Lakeland Bank

VP- Financial Advisor, Bernardsville / Morristown

Job Locations US-NJ-Morristown
Posted Date 7 months ago(7/7/2021 4:18 PM)
Job ID
151 South Street
Zip Code


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


 Key Responsibilities:

  • Meet with clients to develop an investment and risk profile requisite for sales of NDIPs. Based on analysis of client's investment and risk profile recommend suitable NDIPs.
  • Process buy and sell orders of securities held by clients of the bank.
  • Provide investment advisory services through the use of client profiles and financial plans.
  • Maintain client files in accordance with FINRA.
  • Coach branch employees to foster qualified referrals of bank clients.
  • Work existing book of business to cross sell insurance and other NDIPs.
  • Stay current with new investment products and market trends
  • Attend business calls with Branch Managers and Lending Officers.
  • Conduct productive networking and prospecting in the community
  • Coordinate 401k plan reviews with product manager.
  • Ability to meet and exceed sales goals.
  • Attend Branch Investment Days and after hours events


  • Bachelor’s degree strongly preferred

  • Demonstrates ability to generate production through customer needs. Possess a “Client First” selling approach at all times.

  • Knowledgeable in accounting, marketing, business administration and finance.
  • Minimum of 2-3 years of Sales experience in the business industry
  • Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients and general public
  • Ability to create teams and partnership throughout the bank; develop branch employees to refer financial services to drive business
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Holds FINRA Series 7 and Series 65 or 66 plus New Jersey Life and Health licenses.
  • Working knowledge of technology and software planning tools sufficient to analyze and report financial data
  • Must be bondable

Employment Eligibility

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.

Scheduled Hours

Monday-Friday 8:30am-5:00pm



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