NewEntry Level Financial Services Vaco LLCEntry Level Financial ServicesJersey city, NJ$26Determining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Complex Commercial Litigation Associate – Bank-side (defense) financial services litigation Beta-Search, IncComplex Commercial Litigation Associate – Bank-side (defense) financial services litigationMorristown, NJ$160,000–$180,000 / yearYou’ll defend Fortune 500 financial institutions in high-stakes commercial litigation — this is a rare opportunity to do sophisticated bank-side work at a firm whose specialty practice was named NJ Law Journal Litigation Department of the Year in 2020, with a real partnership track from within. Complex Commercial Litigation Associate with 4–8 years of post-JD experience to join Law firm award-winning Securities Litigation, Arbitration, Regulation and Investigations group.
Financial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Marlton, NJBCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
Financial Controller Diagnostica Stago, Inc.Financial ControllerParsippany, NJ$100,000–$130,000 / yearFull timeMust have a strong understanding of: US GAAP; IFRS; Tax compliance; Revenue recognition; Inventory accounting; Internal controls; Audit management; ERP implementation and process transformation experience preferred; High level of proficiency in ERP systems and use of reporting tools to analyze large amount of data required. The successful candidate will build and develop a high-performing team, cultivate a culture of accountability and continuous improvement, and help position Finance as a trusted business partner that enables growth while protecting the financial health of the organization.
NewPatient Financial Nav Advisor - 6 TalentBurst, Inc.Patient Financial Nav Advisor - 6Camden, NJ$24 / hourPFNA will educate and provide patient with a clearly defined estimate of the patient’s financial responsibility for all services, including office visits, testing, diagnostic studies, surgeries and procedures via phone, written correspondence and MyChart communication. Minimum 3 years of experience in healthcare revenue cycle registration, health insurance, patient financial responsibility and point of service collections, working specifically with health insurance plans.
NewInterim CFO Vaco LLCInterim CFOFairfield, NJ$100–$125 / hourDetermining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Chief Financial Officer Non Profit Catholic Charities, Diocese of MetuchenChief Financial Officer Non ProfitPerth Amboy, NJ$145,000–$155,000 / yearFull timeCatholic Charities, Diocese of Metuchen (CCDOM), with more than 450 employees is a non-profit, social services agency with its mission, driven by Catholic social teaching, of providing quality services with dignity and respect to the poor, vulnerable and all people in need and partnering with families and communities to improve the quality of life. As a member of the Executive team, the CFO reports directly to the Executive Director and is responsible for managing all activities related to the Agency’s accounting and financial reporting in accordance with generally accepted accounting principles.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesWoodbridge, NJ$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Financial Operations Associate Stonex GroupFinancial Operations AssociateWarren, NJ$40,000–$43,000 / yearAs a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
VP Professional Services, Data Experience Dassault SystèmesVP Professional Services, Data ExperienceIselin, NJ$216,000–$288,000 / yearYou are a "player-coach" at heart—a strategic leader who can command a room with a C-suite executive, a data-savvy expert who can guide a team through a complex analytics strategy, and a proven people manager who excels at mentoring and scaling a world-class team. Celebrating 25 years of ground-breaking technological innovation across more than 36,000 trials and 11 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry.
NewMortgage Advisor-CGS Weichert, RealtorsMortgage Advisor-CGSCherry Hill, NJThe MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).
NewMortgage Advisor Weichert, RealtorsMortgage AdvisorShip Bottom, NJEstablished in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.
NewValet Services Attendant The Parking SpotValet Services AttendantNewark, NJ$16Can read and speak the English language sufficiently to converse with the general public, to understand highway traffic signs and signals in the English language, to respond to official inquiries, and to make entries on reports and records in compliance with the DOT regulations that require these skills. With more than 25 years in business, The Parking Spot has grown into the largest near-airport parking company in the United States with over 2,000 valued team members spread across over 40 locations nationwide.
NewAssistant Controller Vaco LLCAssistant ControllerNew Brunswick, NJ$110,000–$118,000 / yearDetermining 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 Assistant Controller will work closely with the Controller and senior leadership to ensure accurate financial reporting, maintain strong internal controls, and support the financial management of various affiliated entities and partnerships.
NewAccounts Payable Specialist Vaco LLCAccounts Payable SpecialistWall, NJ$75,000–$80,000 / yearDetermining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAP Specialist Vaco LLCAP SpecialistRed Bank, NJ$70,000–$80,000 / yearDetermining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewCommercial Loan Operations Specialist Vaco LLCCommercial Loan Operations SpecialistFairfield, NJRemote$50–$75 / hourDetermining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Retail Customer Service Associate FedExRetail Customer Service AssociateBudd Lake, New Jersey$19.70–$26.60 / hourFull timeAdoption Assistance Program (regular part-time/full-time employees with 12 months continuous service), LTD & STD Disability (regular full-time employees after completing 180 days of active employment), Life Insurance (part-time/full-time employees are eligible for basic and supplemental life insurance and accidental death and dismemberment (AD&D) on date of hire. The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority.
