- Navy Federal Credit Union (Cherry Hill, NJ)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… 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 ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… 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 ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… 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 ... financial instruments, investment vehicles and capabilities, including alternative investments such as...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… 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 ... on multiple relationships, ensures all fund accounting functions are in completed in accordance with Generally Accepted Accounting Principles (GAAP) + Records trade information, income/expense activity and applies valuation of securities in the portfolio… more
- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- …and motivate deal teams comprised of both internal associates and external advisor relationships ( investment banks, law firms, industry consultants, accounting ... and equity investments. The Department develops and acts as an objective advisor regarding the strategic fit, valuation, and structuring of these numerous… more
- Bank of America (Pennington, NJ)
- …and controls within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed ... Supervision, Registration & Licensing, Data Management, Trust and Estate Settlement Services, Philanthropic Solutions, among other Wealth Management areas. Additional activities would include data extraction from multiple sources, documenting audit work, and… more
- Bank of America (Jersey City, NJ)
- Merrill Financial Solutions Advisor - Morristown Market Short Hills, New Jersey;Jersey City, New Jersey **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Short-Hills/Merrill-Financial-Solutions- Advisor Morristown-Market\_25030586-1) **Job Description:** This job is responsible for… more
- Bank of America (Red Bank, NJ)
- Merrill Financial Solutions Advisor - Red Bank & Associates Market Red Bank, New Jersey;Freehold, New Jersey; Toms River, New Jersey; Manasquan, New Jersey **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Red-Bank/Merrill-Financial-Solutions- Advisor Red-Bank Associates-Market\_25029675) **Job Description:** Merrill Wealth Management is… more