- Citizens (Elizabeth, NJ)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Bank of America (Paramus, NJ)
- Private Client Advisor II...centers of influence **Required skills:** * 12+ years of private banking or complex financial services experience ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Princeton/ Private - Client - Advisor -II\_25036951-2) **Job Description:** At Bank… more
- JPMorgan Chase (West Windsor, NJ)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- Citigroup (Paramus, NJ)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… more
- Veolia North America (Paramus, NJ)
- …infrastructure, lifecycle planning, reliability, and risk management, with a consultative, client -first mindset, the Technical Advisor will translate client ... States for three consecutive years, and the country's largest private water operator and technology provider as well as...wastewater programs in the municipal water sector. The Technical Advisor - Asset Management plays a critical role in… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Private Equity Client Advisor Position Overview World's Client ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- JPMorgan Chase (Summit, NJ)
- …on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making + Present in an easily digestible, ... goals. In addition, you will be an internal and client facing advocate for the use our Wealth Strategy... financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High… more
- Oracle (Trenton, NJ)
- …years of experience in business development, sales, or relationship management within private equity, investment banking, or financial services. Existing network ... Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of… more
- Jet Aviation (Teterboro, NJ)
- …marry technical and financial insight with a nuanced understanding of private aviation, always advancing client objectives while upholding Jet Aviation's ... Client Aviation Director to serve as the trusted advisor for our most discerning clients. Located at our...advisory role sits at the intersection of aviation expertise, financial stewardship, and client advocacy, while representing… more
- JPMorgan Chase (Morristown, NJ)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- M&T Bank (Paramus, NJ)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... **Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree,… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …to $145,000.00 base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand ... are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client... client goals, enter client data, and conduct financial analysis. *… more
- JPMorgan Chase (Jersey City, NJ)
- …understanding of wealth management products and their associated pay rules. Prior experience as a private client advisor or private client investment ... skilled Product Lead with deep expertise in Wealth Management Advisor Compensation within a large financial institution.... advisor compensation. + Prior experience as a private client advisor or … more
- World Insurance Associates, LLC. (Iselin, NJ)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary...solutions across personal lines, commercial lines, employee benefits, and financial services. + Deliver a high-touch client … more
- Oracle (Trenton, NJ)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- Deloitte (Morristown, NJ)
- …culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas. + Stay ... skills to manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate,… more
- Cognizant (Teaneck, NJ)
- **VP, STRATEGIC VALUE CREATION - BFSI BANKING, FINANCIAL SERVICES, INSURANCE** **ABOUT US** Cognizant is one of the world's leading professional services companies, ... services partner to the world's top companies. Our Banking Financial Services & Insurance group is looking for a...above, are a selfless leader, and are committed to client -facing environment; if you want to grow your career… more
- Citigroup (Paramus, NJ)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Deloitte (Jersey City, NJ)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Deloitte (Morristown, NJ)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more