Data Architect/Modeler Drevol LLCData Architect/ModelerJersey City, NJ$65 / hourFull timeExperience with dbt (Data Build Tool) for: Data transformation and modeling, ELT pipeline development within Snowflake/Databricks, Modular, reusable SQL-based data workflows, Data testing, documentation, and version control integration. -Experience with dbt (Data Build Tool) for: Data transformation and modeling, ELT pipeline development within Snowflake/Databricks, Modular, reusable SQL-based data workflows, Data testing, documentation, and version control integration.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingWoodbridge, NJ$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
NewReceptionist/Administrative Assistant AtriumReceptionist/Administrative AssistantRed Bank, NJOur client is looking for a reliable and client-focused Receptionist/Administrative Assistant to serve as the first point of contact for clients while supporting the day-to-day operations of our office. By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners.
Labor and Employment Associate JobotLabor and Employment AssociatePrinceton, NJ$120,000–$180,000 / yearInformation 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. A well-established and growing law firm in the Mid-Atlantic region, known for its exclusive representation of management-side clients in both the public and private sectors, is seeking an associate attorney to join its employment law practice.
Sr ProServe Account Executive - Financial Services, NAMER FINANCIAL SERVICES Amazon.com IncSr ProServe Account Executive - Financial Services, NAMER FINANCIAL SERVICESJersey City, NJAs ProServe's customer facing relationship owner you'll be primarily focused on understanding and defining business outcomes for customers by building trust, identifying applicable AWS Professional Services offerings, and creating proposals and securing customer signoff of SOW's. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate and Infrastructure Transactions Senior AssociateNJ$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateNJ$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .
Financial Services Litigation Attorney - Commercial Hinshaw & Culbertson LLPFinancial Services Litigation Attorney - CommercialIselin, NJ$140,000–$210,000 / yearThe position is an exceptional opportunity for candidates seeking high responsibility to partner with clients and supervising attorneys to develop strategy, litigate, and resolve disputes involving defaulted commercial loans for traditional and non-traditional lenders. Candidates must possess experience analyzing and reviewing loan-level documentation, drafting pleadings, dispositive motions, and workout resolution agreements, and arguing motions/handling court appearances.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesNJ$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Financial Services Recruiter L'attitudeFinancial Services RecruiterNewark, NJIf you're passionate about helping people grow their careers while partnering with companies to build high-performing teams, we have the perfect opportunity as a Financial Services Recruiter. At L'Attitude Recruiting, we're on a mission to connect exceptional talent with exceptional companies, and we're looking for an experienced Financial Services Recruiter to help us fuel that mission.
Customer Service Representative Financial Services Ultimate Staffing ServicesCustomer Service Representative Financial ServicesLakewood, New Jersey$60,000Ultimate Staffing is partnering with our client in the Lakewood-Toms River area to hire a Customer Service Representative for their expanding financial services team. We're looking for a polished, knowledgeable candidate with experience in financial institutions and a strong understanding of stocks, securities, and investments.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesNJAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerFlorham Park, NJ$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerNJ$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerFlorham Park, NJ$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Senior Retirement Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Retirement Advisor - The Baldwin Group Financial ServicesHolmdel, NJFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. • Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Microsoft Ai & Automation Governance Engineer – Productivity Intelligence (Financial Services), VP Mitsubishi UFJ Financial GroupMicrosoft Ai & Automation Governance Engineer – Productivity Intelligence (Financial Services), VPJersey City, New JerseyWorking in collaboration with Enterprise Security help implement Data Loss Prevention (DLP) policies on two levels: (1) Power Platform DLP policies in the Power Platform Admin Center to govern connector and data source usage, controlling what agents can do — which connectors they may use, which knowledge sources are accessible, and which publishing channels are permitted; and (2) Microsoft Purview DLP policies in the Purview compliance portal to monitor and prevent leakage of sensitive data through Copilot/AI interactions, controlling what data can flow through them. Enterprise-Scale Digital Transformation: Experience guiding an organization through a large-scale platform adoption or transformation initiative (e.g., rolling out Teams, SharePoint, or Power Platform globally with proper governance) Familiarity with organizational change management techniques and champion network models.
