FINRA Supervisory Specialist Senior Wealth Management (Senior & Non-Senior Roles) Veracity Software IncFINRA Supervisory Specialist Senior Wealth Management (Senior & Non-Senior Roles)Bridgewater, NJMotivation / Reason for Relocation (if not local): Motivation / Reason for interest in this position: Contact Number: Email ID: LinkedIn Profile URL: Full Address (Street, City, State, Zip Code): Notice Period (in weeks): Current Work Authorization Status: Expected Salary: Are you able to relocate on your own expenses and work 100% ON-SITE in United States - Alabama - Birmingham | United States - Florida - Jacksonville | United States - Florida - Miami | United States - Florida - Orlando | United States - North Carolina - Charlotte | United States - North Carolina - Raleigh | United States - New Jersey - Cherry Hill | United States - Ohio - Columbus | United States - Texas - Bellaire | United States - Texas - Dallas | United States - Michigan - Ann Arbor | United States - Ohio - Cleveland | United States - Pennsylvania - Pittsburgh | United States - Arizona - Phoenix | United States - New Jersey – Bridgewater?. Location: United States - Alabama - Birmingham | United States - Florida - Jacksonville | United States - Florida - Miami | United States - Florida - Orlando | United States - North Carolina - Charlotte | United States - North Carolina - Raleigh | United States - New Jersey - Cherry Hill | United States - Ohio - Columbus | United States - Texas - Bellaire | United States - Texas - Dallas | United States - Michigan - Ann Arbor | United States - Ohio - Cleveland | United States - Pennsylvania - Pittsburgh | United States - Arizona - Phoenix | United States - New Jersey – Bridgewater.
Advisory Program Product Specialist Oppenheimer & Co. Inc.Advisory Program Product SpecialistNew York, NY$70,000–$80,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This role works closely with Financial Advisors, Compliance, Program Administration, and Technology teams to support Financial Advisor Directed and Discretionary Advisory Programs and related business initiatives.
NewRegional Director (Northeast Region) Oppenheimer & Co. Inc.Regional Director (Northeast Region)New York, NY$135,000–$150,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The Regional Director will be responsible for developing and growing advisor relationships across the Northeast region, driving adoption of OAM investment solutions, supporting asset gathering initiatives, and executing regional business development strategies.
Client Service Associate Kestra Financial Independent AdvisorClient Service AssociateHamilton, NJThe CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies. The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice.
Regulatory Reporting Associate Page GroupRegulatory Reporting AssociateNew York, NY$75,000–$85,000 / yearFull timeExperience in financial services or public accounting supporting financial services clients preferred. A successful Regulatory Reporting Associate should have: A background in accounting or finance, with knowledge of financial reporting principles.
Accounts Payable Associate- Financial Services- NYC Page GroupAccounts Payable Associate- Financial Services- NYCNew York, NY$80,000–$120,000 / yearFull timeOpportunity to join a growing accounting function and get involved in tasks outside of accounts payable- fund accounting, tax, etc. Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling books of accounts.
NewAssociate Financial Advisor Jambalaya GroupAssociate Financial AdvisorWhite Plains, NYBhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice.
Night Shift FX Ops Associate Page GroupNight Shift FX Ops AssociateIselin, NJ$88,000–$110,000 / yearFull timeThe successful candidate will be responsible for monitoring operational processing, managing exceptions, coordinating issue resolution, and ensuring critical deadlines are consistently achieved. Coordinate with clients, liquidity providers, financial institutions, market infrastructures, and other external stakeholders regarding operational activities and testing initiatives.
NewFinancial Coordinator CYNET SYSTEMSFinancial CoordinatorRaritan, NJ$28–$33 / hourTemporaryContractorPart timeAs a nationally and locally certified Minority Business Enterprise (MBE), Cynet Systems is committed to helping organizations build high-performing teams while empowering professionals to grow rewarding careers. We deliver agile, scalable talent solutions across IT, engineering, life sciences, clinical, and professional staffing, powered by a high-performing recruitment engine operating across North America and Asia.
HR Associate - Onsite NYC - $115K Page GroupHR Associate - Onsite NYC - $115KManhattan, NY$95,000–$115,000 / yearFull timeThis newly created position comes as the firm continues to expand across the U.S. and globally, creating an excellent opportunity for an HR professional who enjoys balancing recruiting, payroll, employee support, and HR operations within a high-performance investment environment. The HR Associate will sit in the New York office and will work closely with U.S. leadership while partnering extensively with a well-established Human Capital team across Asia.
CRE Business Development Manager Page GroupCRE Business Development ManagerManhattan, NY$100,000–$120,000 / yearA successful Business Development Manager should have: Experience in business development, sales, or client relationship management within the financial services industry. The Business Development Manager will focus on driving growth and building strong client relationships within the financial services industry.
Registered Client Service Associate (Florham Park) Oppenheimer & Co. Inc.Registered Client Service Associate (Florham Park)Florham Park, NJ$60,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Mutual Fund Services Administration Specialist Oppenheimer & Co. Inc.Mutual Fund Services Administration SpecialistNew York, NY$90,000–$100,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'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.
NewFinancial Services Associate Attorney JobotFinancial Services Associate AttorneyNew York, NY$235,000–$365,000 / yearBillable-hour framework: 2,000-hour annual bonus threshold, with market reporting indicating approximately 1,800 client-billable hours and up to 200 qualifying hours for pro bono and other approved activities. 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.
Technical Program Manager Page GroupTechnical Program ManagerNew York, NY$130,000–$220,000 / yearFull timeWe are partnering with a leading Financial Services organization that is expanding its technology delivery team and hiring multiple Technical Program Managers across both mid-level and senior-level positions. You will partner closely with engineering teams, product leaders, architects, and stakeholders to ensure delivery remains aligned, risks are identified early, and teams can execute effectively.
NewFinancial Advisor Forest Hills Financial GroupFinancial AdvisorNew York, NY$80,000–$150,000The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Commercial Loan Operations Consultant Page GroupCommercial Loan Operations ConsultantManhattan, NY$45–$50 / hourThe Loan Operations Consultant will support the financial services industry by managing loan processing tasks with accuracy and efficiency. This temporary position is based in New York and focuses on ensuring smooth operations within the banking and financial services department.
Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+Woodbridge Township, NJ$150,000–$350,000Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising. We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.
Trading Operations Processor Page GroupTrading Operations ProcessorManhattan, NY$34–$38 / hourContractorThe Trading Operations Processor will handle critical operational tasks within the financial services industry, ensuring smooth processing and support for banking and financial transactions. A successful Trading Operations Processor should have: Experience with banking or financial services operations.