
permanent
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Loan Sales Specialist
🏒 OneMain Financial
Salary not disclosed
ISELIN, NJ 1 week ago
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forΒ life’sΒ expenses.Β In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. Β This roleΒ provides rewardingΒ professional development andΒ advancement opportunitiesΒ in a dynamic and supportiveΒ environment.Β LoanΒ Sales SpecialistsΒ enjoy competitive compensation that recognizesΒ both individual achievements and team success, all while growing their career. Β In the Role??Β 
  • Effectively multitask and adapt to the dynamic demands of the role, ensuringΒ timelyΒ and efficient service Β 
  • Exceed customer expectations through ease,Β empathyΒ and encouragement, deliveringΒ results related to individual and branch goals Β 
  • Develop newΒ connections andΒ maintainΒ onesΒ by engagingΒ customers throughout the loan process and life cycle, presenting tailored solutions based on customer needsΒ 
  • Manage the life cycle of loans, including collections activities whileΒ maintainingΒ compliance with all relevant laws and regulationsΒ 
  • Engage with customers and other departments through multiple technological channels, including phone, email,Β chatΒ and our in-house systemsΒ 
  • ExhibitΒ passion for achievement, bringing an internal drive to succeed andΒ goal oriented attitudeΒ 
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans,Β termsΒ and their options Β 
Requirements:????Β 
  • High SchoolΒ DiplomaΒ orΒ GED?????Β 
Preferred:?Β 
  • Sales, Collections or Customer Service experience???Β 
  • Bilingual - Spanish???Β 
Location:Β On site???Β The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.????Β Who we AreΒ A career with?OneMain?offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:Β 
  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Β 
  • Up to 4% matching 401(k)Β Β  Β 
  • Employee Stock Purchase Plan (10% share discount)Β Β  Β 
  • Tuition reimbursementΒ Β  Β 
  • Paid time off (15 days’ vacation per year, prorated based on start date) Β 
  • Paid sick leave asΒ determinedΒ by state or local ordinance (prorated based on start date) Β 
  • 11 Paid holidays (4 floating holidays, prorated based on start date) Β 
  • Paid volunteer time (3 days per year, prorated based on start date)Β 
PAY: Target base salary range is $19.00-$23.00,Β which is based onΒ various factorsΒ including skills and work experience. In addition to base salary, this role is eligible for a competitiveΒ additionalΒ compensation program that is based on individual and company performance.Β Β OneMain?Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912,?we’ve?looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other productsΒ helpΒ people borrow better and work toward a brighter future.?Β In our?more than?1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.??Β At every level,?we’re?committed to an inclusive culture, careerΒ developmentΒ and?impacting?the communities where we live and work. Getting people to a better place has made us a better company for over a century.?There’s?never been a better time to shine with?OneMain.?Β Key Word Tags???Β Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee??Β 
permanent
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Financial Aide (Assistant)
Salary not disclosed
Edison 1 week ago
Job Title: Financial Aide (Assistant) Location: Edison, NJ, 08837 Duration: 9+ Months (Possible Extension) Pay Rate: $20
- $25/hr.

on W2 Schedule Notes: Fully onsite Monday–Friday, 9:00 AM–5:00 PM.

No hybrid or remote options.

Occasional evenings may be required based on department activity.

In-person interviews are preferred by leadership.

Shift: 9:00 AM – 5:00 PM Schedule: 5 days/week, 8 hrs./day, 40 hrs./week Work Setting: Administrative / Financial Aid Support – Schools of Nursing and Medical Imaging Job Summary: Assist the Director of Financial Aid in the development, implementation, and evaluation of student financial aid programs for the Schools of Nursing and Medical Imaging.

Serve as a resource for students regarding financial aid information and support the administration of financial aid processes and documentation.

Required Skills & Experience: Minimum 1 year of experience in financial aid or a related administrative or education role Experience processing FAFSA, NJ Grants, and/or STARS Ability to process loans and reconcile student aid packages Strong data entry accuracy Basic PeopleSoft and/or Workday experience Office experience with Microsoft Word and Excel General understanding of education department guidelines Preferred Skills & Experience: Background in higher education Proficiency in Excel for tracking, documentation, and organization Strong written communication skills Ability to manage high volumes of documentation Duties: Assist the Director of Financial Aid in developing, implementing, and evaluating financial aid programs Provide financial aid information and guidance to students Prepare financial aid information and application packets Maintain scholarship awards and financial aid records Stay updated on financial aid regulations, innovations, and changes Coordinate with admissions, registration, and fiscal departments regarding financial aid operations Collaborate with school administration and staff to ensure accurate information flow Communicate effectively with students, families, visitors, and staff Assist with student services activities such as graduation and orientation Attend administrative staff meetings Perform other duties or projects as assigned Adhere to organizational competencies and standards of behavior
Not Specified
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Director of Finance – U.S. Operations (High-Growth SaaS)
🏒 Jobot
Salary not disclosed
Edison 2 weeks ago
This Jobot Job is hosted by: Danielle Liguori Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $175,000
- $200,000 per year A bit about us: A Series C SaaS startUp seeks Finance & Operations Director to take them to the next level! Why join us? Competitive Compensation Package High-Impact, Growth-Stage Role Top-Tier Partnerships & Global Exposure Shape the Future of AI in Life Sciences Career Growth & Leadership Visibility Job Details We’re seeking a hands-on, strategic, and results-driven Director of Finance to build and lead our U.S.

finance function from the ground up.

