Horace MannNewFinancial 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.
Ridgewood InvestmentsInvestment Advisor – Client Acquisition (Remote) Ridgewood InvestmentsInvestment Advisor – Client Acquisition (Remote)Springfield, NJRemote$60,000–$75,000 / yearThe 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.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorJersey City, New Jersey$61,000–$250,000 / yearNorthwestern 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.
The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesHolmdel, NJAs 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.
JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Colonia / Montclair - New Jersey JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Colonia / Montclair - New JerseyColonia, NJUsing 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.
JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Piscataway / New Brunswick - New Jersey JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Piscataway / New Brunswick - New JerseyPiscataway, NJUsing 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.
JPMorgan Chase & CoJ.P.Morgan Wealth Management - Private Client Advisor - Cinnaminson, Clementon, Moorestown, Sewell, Voorhees, NJ JPMorgan Chase & CoJ.P.Morgan Wealth Management - Private Client Advisor - Cinnaminson, Clementon, Moorestown, Sewell, Voorhees, NJCinnaminson Township, NJThis 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. 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 Demonated 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Montclair, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Montclair, New JerseyMontclair, NJUsing 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Lakewood, NJ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Lakewood, NJLakewood, NJFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West Windsor / Franklin Park, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West Windsor / Franklin Park, New JerseyWest Windsor, NJThis 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.
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 - Jersey City, New Jersey - Bilingual Spanish/English PreferredJersey City, NJFull timeUsing 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.
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 - Montclair / Short Hills / Florham Park - New JerseyMontclair, NJFull timeUsing 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - East Rutherford / Belleville / Teaneck - New Jersey JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - East Rutherford / Belleville / Teaneck - New JerseyEast Rutherford, NJFull timeUsing 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.
Career Headhunter LLCFINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLCFINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISORShort Hills, NJRemoteFull timeThis 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.
MassMutual - NJ/NYCNewWealth Management Advisor MassMutual - NJ/NYCWealth Management AdvisorWarren, NJAbout 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.
Career Headhunter LLCFINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLCFINANCIAL ADVISOR (ENTRY-LEVEL)Allentown, NJRemoteFull timeThe 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.
Wealth Enhancement Group LLCFinancial Advisor Wealth Enhancement Group LLCFinancial Advisorsummit, NJOSHA 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.
TTI of USA, Inc.Associate Financial Advisor TTI of USA, Inc.Associate Financial AdvisorManasquan, NJAdvanced proficiency in Microsoft Excel (financial modeling, projections, data analysis, spreadsheet construction required) . 50% Advisor Support - Financial plan preparation, portfolio strategy, meeting preparation, investment research, and case design.
Oppenheimer & Co. Inc.Registered Client Service Associate (Summit, NJ) Oppenheimer & Co. Inc.Registered Client Service Associate (Summit, NJ)Summit, 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.
Bethpage Federal Credit UnionLPL Financial Advisor Bethpage Federal Credit UnionLPL Financial Advisorcherry hill, NJUnderstanding the members' objectives, goals, time horizon and risk tolerance, prepare and deliver comprehensive financial plans, provide pre/post-retirement planning and wealth transfer strategies, that include; executing on the plan, rebalancing, selling, purchasing and establishing investments, transferring assets, portfolio reviews, analysis and assessments. Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
Simon Quick AdvisorsFinancial Advisor Simon Quick AdvisorsFinancial AdvisorMorristown, NJFull timePeople Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services. Top Accountabilities Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs.
Edelman Financial Engines LLCDirector, Financial Planning (New York/New Jersey/Connecticut) Edelman Financial Engines LLCDirector, Financial Planning (New York/New Jersey/Connecticut)Short Hills, NJ$125,000–$350,000 / yearDirect client-facing experience in a fee-based wealth management or planning role • Results driven approach with a consistent track record to form relationships • Desire for role with base salary, performance-based compensation and growing earnings potential • Must possess an active Series 65 • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment • A Clean U-4A Certified Financial Planner (CFP) or other certification is desired but not required. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Lord Abbett.comExternal RIA Wholesaler, Central & Southeast Lord Abbett.comExternal RIA Wholesaler, Central & SoutheastJersey City, New Jersey$220,000–$250,000 / yearBuild and sustain senior-level relationships with firm leadership, CIOs, research teams, and due diligence professionals, articulating Lord Abbett’s culture, investment capabilities, and long-term value proposition. We’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations.
