Client Services Associate/Office Manager Ark Asset AdvisorsClient Services Associate/Office ManagerPearl River, NY$65,000–$90,000 / yearPOSITION SUMMARY: The Client Services Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. · Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs.
Senior Registered Client Service Associate - New York, NY Raymond James Financial IncSenior Registered Client Service Associate - New York, NYNew York, NY$80,000–$96,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
FINRA Supervisory Specialist - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervisory Specialist - PNC Wealth ManagementBridgewater, NJ$45,000–$142,350 / yearThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
Merrill Advisor Development Program - Financial Advisor: Philadelphia Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Philadelphia MarketWayne, New JerseyEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Tax Director, IFRS - Financial Services Michael Page InternationalTax Director, IFRS - Financial ServicesNew York, New York$157,500–$192,500 / yearFull timeOur client is a leading global financial institution with a strong international presence and a reputation for excellence across capital markets, investment management, and wealth management services. The organization offers a collaborative, fast-paced environment where finance and tax professionals play a critical role in supporting strategic business objectives and meeting evolving regulatory requirements.
Associate, Working Capital Alvarez & Marsal Private Equity Performance Improvement Group, LLCAssociate, Working CapitalNew York, NYFull timeAlvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - CFO Services team in various locations throughout the U.S. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.
NewFinancial Advisor Fifth Avenue FinancialFinancial AdvisorNew York, NY$50,000–$175,000 / yearAt Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for driven, entrepreneurial professionals who want to build a successful practice, develop meaningful client relationships, and create a level of financial success directly tied to their performance. Fifth Avenue Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks, make an investment in any product or service, or provide sensitive information such as credit card numbers or banking PIN numbers as part of our hiring process.
Portfolio Manager Associate City National BankPortfolio Manager AssociateNew York, New YorkRemote$92,114–$156,880 / yearFull timeRespond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm’s investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client’s goals and aspirations - Create, research, and provide detailed ad-hoc analyses. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
Associate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorParsippany, NJFull timeStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
NewAVP, Senior Trustee Consultant LPL Financial Holdings IncAVP, Senior Trustee ConsultantNew York, NY$88,580–$147,599 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Client Service Associate - Hackensack, NJ Raymond James Financial IncClient Service Associate - Hackensack, NJHackensack, NJ$65,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Financial Advisor - Flagstar Bank LPL Financial ServicesFinancial Advisor - Flagstar BankSayreville, NJ$60,000–$120,000 / yearThis employment opportunity at Flagstar Bank in Sayreville, NJ would allow you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Flagstar Bank for financial solutions.
Principal Data Architect LPL Financial Holdings IncPrincipal Data ArchitectNew York, NY$155,942–$259,869 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateParamus, New JerseyOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Financial Advisor - M&T Bank LPL FinancialFinancial Advisor - M&T BankParsippany, New Jersey$70–$73 / hourThis exciting position will allow you to grow your career and business, helping the people and families that look to M&T Bank for financial solutions. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
Financial Advisor - Flagstar Bank LPL FinancialFinancial Advisor - Flagstar BankSayreville, New Jersey$60,000–$120,000 / yearThis employment opportunity at Flagstar Bank in Sayreville, NJ would allow you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Flagstar Bank for financial solutions.
Tax VP, SALT - Financial Services Michael Page InternationalTax VP, SALT - Financial ServicesNew York, New York$175,500–$214,500 / yearFull timeThe organization is known for its strong culture of excellence, innovation, and collaboration, providing employees with opportunities to work on sophisticated tax matters that impact a broad range of business activities across the United States. Our client is a premier global financial institution with a significant presence across investment banking, wealth management, asset management, and capital markets.
Financial Advisor - Peapack Private Bank and Trust - Bedminster, NJ LPL Financial Holdings IncFinancial Advisor - Peapack Private Bank and Trust - Bedminster, NJBedminster, NJ$40,000–$70,000 / yearThis employment opportunity at Peapack Private Bank & Trust in Bedminster, NJ would allow you to join the Investment Program at Peapack Private Bank & Trust as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Peapack Private Bank & Trust for financial solutions.
Registered Client Service Associate - Princeton, NJ Raymond James Financial IncRegistered Client Service Associate - Princeton, NJPrinceton, NJ$45,000–$75,000 / yearEducation High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $45,000.00-$75,000.00 Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
Senior Account Executive, Financial Services FlowX.AISenior Account Executive, Financial ServicesNew York, NY$175,000–$200,000While you'll be supported by the rest of the New York sales, marketing, and BDR teams, you will have a high degree of strategic autonomy regarding growth of your customer base. Source new opportunities to supplement the BDR & marketing teams lead generation efforts, with a focus on enterprise banking and insurance accounts.