- Equitable (Saddle Brook, NJ)
- Entry Level - Financial Advisor - NJ, Saddle Brook... professional, empowering you to establish your career in wealth management . Stable pay is based on ... management , ensure consistent communication and progress tracking + ** Financial Strategy Development** : Understand clients' financial objectives and… more
- Truist (Paramus, NJ)
- … financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management , sales and service. 3. Develop and ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …local seminars and member engagement events to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business based on ... appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy… more
- BlackRock (Princeton, NJ)
- …The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and ... solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... **Job Summary** Axia Financial is an experienced team of financial...Relationship Management (CRM) software + Actively engage in available training/cross-training… more
- PNC (Cherry Hill, NJ)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in the Cherry… more
- Guardian Life (Holmdel, NJ)
- …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless ... with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to… more
- Bank of America (Wayne, NJ)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client...and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client… more
- Bank of America (Pennington, NJ)
- …companies and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners ... are guided by a common purpose to help make financial lives better through the power of every connection.... of platform **Desired Qualifications** : * 12+ years wealth management and/or annuity experience (required) *… more
- Raymond James Financial, Inc. (Morristown, NJ)
- …service, ensure client satisfaction, and effectively handle any client referrals. The Service Advisor supports the financial advisor by improving client ... attend, and facilitate client meetings (in partnership with the financial advisor ) to review portfolios, performance, and...with company goals and expectations. Collaborate with the broader wealth management team to share insights from… more