Associate Wealth Management Relationship Manager II Provident Financial ServicesAssociate Wealth Management Relationship Manager IIMorristown, NJ$61,600–$88,000 / yearResponsibilities will include data input into the financial planning software, preparation of planning analysis on subjects such as retirement planning, estate planning, cash flow, education funding, etc., client on-boarding and service requests, client meeting preparation and follow-up, and maintenance of related items in the firm's CRM system. This includes: The hands-on development of sophisticated financial plans including net worth, cash flows, income tax projections, estate flows, retirement and education analysis, etc.
Jr. Advisory Specialist The Guardian Life Insurance Company of AmericaJr. Advisory SpecialistNew York, NY$70,930–$106,390 / yearReporting to the Head of Wealth Specialists, who in turn reports to the Head of Business Development, you will provide individual FRs Advisory Product solutions to specific client situations leveraging their understanding of the available On Platform products or TAMP solutions that are available via Park Avenue Securities. This 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
NewJ.P. Morgan Wealth Management - Associate, Investment Product and Platform JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Associate, Investment Product and PlatformNew York, NYFull timeYou will gain exposure to a variety of investment solutions including managed and brokerage accounts, ETFs, mutual funds, alternative investments, structured products, cash and liquidity solutions, insurance and annuity products, and digital investment tools and capabilities. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
NewAssociate Simon Quick AdvisorsAssociateMorristown, NJCompany: Simon Quick Advisors Position: Associate Location: Morristown, NJ (hybrid) Compensation: Starting at 90,000 (based on experience), plus bonus and benefits _______________________________________________________________________________ Company Description Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. Accountability 2: Deliver High-Quality Client Service and Daily Communication Support: Serve as a key point of contact for clients to support ongoing service needs, clarify planning strategies, and coordinate implementation across internal and external stakeholders.
Corporate Vice President, Advanced Planning Consultant New York Life Insurance CompanyCorporate Vice President, Advanced Planning ConsultantNew York, NY$140,000–$200,000 / yearThis role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.
J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Wealth Client SpecialistNew York, NYFull timeMorgan Wealth Management, you will focus on addressing client's wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell JPMorgan Chase wealth management services, and ensure the client's wealth needs are being met. The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients.
Wealth Strategist/Sales Rep Northern TrustWealth Strategist/Sales RepNew York, NY$158,010–$276,460 / yearYou'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
Sr. Wealth Strategist Northern TrustSr. Wealth StrategistNew York, NY$158,010–$276,460 / yearYou'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
Wealth Planning Analyst Rockefeller Capital ManagementWealth Planning AnalystNew York, New York$75,000–$80,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management.
Portfolio Manager III Bank Of America Merrill LynchPortfolio Manager IIIMelville, NYKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Associate Counsel - Advanced Planning Manulife Financial CorpAssociate Counsel - Advanced PlanningNYRemote$128,550–$222,820 / yearThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.
Senior Wealth Investment Advisor Wilmington TrustSenior Wealth Investment AdvisorNew York, New YorkBachelor’s degree and a minimum of 7 years’ investment-related experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ investment-related experience. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
Senior Wealth Investment Advisor M&T Bank CorpSenior Wealth Investment AdvisorNew York, NY$170,500–$284,100 / yearEducation and Experience Required: Bachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' investment-related experience. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
Clinical Evaluation Manager - Care Management VNS HealthClinical Evaluation Manager - Care ManagementNew York, NY$85,000–$106,300 / yearWork Experience: Minimum two years of experience with strong cost containment /case management background or two years acute inpatient hospital experience in chronic or complex care required Must have experience and qualifications demonstrating knowledge of working with the LTSS eligible population. Working knowledge of Microsoft Excel, Power-Point, and Word and strong typing skills required Knowledge of Medicaid and/or Medicare regulations required Knowledge of Milliman criteria (MCG) preferred For UM Only: Experience must be with a Managed Care Organization or Health Plan.
Clinical Evaluation Manager, Registered Nurse VNS HealthClinical Evaluation Manager, Registered NurseNew York, NY$85,000–$106,300 / yearConducts comprehensive review of all components related to requests for services which includes a clinical record review and interviews with members, clinical staff, medical providers, paraprofessional staff, caregivers and other relevant sources as necessary. We're one of the largest nonprofit home- and community-based health care organizations in the country, and today, more than 11,500 team members work together to make a difference in the lives of more than 99,000 patients and members on any given day.
Specialist RWJ Barnabas Health Medical IncSpecialistWest Orange, NJ$33.04–$46.67 / hourJob Overview: In support of the development of Corporate Security Team as a service line, and in support of the Corporate Security mission "to compassionately protect and help the people, property, and quality of our health system, together", the Executive Protection Specialist, will provide safe and efficient transport and protection services for senior leadership/management as requested. Must possess a valid Retired Police Officer permit to carry a firearm/handgun in accordance with the New Jersey Retired Law Enforcement Permit to Carry a Handgun Law and Retired Law Enforcement Officer Program (RPO).
Tax Manager - Wealth Management EP Wealth Advisors LLCTax Manager - Wealth ManagementNew York, NYRemote$135,000–$150,000 / yearThis position involves client-facing activities providing comprehensive tax services to existing clients, developing new businesses, and assisting our advisors and financial planning team with strategic tax planning. Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters.
Lead Electrical Engineer- Building Systems WSP Global IncLead Electrical Engineer- Building SystemsNew York, NY$92,800–$165,440 / yearAny unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service. 7+ years of relevant post education experience as an electrical engineer providing design deliverables for capital projects in power generation, transmission, and distribution at a utility, industrial, or commercial scale.
VP, Advanced Planning FidelityVP, Advanced PlanningJersey City, New YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Senior Associate, Internal Advisor Consultant Cohen & SteersSenior Associate, Internal Advisor ConsultantNew York, NY$80,000–$84,000 / yearPrimary responsibilities are providing support to Regional Consultants in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors regarding mutual funds, separately managed accounts, Closed End Funds, private vehicles, and CITs. Provides service to financial advisors in the wirehouse, regional broker-deal, IDB, RIA, bank trust and multifamily office channels throughout the country working in partnership with Regional Consultants to maintain and cultivate relationships.