436 Results for

Wealth Manager Jobs in Hoboken, NJ

Jobs

New!

New York, NY6 days ago

$80,000–$100,000

Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New York, NY8 days ago

$105,000–$250,000 Per Year

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Manhasset, NY16 days ago

$105,000–$250,000 Per Year

New!

Great Neck, NY3 days ago

$100,000–$140,000 Per Year

Founded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. 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.

New!

Brooklyn, NY6 days ago

$105,000–$250,000 Per Year

New!

Brooklyn, NY6 days ago

$105,000–$250,000 Per Year

New York, NY8 days ago

$105,000–$250,000 Per Year

Woodbridge, NJ19 days ago

$105,000–$250,000 Per Year

New!

Brooklyn, NY6 days ago

$105,000–$250,000 Per Year

New!

New York, NY3 days ago

$160,000–$180,000 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. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.

New!

Summit, NJ5 days ago

$65,000–$70,000 Per Year

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

New!

Great Neck, NY6 days ago

$150,000–$180,000

Determining 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. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).

New!

New York, NY6 days ago

$185,000–$200,000

This individual will play a critical role in maintaining accurate books, ensuring timely reporting, supporting investment operations, and strengthening internal processes across multiple entities, including partnerships, separately managed accounts, and private investment vehicles. Determining 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.

Stamford, CT10 days ago

SalesPlease 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

New York, NY8 days ago

Responsibilities: As the Head of North America Solutions Sales, you will be responsible for:Championing growth of existing client relationships, collaborating closely with Commercial Bankers and leadership across Onboarding, Product, Services, and Marketing to drive new profitable business aligned with strategy. The Services organization provides Commercial Banking clients with access to global reach and deep transactional banking expertise, delivering insights, guidance, and solutions for both domestic and international growth.

New!

Uniondale, NY2 days ago

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

Rye, NY10 days ago

Please 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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Greenwich, CT10 days ago

SalesPlease 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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Newark, NJ3 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.

New!

Woodbury, NY1 day ago

$80,000–$250,000 Per Year

CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. As a Wealth Manager your work directly influences how clients protect their families, plan for the future, and make confident decisions during critical moments.

New!

East Hills, NY4 days ago

$100,000–$200,000 Per Year

Securities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.

Jersey City, New Jersey14 days ago

$125,000–$140,000 Per Year

The position partners closely with wealth management platform managers, wealth management field sales, portfolio specialists, marketing, finance, and technology teams to enable data-driven strategy and execution. Strengthen Strategic Partnerships: Leverage data-driven insights, industry best practices, and home office intelligence to deepen relationships with sales leaders and align with strategic business objectives.

Jersey City, NJ30+ days ago

$137,750–$200,000 Per Year

As an Internal Audit Manager on the Asset Wealth and Management team, you will lead audits in Risk Management and Asset & Wealth Management, collaborate with senior management, and drive innovation in Internal Audit. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

New York, NY30+ days ago

$122,550–$201,000 Per Year

As a VP in the Self-Directed Investing business, you will lead efforts to understand affluent client needs, inform new feature development, and create new benefits in partnership with wealth management teams and cross-functional teams across the company. 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.

New York, NY30+ days ago

$118,750–$197,000 Per Year

As the VP, PMO, you will work hand-in-hand with the Program Lead to ensure seamless coordination across workstreams, proactively identify and mitigate risks, and maintain unwavering focus on delivering business value. 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.

New York, NY30+ days ago

Full-time

As part of JPMA's Family Wealth Services team, the Cross-Line-of-Business (LOB) Partnerships team partners with advisors to connect clients to capabilities across JPMorgan Chase. Morgan Wealth Management, offers clients and their advisors the personalized service of a dedicated wealth management business, backed by the global resources of one of the world's most respected financial firms.

New York, NY30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated Family Office clients.

Jersey City, NJ25 days ago

Full-time

As an Associate Product Manager in the JPM Wealth Management Core Capabilities Product team, you will play a critical role in identifying, gathering and analyzing information used in defining the vision and strategy and facilitating execution of the next generation of digital solutions across the Wealth Management business lines. The role will partner with other product teams, designers, and technology teams across JPM WM and the broader JPM Chase organization to deliver an intuitive, controlled, and seamless experience for all JPM WM clients and advisors.

Jersey City, NJ30 days ago

Full-time

As the Business Manager supporting the AWM Infrastructure/Cloud and Architecture platforms, you will will become a key member of two senior Technology management teams, helping their Chief Technology Officers (CTO) successfully execute their annual strategic and budgetary goals. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

New York, NY30+ days ago

$80,000–$115,000 Per Year

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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.

New York, NY27 days ago

Full-time

As an Associate within the Business Transformation Team, you will work as part of a team on programs that impact our clients' experiences and perceptions of the firm, you will be responsible for end-to-end delivery across the project life cycle and accountable to senior management for comprehensive program updates. The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing, and Technology to implement complex, transformational change.

Jersey City, NJ30+ days ago

Full-time

As a Technology Audit Manager within Asset and Wealth Management, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

New York City, NY30+ days ago

The successful candidate will collaborate with cross-functional teams, stakeholders, and senior management to drive projects forward and deliver solutions that enhance our wealth management and brokerage services. We need: A senior Project Manager with experience leading Wealth Management and/or Broker dealer projects (Not investment Banking) in a Banking or Financial services environment.

