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Financial Advisor Jobs in Uptown, NJ

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Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
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Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

3 days ago

Financial Planner Jobot

Madison, NJ

$150,000–$180,000 / year
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Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Comfort working independently, navigating evolving priorities, and balancing technical rigor with a thoughtful client experience.

3 days ago

Wealth Advisor Jobot

Madison, NJ

$125,000–$150,000 / year
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Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You’ll serve as the primary advisor for an assigned group of client relationships with up to $3 million in assets, delivering thoughtful advice, proactive communication, and consistent follow-through.

3 days ago

CFO Jobot

Oyster Bay, NY

$275,000–$330,000 / year
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The ideal candidate brings a combination of construction, real estate, development, and property management expertise, coupled with the executive presence to guide financial strategy, optimize portfolio performance, and support acquisition and development activities. This executive will serve as a strategic partner to ownership and senior leadership, overseeing all aspects of financial management, capital planning, real estate accounting, development finance, and long-term growth initiatives.

1 day ago

Associate Financial Planner New York Life - Uniondale

Uniondale, NY

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Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Qualifications: Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.

3 days ago

Financial Services Litigation Partner Jobot

New York, NY

Remote

$200,000–$350,000 / year
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Its growing Financial Services and Institutions practice counsels and defends broker-dealers, registered investment advisors, insurance agents, and other financial services firms and professionals in FINRA, AAA, and other arbitrations, in state and federal courts, and in regulatory examinations and proceedings. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

3 days ago

Wealth Advisor Charles Schwab

Stamford, CT

Client 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.

24 days ago

Senior Manager, Wealth Advisor Charles Schwab

Stamford, CT

Time Management:Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. • Client Experience:Demonstratedability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

24 days ago

Senior Financial Analysis Lead Vaco LLC

New York, NY

$65–$75 / hour

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The ideal candidate is an analytical, solutions-oriented finance professional who thrives in a fast-paced environment, excels at translating complex financial data into actionable insights, and fosters a collaborative partnership culture across the organization.

Today

Director of Financial & Planning Analysis Vaco LLC

New York, NY

$60–$68 / hour

7 days ago

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

New York, NY

$120,000–$140,000 / year
Quick Apply

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.

3 days ago

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

New York, NY

$200,000–$260,000 / year
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Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

3 days ago

Director, Financial Management (FP&A)- Card Discover Financial Services

New York, NY

$187,300–$213,700 / year

You will work directly with the Card Business Leadership Team, the Card Finance Leadership Team, and key senior leaders across various Finance disciplines, including Corporate Planning, Accounting, Balance Sheet & Capital Planning, and Corporate Development. We want leaders with the ability to build collaborative partnerships across a broad set of stakeholders, who hold exceptional problem-solving abilities in undefined and complex situations, and are excited about working with a robust stakeholder team.

11 days ago

Assurance Manager - Financial Services Bdo Consulting

New York, NY

$120,000–$140,000 / year

Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. In this role, the Assurance Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections.

28 days ago

Assurance Director - Asset Management & Financial Services Bdo Consulting

Stamford, CT

$180,000–$265,000 / year

Business Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.

4 days ago

Trust & Estates Associate Jobot

Greenwich, CT

$150,000–$200,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.

3 days ago

Financial Markets Advisory, Director BlackRock

New York, NY

$210,000–$270,000 / year

The Director will be expected to act as a senior thought partner to FMA leadership, helping to identify priority themes, grow key client relationships, and build new advisory and investment collaboration opportunities aligned with BlackRock’s broader commercial objectives. BlackRocks Financial Markets Advisory group (“FMA”) provides counsel to financial institutions, sovereigns and official institutions across a range of strategic, capital, balance sheet, risk and regulatory matters, across both public and private markets.

Today

Retail Tax Advisor Intuit

MINEOLA, NY

$32.50–$36 / hour

Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.

Today

Senior Tax Advisor – In-Store Intuit

BROOKLYN, NY

$32.50–$36 / hour

Today

In-Store Tax Advisor Intuit

BRONX, NY

$32.50–$36 / hour

Today

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Financial Advisor Jobs in Uptown, NJ

Senior Financial Advisor / Private Wealth Advisor Jobot

Financial Planner Jobot

Wealth Advisor Jobot

CFO Jobot

Associate Financial Planner New York Life - Uniondale

Financial Services Litigation Partner Jobot

Wealth Advisor Charles Schwab

Senior Manager, Wealth Advisor Charles Schwab

Senior Financial Analysis Lead Vaco LLC

Director of Financial & Planning Analysis Vaco LLC

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Director, Financial Management (FP&A)- Card Discover Financial Services

Assurance Manager - Financial Services Bdo Consulting

Assurance Director - Asset Management & Financial Services Bdo Consulting

Trust & Estates Associate Jobot

Financial Markets Advisory, Director BlackRock

Retail Tax Advisor Intuit

Senior Tax Advisor – In-Store Intuit

In-Store Tax Advisor Intuit

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