This is a high-impact role for a builder who thrives in fast-paced, growth-stage environments and excels at both strategy and execution.

You will establish scalable accounting, tax, compliance, and reporting processes to support current operations while preparing the company for future fundraising and IPO readiness.

Responsibilities: Own end-to-end U.S.

financial operations, including accounts payable/receivable, treasury, intercompany accounting, and month-end close.

Ensure GAAP compliance and oversee revenue recognition in accordance with ASC 606, stock-based compensation, and 409A valuations.

Manage all federal and multi-state tax filings and maintain relationships with external auditors and tax advisors.

Drive finance systems implementation (NetSuite/ERP) and continuous process improvement, including internal controls and operational workflows.

Develop financial models, KPI dashboards, and board-level reporting to inform strategic decision-making.

Lead financial due diligence, fundraising support (Series B/C+), and IPO readiness including audit preparation and SOX-aligned controls.

Act as a player-coach, balancing hands-on execution with team leadership and process design.

Qualifications: Bachelor's degree in Finance, Accounting, or related field.

MBA or CPA preferred.

8+ years of experience in a senior finance role Must have high-growth SaaS or subscription-based technology companies Big 4/public accounting audit background Proven experience with fundraising, IPO readiness, and Series B and C rounds.

Solid understanding of US GAAP, ASC 606, and other relevant accounting standards.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

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Not Specified
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Licensed Professional Counselor
$56,000-83,000 Yearly Salary
Somerset, New Jersey 1 month ago
Licensed Professional Counselor LPC
Are you passionate about working with an underserved and rewarding population? Looking for a clinical role without the administrative burden, and one that offers real work-life balance? If so, read on and apply today!
Senior Care Therapy is seeking full-time or part-time Licensed Professional Counselors to join our mission of providing in-person psychotherapy services to the geriatric population. We currently serve over 300 Skilled Nursing Facilities including sub-acute, long-term care, and assisted livings throughout NJ, NY, PA, and MD.
As a clinician owned and operated company, SCT takes pride in providing supportive counseling through patient-centered psychology services that has a meaningful impact on residents' mood, functioning, and overall quality of life. By working collaboratively with facility staff, SCT aims to improve outcomes for both residents and the care teams that support them. We are committed to providing the highest level of psychological services and to being at the forefront of ever-changing regulations, needs, and trends.
At SCT, we handle all the administrative responsibilities -- including billing, insurance, credentialing, and pre certifications --- so you can do what you do best: providing exceptional clinical care!
What We Provide:

* Customizable Part-time or Full-Time opportunities available, tailored to align with your personal and professional goals.

* 32-hour and 40-hour equivalent work week opportunities
* Salary ranges from $56,000-$83,000 with Uncapped FFS Bonus Opportunity!
* Part Time: Fee for Service Opportunities

* Rewarding experiences working with the senior population
* Flexible Daytime Hours with Autonomy
* No Admin Tasks! No cancellations! No no-shows!
* EHR Your Way! Efficient, user friendly, clinician designed EMR.
* SCT University

* CEU Reimbursement Program
* Psychologist led training on day one with ongoing support.
* Clinical Team Support: peer-to-peer learning.
* Cutting-edge Resources & Mentorship: We champion your growth with abundant resources, mentorship, and career advice to set you up for unparalleled success

* Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, Ancillary Benefits (Full-Time)
* 401(k) plan with up to 3% company match offered Day 1! (PT and FT)
* Malpractice Insurance Provided
* PTO & Holiday (Full-Time)

Key Responsibilities:

* Conduct individual and group psychotherapy sessions for patients in a subacute or skilled nursing facility.
* Assess, diagnose, and treat a wide range of emotional and behavioral health conditions, including depression, anxiety, adjustment disorders, and cognitive decline.
* Develop and implement evidence-based treatment plans tailored to the needs of each patient.
* Collaborate with facility staff, interdisciplinary teams, and family members to support patient care.
* Maintain accurate and timely clinical documentation in accordance with regulatory standards using our clinician-designed electronic medical/health system (EHR).
* Monitor patient progress and adjust treatment plans as needed.

Requirements:

* Active and unrestricted license to practice as a Licensed Professional Counselor in State applying for.
* Effective oral and written communication in English
* Basic proficiency with technology, including electronic health records (EHR).
* Strong organizational and documentation skills, with attention to regulatory compliance.
* Ability to provide in-person services at assigned facilities, up to 45 minutes.
* Ability to walk, stand, and move between patient rooms and offices within the facility throughout the day.
* Full Vaccination and Booster Status may be required in some facilities.

Preferred Qualifications:

* Previous clinical experience in a subacute, long-term care, or geriatric healthcare setting.
* History of treating Anxiety, Depression and Adjustment Disorders.

* Psych or Addictions experience is a plus.

* Excellent time management and organizational skills.

SCT welcomes individuals with a variety of licensure types to join our exceptional team. We encourage you to reach out directly to learn more about current openings! Currently Hiring for Clinical Psychologist, LCSW, LPC, LMHC, and LMFT located in NJ, NY, PA, or MD.

Compensation details: 56 Yearly Salary

PI30c983ca5434-294
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