Microsoft Ai & Automation Governance Engineer - Productivity Intelligence (Financial Services), VP MUFG Americas Holdings CorpMicrosoft Ai & Automation Governance Engineer - Productivity Intelligence (Financial Services), VPJersey City, NJ$127–$205 / hourWorking in collaboration with Enterprise Security help implement Data Loss Prevention (DLP) policies on two levels: (1) Power Platform DLP policies in the Power Platform Admin Center to govern connector and data source usage, controlling what agents can do - which connectors they may use, which knowledge sources are accessible, and which publishing channels are permitted; and (2) Microsoft Purview DLP policies in the Purview compliance portal to monitor and prevent leakage of sensitive data through Copilot/AI interactions, controlling what data can flow through them. Enterprise-Scale Digital Transformation: Experience guiding an organization through a large-scale platform adoption or transformation initiative (e.g., rolling out Teams, SharePoint, or Power Platform globally with proper governance) Familiarity with organizational change management techniques and champion network models.
Vice President, Financial Services Sales Intapp IncVice President, Financial Services SalesNJIntapp is seeking a VP of Financial Services Sales to lead a team of Client Development Directors responsible for developing new relationships (pursuits) and expanding existing partnerships (growth) across top-tier financial services clients. What youll need: 15+ years of experience in enterprise software sales, with a demonstrated track record of both winning net-new logos (pursuits) and expanding strategic accounts (growth) in complex, value-based environments.
Healthcare Financial Advisory Services Associate Huron Consulting Group IncHealthcare Financial Advisory Services AssociateNJRemote$120,000–$165,000 / yearMinimum of 2 years of consulting experience in healthcare financial advisory supporting provider clients such as health systems, hospitals, and other acute care organizations, or comparable experience within a health system or provider organization in a strategic financial leadership capacity. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesNJThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Banking & Financial Services Sales Director NTT DATA Group CorpBanking & Financial Services Sales DirectorNewark, NJAs part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. Strategic & Consultative Approach: 8 years' experience leading client team engagements that involve translating client challenges into high-value, outcome-driven solutions and working with working with industry analysts/advisors such as Gartner, Everest, Forrester, ISG, or IDC.
Insurance and Financial Services Position - State Farm Agent Team Member David Roy - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberUnion, NJEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Sales Manager.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerFlorham Park, NJ$124,000–$335,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Financial Services Tax - Real Estate and Infrastructure Transactions Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate and Infrastructure Transactions ManagerNJ$99,000–$266,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .
Principal AI Consultant, Financial Services (AI COE) NICE Systems, Inc.Principal AI Consultant, Financial Services (AI COE)Hoboken, NJFull timeYou will serve as a trusted advisor to internal teams and enterprise customers, bringing expert knowledge of Financial Services operations, service journeys, automation opportunities, customer expectations, regulatory sensitivity, and industry trends. You will help connect NiCE AI solutions such as Copilot, AutoSummary, Autopilot, and Conversational AI to the realities of Financial Services environments and identify where AI can improve efficiency, service quality, employee productivity, and customer experience.
NewFinancial Services Specialist Interstate Waste ServicesFinancial Services SpecialistTeaneck, New JerseyOverview: Interstate Waste Services is the most progressive and innovative provider of solid waste and recycling services in the greater New York, New Jersey and Connecticut markets with a rail-served landfill in Ohio. During periods of lower inquiry volume, support core finance operations including accounts receivable follow up, billing review, cash application, collections activities, and payment reconciliation based on business needs and individual experience.
Senior Account Manager - Financial Services NVIDIA CorpSenior Account Manager - Financial ServicesNJThis person should have the ability to shift easily from working with senior level executives and strategy decision makers to data scientists, and IT leaders at customers and prospects. At NVIDIA, we are seeking a high-energy and experienced sales professional with a validated successful track record of leading enterprise accounts in the Financial Services Industry!
Financial Solutions Advisor - Participant Services (Series 7 required) Bank of America CorpFinancial Solutions Advisor - Participant Services (Series 7 required)Pennington, NJ$65,000–$85,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedAdditional Skills Needed:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. We'll help you: • Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs• Consistently identify participant opportunities and engage key partners as needed• Ability to grasp and apply complex technical material quicklyRequired Qualifications• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)• Passion for excellence and willingness to work to exceed client expectations• Strong computer skills with an ability to multitask in a fast paced environmentEnterprise Job Description:This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Financial Services Specialist – New Jersey All Financial FreedomFinancial Services Specialist – New JerseyTrenton, NJ$40,000–$85,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Account Executive – Financial Services SageAccount Executive – Financial ServicesTrenton, NJWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Assurance Manager - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Manager - Financial ServicesNJ$85,000–$150,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.