- Navy Federal Credit Union (Cherry Hill, NJ)
- … services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and ... Overview To provide financial consulting services to assist members and non-members with identifying...for the promotion and growth of NFIS products and services . Recommend appropriate mixture(s) of insurance/ investment products… more
- JPMorgan Chase (Paramus, NJ)
- … are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in… more
- JPMorgan Chase (Freehold, NJ)
- … are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Guardian Life (Trenton, NJ)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- JPMorgan Chase (Jersey City, NJ)
- …laws and regulatory requirements (eg, 12 CFR 9) related to asset management, investment advisor , broker-dealer and fiduciary activities. + Knowledge of various ... Wealth Management business experience. + Bachelor's degree (or relevant financial services experience). + Experience with internal audit methodology and the… more
- US Bank (Hackensack, NJ)
- …Calculate net asset value(s) and disseminate financial and performance information to the investment advisor and their investors + Act as primary fund accountant ... verification system operated by the US Citizenship and Immigration Services . Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .… more
- Bank of America (Pennington, NJ)
- …and controls within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed ... Registration & Licensing, Data Management, Trust and Estate Settlement Services , Philanthropic Solutions, among other Wealth Management areas. Additional activities… more
- Bank of America (Red Bank, NJ)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... Merrill Financial Solutions Advisor - Red Bank & Associates Market Red...including investment training and in-depth knowledge of investment products and services + Self-starter who… more
- Bank of America (Jersey City, NJ)
- …investments industry, including investment training and in-depth knowledge of investment products and services . + Self-starter who efficiently manages time ... Merrill Financial Solutions Advisor - Morristown Market Short Hills, New Jersey;Jersey...annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that… more
- Bank of America (Dover, NJ)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... Advisor Development Program - Financial Solutions Advisor...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
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