As a Financial Adviser at Lakeland Bank (Financial Services - Raymond James), you are responsible for providing comprehensive financial planning and advice to help individuals and families pursue their finance goals. You will work one-on-one with clients to develop individually tailored financial plans comprised of personalized investment products and brokerage services including wealth management, insurance, and trust services. Your objective is to provide clients ongoing assistance through services and products, to assist them accumulate wealth and safeguard their assets.
This position is services Bernardsville / Morristown /Summit / Mendham / Boonton / Bloomingdale / Cedar Crest
Bachelor’s degree strongly preferred
Demonstrates ability to generate production through customer needs. Possess a “Client First” selling approach at all times.
All Lakeland Bank employees must be bondable. FBI background checks are required to confirm eligibility for bonding. Note: A guilty plea or criminal conviction will not necessarily preclude employment at Lakeland Bank.
Lakeland Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, disability, protected veteran status or any other characteristic protected by law.