Wealth Planning Associate Royal Bank of CanadaWealth Planning AssociateFlorham Park, New Jersey$60,500–$104,500 / yearIn the first year of the program, you will focus on building planning expertise, mastering MoneyGuidePro and RBC’s wealth planning methodology, supporting Financial Advisors within your local Complex and territory, and completing required licensing and credentialing milestones. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Trust & Estate Planning Specialist Neuberger Berman Group LLCTrust & Estate Planning SpecialistNew York, NY$220,000–$260,000 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. Additionally, the team caters to the trust administration needs of wealthy families through our internal trust company, Neuberger Trust Company, which serves as trustee in all 50 states and oversees $17.2B in assets across UHNW and strategic client relationships.
Eligibility Service Coordinator (Bilingual Required) SavistaEligibility Service Coordinator (Bilingual Required)Hackensack, New Jersey$18–$22 / hourKeywords: Customer Service,Data Entry,Clerical,Office Admin,Administrative, Receptionist,Front Desk, Representative,Scheduling,Scheduler, Office Assistant, Assistant, Call Center,Healthcare, Entry Level,Services,No Weekends, On the Job Training,Intake Coordinator, Support Specialist, Patient Support,Medical. In this role, you’llcoordinate patient scheduling, manage documentation, and facilitate communication between patientsandSavista’s Eligibility Specialistwho will assistthe patientwith obtainingfinancial assistancethrough programs like Medicaid, Medicare, disability, and hospital charity careprograms.
Wealth Advisor Moneco AdvisorsWealth AdvisorHarrison, NYMoneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. You'll work alongside experienced professionals, contribute from day one, and see firsthand the impact financial planning has on real people's lives.
Director of Product Management LearnLuxDirector of Product ManagementNew York, ColoradoYou’ll operate at multiple zoom levels, from setting long-term product direction and shaping our operating model to working directly with Product, Design, and Engineering on the experiences we’re building. As LearnLux grows, you’ll grow the Product and Design organization alongside it, evolving our talent, capabilities, and ways of working to ensure we continue rising to the opportunities in our market.
Sales Development Representative (SDR) LearnLuxSales Development Representative (SDR)New York, NY$60,000–$70,000 / yearOur award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals.
Wealth Advisor SimpleCITIWealth AdvisorGarden City South, NYWe currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.
Wealth Management Advisor Blue Ocean Wealth Solutions, LLC- A MassMutual FirmWealth Management AdvisorEast Hills, NY$100,000–$200,000 / yearSecurities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryStamford, CTClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Wealth Advisor AprioWealth AdvisorNew York, NY$150,000–$250,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
ETF Specialist, RIA & Intermediary Distribution Virtus Investment Partners IncETF Specialist, RIA & Intermediary DistributionNYRemote$160,000–$175,000 / yearVirtus ETF Solutions (VES), an affiliate of Virtus Investment Partners, operates a multi-manager ETF platform that provides investors access to differentiated investment capabilities from select sub-advisors across equity, fixed income, multi-asset and alternative investment strategies. The ETF Specialist will serve as a dedicated ETF resource to the Virtus distribution organization, partnering closely with internal sales professionals to expand ETF adoption and market share across the Registered Investment Advisor (RIA), Independent Broker-Dealer and Private Client channels.
Director Of Product Management LearnLux IncDirector Of Product ManagementNew York, NY$190,000–$230,000 / yearYou'll operate at multiple zoom levels, from setting long-term product direction and shaping our operating model to working directly with Product, Design, and Engineering on the experiences we're building. As LearnLux grows, you'll grow the Product and Design organization alongside it, evolving our talent, capabilities, and ways of working to ensure we continue rising to the opportunities in our market.
Sales Development Representative SDR LearnLux IncSales Development Representative SDRNY$60,000–$70,000 / yearOur award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals.
Money Editor, CNBC Make It VERSANT Media Group, Inc.Money Editor, CNBC Make ItEnglewood Cliffs, NJ$90,000–$130,000 / yearThis editor will play a key role in shaping Make It's daily and enterprise coverage, working closely with reporters, producers and senior editors to identify compelling angles, elevate story ideas and ensure every piece is clear, useful, memorable and true to the Make It voice. The ideal candidate is both a rigorous editor and an imaginative thinker - someone who can sharpen a reported piece, improve structure and flow, craft irresistible headlines and leads, and help develop smart editorial franchises that connect with ambitious readers.
Money Editor, CNBC Make It VERSANT Media Group IncMoney Editor, CNBC Make ItEnglewood Cliffs, NJ$90,000–$130,000 / yearThis editor will play a key role in shaping Make It's daily and enterprise coverage, working closely with reporters, producers and senior editors to identify compelling angles, elevate story ideas and ensure every piece is clear, useful, memorable and true to the Make It voice. The ideal candidate is both a rigorous editor and an imaginative thinker - someone who can sharpen a reported piece, improve structure and flow, craft irresistible headlines and leads, and help develop smart editorial franchises that connect with ambitious readers.
Assoc. Private Client Advisor KeyCorpAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Hedge Funds and Liquid Alternatives Assistant Vice President StifelHedge Funds and Liquid Alternatives Assistant Vice PresidentNew York, New YorkFull timeThe Assistant Vice President (AVP) is responsible for sourcing, evaluating, monitoring, and supporting a broad range of alternative investment and tax-aware solutions, including hedge funds, liquid alternative mutual funds, private funds, long-only limited partnerships, exchange funds, tax-aware long/short strategies, opportunity zone funds, 721 exchange strategies, 1031 exchange-related solutions, tax-managed separately managed accounts (SMAs), and other tax-deferral and tax-efficient investment products. What You'll Be Doing: The Hedge Funds and Liquid Alternatives Assistant Vice President (AVP) is responsible for sourcing, monitoring and evaluating various hedge fund and liquid alternative investment products, which includes hedge funds, liquid alternative mutual funds, long-only limited partnerships, tax-deferral products, and other alternative investment products.
NewAssoc. Private Client Advisor Keybank National AssociationAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Adjuncts - Adjuncts for CFP Certificate program- Fall 2026 Fairleigh Dickinson UniversityAdjuncts - Adjuncts for CFP Certificate program- Fall 2026NJJob Title: Adjuncts - Adjuncts for CFP Certificate program- Fall 2026 Campus: Florham Campus, Madison, NJ Department: Accounting, Tax & Law Department-Florham Hiring Manager: Ron West Hiring Manager Title: CFP Program Director College: Silberman College of Business Position Type: Faculty Grade: Adjunct FLSA: Exempt Faculty Rank: Adjunct Faculty Salary: $ 2,166.67 per credit General Benefits. Status: No Response Months Worked: No Response Job Summary: Adjunct instructors to teach on Zoom (and possibly in person on the Florham campus, NJ) for a graduate level CFP Certificate program that is a CFP Board registered program.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryJersey City, NJManager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.