Phaxis LLCManaging Director- CCO Phaxis LLCManaging Director- CCORoseland, NJSeeking a Managing Director level candidate with extensive experience with Municipal and other Fixed Income Products (BD) and the Registered Investment Advisor (RIA) regulatory frameworks. Draft and update written supervisory procedures, surveillance programs, compliance manuals, policies, procedures, and codes of ethics tailored to client business models.
TPG StaffingAccount Transfer Specialist TPG StaffingAccount Transfer SpecialistEdison, NJ$55,000–$65,000 / yearOur client – a progressive Fintech leader serving a range of clients from single and multifamily offices to registered investment advisers, and private trust companies – is currently seeking an Account Transfer Specialist for their Edison, NJ office. The Account Transfer Specialist will process incoming and outgoing client requests to bring in new accounts and send out existing accounts.
The Depository Trust & Clearing CorpAssistant General Counsel - Employment Law The Depository Trust & Clearing CorpAssistant General Counsel - Employment LawJersey City, NJServe as the primary legal advisor to the Human Resources team and other key business partners, providing practical advice and counseling in employment related matters, including hiring, performance management, leaves of absence, accommodations, terminations, reductions in force (RIFs), workplace concerns, internal investigations, disciplinary issues, restrictive covenants, wage and hour, compensation, employee benefits, and relevant federal/state/local employment laws. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem.
The Toronto-Dominion BankPrivate Client Specialist I - Marlton, NJ The Toronto-Dominion BankPrivate Client Specialist I - Marlton, NJMarlton, NJ$25.75–$41.50 / hourOCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Vitu IncAccount Executive - New Jersey Vitu IncAccount Executive - New JerseyNewark, NJFull timeWith the mission of expanding and automating Vehicle-to-Government (V2Gov) transactions, the Vitu platform is reimagining how drivers, businesses and governments interact with vehicles. Vitu has offices in California, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia.
Cooperidge Consulting FirmAdministrative Assistant / Client Service Associate Cooperidge Consulting FirmAdministrative Assistant / Client Service AssociateCherry Hill Township, NJ$65,000–$85,000Client Relations: Serve as the primary point of contact for clients and prospects, ensuring all communications are handled with exceptional professionalism and timely follow-up. Meeting Management: Compile comprehensive meeting materials, coordinate virtual/in-person logistics, and transcribe detailed notes and action items post-meeting.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cherry Hill, NJ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cherry Hill, NJCherry Hill, NJFull timeChase 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. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Paramus, NJ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Paramus, NJParamus, NJFull timeChase 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. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
Veracity Software IncFINRA 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.
The Depository Trust & Clearing CorpClient Lead Director The Depository Trust & Clearing CorpClient Lead DirectorJersey City, NJIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. The impact you will have in this role: The Relationship Management Director will oversee all client relations for DTCC with high profile (tier 1 and tier 2) Investment Managers in the financial services industry, growing the businesses and driving revenue.
Peapack Private Bank & TrustSenior Wealth Planner Peapack Private Bank & TrustSenior Wealth PlannerBedminster, NJFull timeThere 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. Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services.
Fulton BankSenior Mortgage Loan Officer Fulton BankSenior Mortgage Loan OfficerEdison, New JerseyA significant amount of time will be spent building relationships and soliciting first mortgages with realtors, builders, accountants, lawyers, financial advisors and other referral sources to obtain mortgage loan applications. Work with customers and prospective customers to assist them in identifying and securing a mortgage loan that is appropriate for their individual financial circumstances and is designed to help them achieve their financial goals, including home ownership.
Fulton BankNewFinancial Center Relationship Specialist Fulton BankFinancial Center Relationship SpecialistHaddonfield, New Jersey$22.16–$36.92 / hourThis involves engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby. In addition to the Small Business focus, this role will be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs.