J.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English PreferredClifton, NJUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Plainview, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Plainview, NYPlainview, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Advisor Compensation Analyst Wealth Enhancement Group LLCAdvisor Compensation AnalystNYRemote$60,000–$70,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Bachelor's degree or equivalent experience in accounting, business, or a related field demonstrated through one or a combination of the following: work experience, training, military experience, education.
Staff Full-Stack Software Engineer - Advisor Experience AddeparStaff Full-Stack Software Engineer - Advisor ExperienceNew York, NYIn this role, you will be the primary technical anchor for new capabilities including Secure Message Center — a compliant messaging experience built into Addepar's client portal that allows advisors and their clients to communicate directly within the platform. Architect, implement, and maintain full-stack engineering solutions to solve complex problems; write well-designed, efficient, and maintainable code that is scalable and extensible across frontend and backend systems.
Wealth Management Advisor (Melville, NY) TIAAWealth Management Advisor (Melville, NY)Melville, New YorkBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor (Stamford, CT) TIAAWealth Management Advisor (Stamford, CT)Stamford, ConnecticutBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor (Red Bank, NJ) TIAAWealth Management Advisor (Red Bank, NJ)Red Bank, New JerseyBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Senior Home Lending Advisor - Garden City NY JPMorgan Chase & CoSenior Home Lending Advisor - Garden City NYGarden City, NYJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Wealth Management Advisor (New York, NY) TIAAWealth Management Advisor (New York, NY)New York, NY$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Deals - FS Financial Due Diligence, Manager PricewaterhouseCoopers LLPDeals - FS Financial Due Diligence, ManagerNew York, NY$99,000–$232,000 / yearPreference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Finance, Health Administration/Public Health, Mathematics/Statistics, Risk Management/Insurance. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Deals - Financial Due Diligence - Manager PwCDeals - Financial Due Diligence - ManagerNew York, NY$99,000–$232,000 / yearYou will analyze financial information, focusing on quality of earnings, assets, cash flows, and other key client deal issues, helping clients navigate complex transactions and maximize value in their business deals. Preference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Finance, Health Administration/Public Health, Mathematics/Statistics, Risk Management/Insurance.
NewFinancial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services RepresentativeEast Hills, NY$90,000–$130,000 / yearBlue Ocean Wealth Solutions, LLC, a MassMutual Firm , is seeking motivated professionals interested in Financial Advising, Financial Planning, Wealth Management, Insurance, Investments, and Retirement Planning. Financial Services Professionals/Financial Services Representatives/Wealth Management Advisors are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.
Senior Estate Settlement Advisor - PNC Private Bank PNC BankSenior Estate Settlement Advisor - PNC Private BankMillburn, New JerseyEngages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewVice President, HR Business Advisor - Compliance, Conduct and Operational Risk (CCOR) JPMorgan Chase & CoVice President, HR Business Advisor - Compliance, Conduct and Operational Risk (CCOR)Jersey City, NJYou will use data, business acumen, and sound judgment to influence workforce strategy, organizational design, talent and succession planning, performance, and compensation decisions across a complex, global organization. Advise and influence senior leaders on org design, workforce planning, and re-organization efforts, including decision support, change planning, and leader accountability for adoption.
J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY, JPMorgan Chase & CoJ.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY,NYDeliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewWealth 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.
Head of Advisor Practice Management The Guardian Life Insurance Company of AmericaHead of Advisor Practice ManagementNew York, NY$155,370–$255,255 / yearThis preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers The Head of Advisor Practice Management leads the design and evolution of practice management frameworks, offerings, and consultation models that help advisors grow and strengthen their businesses.
Advisor Marketing Specialist Wealth Enhancement Group LLCAdvisor Marketing SpecialistNYRemote$68,000–$80,000 / yearAlign advisor team marketing plan with corporate marketing offerings and adoption of key growth drivers and initiatives using our Advisor Marketing Platform for events, email and social strategies from our content library and advisor crafted content. As the closest marketing connection to their assigned advisor teams, the Specialist brings creativity, insight, and proactive guidance to life across email, social, events, and campaigns.
Wealth Advisor Ivy Way PlacementsWealth AdvisorStamford, ConnecticutRemoteWhether you're helping clients plan for retirement, invest wisely, or build generational wealth, you’ll have access to robust tools, an open product platform, and a powerful referral network. If so, we invite you to join a dynamic and growing team that values your expertise, supports your success, and gives you the flexibility to do your best work—from wherever you choose.
Regional Analyst Brookfield CorpRegional AnalystNew York, NY$75,000–$85,000 / yearBrookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives. Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy.