201 Results for

Investment Advisor Jobs in Jefferson, NJ

Jobs

New!

New City, NY5 days ago

$140,000–$150,000 Per Year

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. Day to day Responsibilities: Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes.

Summit, NJ7 days ago

$210,000–$260,000

Leads the design and governance of enterprise-wide investment strategy and portfolio prioritization, shaping critical resource allocation decisions across R&D, capital investments and commercial initiatives to enable delivery of the organization’s long-range growth strategy. By celebrating our differences and creating a culture of curiosity and empathy, we are able to better understand and connect with our patients and donors, foster strong relationships with our stakeholders, and sustain a diverse workforce that will move our company and industry into the future.

Newark, NJ14 days ago

$60,000–$90,000 Per Year

The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.

Springfield, NJ30+ days ago

Remote

$60,000–$75,000 Per Year

The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close.

Jersey City, NJ30+ days ago

Full-time

You will leverage talent development expertise as well as consulting, project management and analytical skills to advise business leaders on talent solutions and support function-specific talent initiatives for your client segment through the execution of talent discussions, leadership team/offsite workshops, manager development sessions, and executive coaching. In this high impact role, you will have the opportunity to contribute to an overarching talent strategy through partnership with cross-functional teams and will support utilization and improvement of the HR, Talent & Employee Experience products to meet business demand and contribute to the improvement of the firmwide talent advisory offerings.

New!

New York, NYToday

$140,000–$185,000

Actual openings may vary based on employer type (wealth management firms, asset managers, investment banks, registered investment advisors, family offices, or institutional consultants), client segment, and asset class focus. These roles typically involve close collaboration with advisors, portfolio managers, research teams, and risk and compliance professionals to ensure portfolios align with client objectives, risk tolerance, and market conditions.

Bedminster, New Jersey30+ days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Colonia, NJ30+ days ago

Using 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.

nanuet, NY30+ days ago

This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using 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.

Montclair, NJ30+ days ago

Using 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 Americas households and small businesses achieve their financial goals through a broad range of financial products.

Staten Island, NY30+ days ago

Full-time

Jersey City, NJ30+ days ago

Full-time

Montclair, NJ30+ days ago

Full-time

East Rutherford, NJ30+ days ago

Full-time

New!

New York, NYToday

$140,000–$185,000

Actual openings may vary based on employer type (asset managers, hedge funds, private equity firms, investment advisors, fund administrators, or fintech platforms), asset class focus, and organizational structure. The role combines transaction processing, data oversight, and cross-functional coordination to support portfolio managers and traders while maintaining strong operational controls.

Basking Ridge, NJ30+ days ago

Remote

Full-time

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

Springfield, NJ30+ days ago

$60,000–$75,000 Per Year

You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. We are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients.

New!

Denville, NJ4 days ago

Creates internal partnerships with other functional support groups, as well as partnerships with external business partners for the products and services they provide. A CSA candidate should have sales experience since they are frequently tasked with working with clients encouraging a positive customer experience environment.

New!

New York, NYToday

$140,000–$185,000

A lower middle-market private equity firm (representative of firms within our network) may seek a highly analytical Investment Evaluation Analyst to support the assessment and underwriting of potential investments. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities.

New!

New York, NYToday

$140,000–$185,000

It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles focused on direct co-investment opportunities alongside private equity sponsors and lead investors. Co-Investment Analysts support investment teams by evaluating, executing, and monitoring direct co-investment opportunities alongside private equity and alternative asset sponsors.

summit, NJ30+ days ago

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

New!

New York, NYToday

$100,000–$150,000

This Renewable Energy Investment Officer description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by renewable energy and infrastructure employers. A leading renewable energy investment firm, infrastructure fund, development platform, or investment bank may seek a Renewable Energy Investment Officer to support the evaluation, financing, and execution of clean energy investments.

New York, NY7 days ago

$100,000–$150,000

A middle-market investment bank, venture capital firm, or hybrid advisory platform may seek an Investment Banking & Venture Capital Analyst to support M&A, growth equity raises, and venture investments across early- and growth-stage companies. This Investment Banking & Venture Capital Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

Warren, NJ7 days ago

$60,000–$150,000 Per Year

Bachelor's degree in finance or business-related fields preferred but not required Excellent communication and interpersonal skills Ability to work independently and as part of a team Experience in the financial services industry is a plus but not required Series 6 or 7, 63 and 65, 66 preferred but not required A passion for helping athletes achieve their goals Experience working with college athletes is a plus. If you have a passion for helping athletes achieve their full potential and are looking to join a team of professionals dedicated to educating and empowering their clients, we would love to hear from you.

New York, NY7 days ago

$145,000–$185,000

Associates are responsible for overseeing analysts, refining financial analysis, managing workstreams, and partnering closely with Vice Presidents and senior bankers to deliver high-quality client outcomes. Investment Banking Associates play a central role in transaction execution and deal management across mergers and acquisitions (M&A), equity and debt capital markets, restructurings, and strategic advisory engagements.

Highland Falls, NY30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

New York, NY30+ days ago

$90,000–$155,400 Per Year

The Role Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA, JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.

New York, New York10 days ago

$75,000–$115,100 Per Year

The Role: Experienced Associates with our Alternative Investment Funds practice, Experienced Associates work with multiple teams to serve a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital. Strong organizational skills and ability to manage competing priorities; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Ability to interact with various levels of client and firm management through both written and verbal communication; and.

New York, New York10 days ago

$90,000–$155,400 Per Year

The Role: Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA, JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.

Higland Falls, NY30+ days ago

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

New York, NY30+ days ago

Job Description Brookfield is seeking a Senior Associate, Investments who will focus primarily on asset-level, portfolio and corporate-level office acquisitions and dispositions in the US, on behalf of Brookfields real estate funds. The Real Estate Group is one of the worlds largest investors in real estate, with a global portfolio that includes office, retail, multifamily, logistics, hospitality and alternative real estate assets on five continents.

New York, NY30+ days ago

Candidate Profile • Bachelors degree • 4-7 years of experience in investment banking, M&A, real estate investing, and/or private equity • Exceptional analytical, financial modeling and valuation skills • Attention to detail and ability to learn quickly • Excellent interpersonal and communication skills • Self-directed and motivated with ability to work independently and as part of a team • Reliable, diligent, and hard working with capability to thrive in a high-energy, fast-moving environment • Proficiency in full suite of Microsoft Office products (Excel, PowerPoint, and Word) • Outstanding communication skills, both written and verbal • Leadership capabilities and a business builder • Unquestionable ethics and integrity. The Senior Associate will focus on corporate and platform-level real estate investments across asset classes and across the risk spectrum for Brookfields long-term private funds, private perpetual strategies, and perpetual capital vehicle.

Warren, NJ7 days ago

$75,000–$300,000 Per Year

Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.

Ridgewood, NJ30+ days ago

Remote

Full-time

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

New!

New York, NYToday

$140,000–$185,000

It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles focused on evaluating and executing direct co-investment opportunities alongside private equity, private credit, venture capital, and other alternative asset managers. Actual openings may vary based on employer type (pension fund, endowment, sovereign wealth fund, family office, fund-of-funds, or asset manager), asset class focus, and investment strategy.

New!

New York, NYToday

$140,000–$185,000

Lower middle-market private equity firms and growth-oriented investment platforms within our network may seek analytically strong Investment Due Diligence Analysts to support pre-investment analysis, diligence execution, and risk evaluation across new investment opportunities. This Investment Due Diligence Analyst – Buy-Side description represents the type of early-career, diligence-focused investment roles featured on the Career Launch AI Private Job Board.

New!

New York, NYToday

$140,000–$185,000

Lower middle-market private equity firms within our network may seek analytically strong Investment Opportunity Analysts to support the identification, evaluation, and prioritization of potential investment opportunities. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities.

New York, NY7 days ago

$140,000–$185,000

Investment Advisory Specialists support investment teams and clients by analyzing investment opportunities, advising on portfolio strategy, and assisting with fund and capital allocation. These roles often involve collaboration with portfolio managers, client advisors, risk management, and operations teams to ensure accurate and timely execution of investment strategies.

New York, NY7 days ago

$140,000–$185,000

The role involves close collaboration with portfolio managers, investment committees, legal and compliance teams, and external partners to evaluate opportunities, execute transactions, and monitor co-investment performance. The Co-Investment Specialist supports investment and portfolio teams by analyzing, executing, and monitoring co-investment opportunities alongside primary fund investments.

New!

New York, NYToday

$140,000–$185,000

Firms within the Career Launch AI network—including private equity, growth equity, private credit, and multi-strategy investment managers—may seek an analytically strong Investment Process Analyst to support the consistency, quality, and efficiency of their investment lifecycle. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber roles across private markets firms.

New!

New York, NYToday

$140,000–$185,000

Lower middle-market private equity firms and buy-side investment groups within our network may seek analytically driven Investment Sourcing Analysts to support deal origination, pipeline development, and early-stage investment screening. Individuals in roles like this sit at the front end of the investment process—identifying attractive companies, mapping industries, engaging founders and intermediaries, and supporting initial underwriting.

New!

Hackensack, NJ3 days ago

$300,000–$520,000 Per Year

This is an exceptional opportunity for a senior-level attorney to work on complex, high-value fund formation and structuring matters for a diverse client base that includes private equity sponsors, hedge fund managers, credit funds, and other alternative investment vehicles. HYBRIDOur client, a national AmLaw 200 firm, is seeking a seasoned Investment Funds Attorney to join its sophisticated Investment Management & Funds practice across multiple U.S. offices.

Cliffside Park, NJ30+ days ago

Remote

Extensive experience within a multi-entity or multi-divisional ledger that spans over various operational disciplines namely in construction, trades, manufacturing, and services with multi-tax jurisdictional workflow or public accounting serving multi-operational and multi-layered business units that comprise of various vertical and horizontal business units for multi-disciplinary experience is essential. Continue to lead transition from cash and hybrid accounting models to full GAAP compliance- own technical accounting application across WIP schedules, and contract accounting, ASC 606- revenue recognition, ASC 310- receivables, non-accrual considerations) - continuance of internal accounting consultancy in developing support compilations, to review, to audit progression.

Warren, NJ7 days ago

About Us: MassMutual NJ-NYC is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. The Opportunity: We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy.

NY30+ days ago

$10–$15 Per Hour

Farther gives experienced advisors a modern platform and genuine support structure to scale what theyve already built - serving the clients and categories that suit them best, whether thats professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.

Jersey City, NJ30+ days ago

Full-time

Support year-end compensation process by ensuring that baselines are accurate and synchronized (including joiners, leavers, transfers) with finance and/or business management, providing guidance on incentive compensation and salary planning as appropriate and supporting managers through compensation decisions . As a Human Resources Business Advisor in the Technology, Data and Product organization, you will report to the HR Business Advisor Lead and be aligned to support Senior Leaders and Leaders within Technology, Data and Product.

Jersey City, NJ30+ days ago

Full-time

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Research and respond to internal day-to-day questions from businesses (e.g., questions regarding tax documentation, client types, source and character of payments, requirements related to complex transactions and structures, etc.).

Jersey City, NJ30+ days ago

Full-time

Morristown, NJ30+ days ago

Full-time

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. We are seeking an experienced Client Advisor with demonstrated financial planning and client management experience to join the Family Office team in proactively supporting the complex wealth management needs of our UHNW clients and their families ($25M ).

morristown, NJ30+ days ago

$97,692–$150,000 Per Year

We are seeking an experienced Client Advisor with demonstrated financial planning and client management experience to join the FOS team in proactively supporting the complex wealth management needs of our UHNW clients and their families ($25M+). Knowledge of complex wealth management strategies (i.e., estate planning and trust administration, tax planning, inheritance and legacy planning, charitable and philanthropic strategies, etc.).

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Investment Advisor job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Investment Advisor Jobs in Jefferson, NJ

Controller Jobot

Director, Portfolio Strategy & Market Insights CSL Seqirus

Entry-Level Financial Specialist New York Life-NJ General Office

Investment Advisor – Client Acquisition (Remote) Ridgewood Investments

Talent Development Advisor, Commercial and Investment Banking JPMorgan Chase Bank, N.A.

Investment Advisory Analyst Career Launch AI

Financial Advisor Northwestern Mutual

J.P. Morgan Wealth Management - Private Client Advisor - Colonia / Montclair - New Jersey JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Nanuet, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Montclair, New Jersey JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Staten Island, NY JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Jersey City, New Jersey - Bilingual Spanish/English Preferred JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills / Florham Park - New Jersey JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - East Rutherford / Belleville / Teaneck - New Jersey JPMorgan Chase Bank, N.A.

Investment Operations Specialist Career Launch AI

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLC

Client Acquisition Manager (Investment Services) Ridgewood Investments

Client Service Associate, Investments, Denville, NJ Santander US

Investment Evaluation Analyst Career Launch AI

Co-Investment Analyst Career Launch AI

Financial Advisor Wealth Enhancement Group LLC

Renewable Energy Investment Officer Career Launch AI

Investment Banking & Venture Capital Analyst Career Launch AI

Financial Advisor - Team Durr MassMutual - NJ/NYC

Investment Banking Associate Initio Capital

Financial Advisor First Command Financial Services, Inc.

Senior Tax Associate - Alternative Investment Funds Andersen Tax LLC

Experienced Tax Associate - Alternative Investment Funds Andersen

Senior Tax Associate – Alternative Investment Funds Andersen

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Senior Associate, Investments (Office) Brookfield Corp

Senior Associate, Investments Brookfield Corp

Senior Financial Advisor MassMutual - NJ/NYC

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Co-Investment Associate Career Launch AI

Investment Due Diligence Analyst – Buy-Side Career Launch AI

Investment Opportunity Analyst Career Launch AI

Investment Advisory Specialist Career Launch AI

Co-Investment Specialist Career Launch AI

Investment Process Analyst Career Launch AI

Investment Sourcing Analyst – Buy-Side Career Launch AI

Investment Funds Associate Attorney (Multi Office) Gables Search Group

Private Investment Management Firm Seeking Director of Accounting BizGro Partners Inc.

Wealth Management Advisor MassMutual - NJ/NYC

Financial Wealth Advisor Advisory Team Farther Finance Advisors LLC

Human Resources Business Advisor, Vice President JPMorgan Chase Bank, N.A.

Corporate- Tax Information and Withholding Advisor, Vice President JPMorgan Chase Bank, N.A.

Corporate- Tax Information and Withholding Advisor, Executive Director JPMorgan Chase Bank, N.A.

Wealth Client Advisor - Family Office Services Team Peapack Private Bank & Trust

Client Advisor Peapack-gladstone Bank

Resume Resources

Similar Job Searches