Jersey City, NJ30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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.

Uniondale, New York8 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

New York, NY30+ days ago

$83,313–$104,560 Per Year

Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/careers/Corp_0525-Recruitment-Fraud-Alert.pdf) . With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.

New York, NY30+ days ago

$88,400–$132,600 Per Year

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

Roseland, NJ30+ days ago

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Morristown, 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.

New York, New York30+ days ago

$90,000–$350,000 Per Year

We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor.

New York, NY30+ days ago

Full-time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

New York, NY30+ days ago

$115,000–$180,000 Per Year

Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.

Greenwich, Connecticut29 days ago

$225,000–$250,000 Per Year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

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 ).

New York, NY30+ days ago

The Head will collaborate closely with the broader client leadership team and colleagues across Marketing, Market & Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. Execute product rollouts on key platforms end-to-end: advise on marketing messaging and delivery channels, partner with training to prepare the team, organize roadshows and digital events, and work with data science to optimize client engagement.

Jersey City, NJ30+ days ago

$199,500–$275,000 Per Year

Support our Private Bank / Wealth Management Investment Solutions team and collaborate in developing innovative managed account solutions for each our wealth management businesses, including for the private bank and Chase branches. As a GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel in the Private Bank / Wealth Management Investment Solutions Legal team, you will provide strategic legal support to J.P.

Brooklyn, NY30+ days ago

$235,000–$285,000 Per Year

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.

New York, NY30+ days ago

$124,000–$210,000 Per Year

As a Vice President in the Investment Product and Platform team, you will work closely with investment specialists, product development, manager research, and other areas to enhance our expansive investment product offering and advisor toolset. 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.

New York, New York30+ days ago

Remote

$200,000–$340,000 Per Year

Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9.

New York, NY30+ days ago

Full-time

As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst, you will work with our teams to understand client needs and examine market activities. Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.

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Wealth Manager Jobs in Hoboken, NJ

Jobs

Private Wealth Compensation AnalystVaco LLC

Wealth Advisor - Union Square / East Village, NYCitizens

Wealth Advisor - Manhasset/Great Neck, NYCitizens

Tax ManagerJobot

Wealth Advisor - Bensonhurst - BrooklynCitizens

Wealth Advisor - Bay Ridge, BrooklynCitizens

Wealth Advisor - Astoria / Long Island City, NYCitizens

Wealth Advisor - Woodbridge, NJCitizens

Wealth Advisor - Brighton BeachCitizens

Sr. Tax ManagerJobot

Virtual Wealth Advisor - New JerseyCitizens

Tax ManagerVaco LLC

ControllerVaco LLC

Financial Consultant - Fairfield, CTFidelity Investments

Head of North American Solutions SalesECLARO

Financial AdvisorNew York Life - Uniondale

Financial Consultant - Stamford, CTFidelity Investments

Financial Consultant - Greenwich, CTFidelity Investments

Entry-Level Financial SpecialistNew York Life-NJ General Office

Wealth ManagerCenter for Wealth Preservation

Wealth ManagerBlue Ocean Wealth Solutions, LLC- A MassMutual Firm

Wealth Management Analytics ManagerLord Abbett.com

Internal Audit Manager, Vice President - Asset Wealth ManagementJPMorgan Chase

J.P. Morgan Wealth Management- Vice President, Advance Investing Product ManagerJPMorgan Chase

Wealth Management Solutions, ConnectWealth Program Manager - Vice PresidentJPMorgan Chase

J.P. Morgan Wealth Management - Associate Program ManagerJPMorgan Chase Bank, N.A.

Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFGJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Associate Product ManagerJPMorgan Chase Bank, N.A.

Asset & Wealth Management Technology Infrastructure Business Manager, Vice PresidentJPMorgan Chase Bank, N.A.

Wealth Management Solutions, Private Foundation Services - Grants Manager, Associate/VPJPMorgan Chase

J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project ManagerJPMorgan Chase Bank, N.A.

Technology Audit Manager, Vice President - Asset and Wealth ManagementJPMorgan Chase Bank, N.A.

Project Manager/Wealth Management or Broker DealerSyntricate Technologies Inc

Internal Audit, Analytics Solutions Manager - Asset Wealth ManagementJPMorgan Chase Bank, N.A.

Tax Manager - Private WealthBaker Tilly Advisory Group, LP

Index Manager, Multi-Asset & Wealth BenchmarksS&P Global

Wealth Relationship Manager SAFE Act - C12 - NEW YORKCitigroup

Associate Wealth AdvisorBeacon Pointe Advisors LLC

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISORCareer Headhunter LLC

Wealth AdvisorThe Misch Group

J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerJPMorgan Chase Bank, N.A.

Wealth Advisor-New YorkRK Partners

Senior Wealth PlannerRockefeller Capital Management

Wealth Client Advisor - Family Office Services TeamPeapack Private Bank & Trust

Asset Management - Head of Private Wealth Alternatives, Client - Managing DirectorJPMorgan Chase

GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General CounselJPMorgan Chase

J.P. Morgan Wealth Management - Market Director of Wealth - Brooklyn, NYJPMorgan Chase

J.P. Morgan Wealth Management- Vice President, Investment Product and PlatformJPMorgan Chase

Head of Wealth Management Compliance City National BankCity National Bank

2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group AsiaJPMorgan Chase Bank, N.A.

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