Fiduciary jobs in Elizabeth, New JerseyCreate job alerts

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • Five or more years in the financial services industry working directly with clients Preferred Qualifications: • CFP or CFA, • Superior relationship management and client retention experience, • Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment, • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: • Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Trusts & Estates Paralegal - Estate Administration, & Probate Matters; NY, NJ, & FL Danna & Associates, P.C., is a boutique elder law, and estate planning firm, located in Staten Island, New York. Open and located on Forest Avenue for over 30 years. The Trusts & Estates Team is in search of an experienced Paralegal with a positive, flexible attitude, to assist multiple attorneys. You will thrive in this role if you have significant hands-on experience in New York, New Jersey, or Florida estate administration. It is important to note, advanced proficiency in Microsoft Excel is mandatory. This position requires regular preparation of informal and formal accountings, and estate analysis across multiple matters. Key Responsibilities Prepare and file probate and administration petitions, citations, waivers, and related Surrogate’s Court documents. Handle NYSCEF e-filing and monitor court deadlines. Prepare informal and formal fiduciary accountings. Collect information to analyze estate assets, while keeping your asset sheet updated. Prepare detailed estate analyses. Track estate transactions, distributions, and expenses. Coordinate payment of debts, taxes, and beneficiary distributions. Communicate professionally with clients, fiduciaries, financial institutions, and court personnel. Qualifications Minimum 3+ years of New York estate administration experience required. Working knowledge of Surrogate’s Court procedures and e-filing. Advanced proficiency in Microsoft Excel is mandatory. This position requires regular preparation of informal and formal accountings, transaction tracking, and estate analysis across multiple matters. Excellent written and verbal communication skills. Strong organizational skills and ability to manage multiple matters simultaneously. Self-directed, proactive, and deadline-driven. Notary Public certification preferred. Compensation & Benefits Competitive salary commensurate with experience 401(k) with employer contribution Health benefits Disability supplemental insurance Paid time off and paid holidays Please submit resume and cover letter to CK@dannalaw.com *we ask that applicants do not call the office to keep lines open for clients and court. Thank you.

Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the companys success. As a Senior Estate Settlement Advisor within PNC Private Bank, you will be based in Millburn, NJ. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services for the most complex estates in an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships., • Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. Supports the estate settlement business both internally and with Centers of Influence., • Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities., • Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent. Administers estate settlement trusts and other estate- related trusts., • Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Assists in determining work assignments of other estate settlement advisors. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Selling. Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) Base Salary: $80,000.00 $224,250.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Generally, this opening is expected to be posted for two business days from 03/17/2026, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include accommodation request in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Description Client Acquisition Manager About Ridgewood Investments: Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The Opportunity: We are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Maintain full compliance with regulatory and fiduciary standards Qualifications • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • Self-motivated, disciplined, and results-driven What We’re Looking For • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Competitive and accountable to measurable results Compensation & Upside • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results, • Opportunity for long-term growth and leadership based on performance Why Ridgewood We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Location: New Jersey Full-Time | Onsite.Handle all phases of estate and trust administration, including probate.Prepare federal and state estate tax returns and fiduciary accountings.Communicate regularly with clients, financial advisors, and accountants.Draft legal correspondence, deeds, and trust

Help shape how wealth management advice is delivered at scale.In this role, you'll provide strategic legal counsel across broker-dealer, bank fiduciary, and registered investment adviser frameworks, partnering with business and control functions to bring advisory strategies to market responsibly.You

Job Description This is a remote position. Fiduciary Accountant Our client is a rapidly growing, mid-sized law firm seeking an Estates & Trusts Fiduciary Accountant to support its expanding Estates and Trusts practice. This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to complex matters. While the firm maintains multiple office locations, this position is primarily supported from a Long Island-based hub. Ideal Candidate You are experienced in fiduciary accountings, highly organized, and comfortable owning multiple workstreams simultaneously. You enjoy precision-heavy work, communicating with clients and advisors, and improving processes in a modern, technology-forward environment. Requirements • 4+ years of experience preparing and reviewing fiduciary (estate/trust) accountings, • Bachelor’s degree in Accounting or Tax, • CPA preferred, not required, • Prior experience managing engagements, • Ability to organize and prioritize work., • Ability to work independently, but also work well with others., • Ability to manage multiple workstreams simultaneously., • Strong technology skills (the firm relies heavily on technology because the office is paperless)., • Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred. Responsibilities (include but not limited to) • Project management of fiduciary accounting engagements, • Prepare and review Estate and Trust accountings (formal and informal), • Prepare and review Trustee and Executor commissions, • Prepare proposed distributions, • Coordinate with estate administration teams to support waiver/consent submissions, • Form 706 preparation, • Maintain annual accounts and records for estates and trusts, • Data analytics and structured problem-solving, • Client communication and coordination with clients’ other advisors, • Form 1041 preparation is a plus (not required) Benefits • Robust benefits package (life/disability insurance, 401(k) match, health premium support), • Flexible work hours and location; option for 100% remote, • Transparent leadership and communication, • Support for continuing education, networking, and process improvement, • Mentorship on technical growth and career advancement, • Clear path for long-term progression (including a potential partner-track-style trajectory) To Apply Please submit: Resume Cover Letter 3 professional references

Job Description Top 200 AmLaw firm seeks an associate to join its Trusts and Estates Litigation Group in their Newark, NJ office. Qualified candidates should be a current judicial law clerk or have 1-3 years of experience in probate/fiduciary litigation. Judicial clerkship experience in the Chancery Division – Probate Part or Appellate Division of the Superior Court of New Jersey desired. NJ and NY Bar admission and strong academic background required.

Job Description Investment Advisor – Client Acquisition (Remote) About Ridgewood Investments Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Maintain full compliance with regulatory and fiduciary standards Qualifications • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • Self-motivated, disciplined, and results-driven What We’re Looking For • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Competitive and accountable to measurable results Compensation & Upside • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results, • Opportunity for long-term growth and leadership based on performance Why Ridgewood We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Job Description:\n\nPosition ObjectiveThis role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.Typical Duties and ResponsibilitiesClient Relationship & Account ManagementLead client onboarding and account transitions, ensuring accuracy and completeness of all paperworkRespond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teamsMonitor client satisfaction and identify opportunities to enhance service deliveryTrack service timelines, reviews, renewals, and compliance requirements Advisor & Operational SupportServe as primary administrative support to advisorsPrepare client reviews, investment updates, and reporting materialsMaintain CRM (Redtail) and client documentationTrack transfers (ACATs, annuities, asset movements) and follow up on statusDevelop and maintain documented workflows and internal processes Client Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentationCompile quarterly monitoring reports and meeting materialsEnsure timely and accurate completion of all client deliverablesAssist with fee analysis and plan design updates Administrative & CoordinationSchedule meetings and manage advisor/client calendarsPrepare and assemble proposals, implementation paperwork, and presentationsPrint, bind, and package client deliverablesMaintain organized electronic and physical client files Marketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leadsExecute advisor outreach campaigns using LinkedIn Sales NavigatorManage firm social media (LinkedIn, Facebook), including content creation and engagement trackingMonitor marketing platforms (e.g., FMG Suite) and publish approved content Marketing Campaigns & CommunicationsCoordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)Upload, review, and publish approved content in compliance with regulatory requirementsMaintain email distribution lists (Constant Contact / Redtail integration)Track campaign performance and engagement metrics Marketing Analytics & ReportingAnalyze weekly social media and website performance (followers, impressions, clicks, traffic)Maintain and update marketing scorecards and reporting dashboardsIdentify trends and recommend improvements to engagement strategies Events & Business Development SupportCoordinate advisor training events, client events, and firm-wide meetingsManage logistics including venue, registration, materials, vendors, and communicationsSupport marketing collateral development (flyers, presentations, postcards, campaigns)Coordinate co-branded marketing initiatives and external vendor partnerships Additional ResponsibilitiesDevelop, document, and improve internal systems and processesAssist with RFP responses and business development initiativesComplete special projects and other duties as assignedPosition RequirementsStrong understanding of financial services and securities industry regulationsExcellent analytical, organizational, and time management skillsStrong attention to detail and accuracyExceptional interpersonal and communication skillsProficiency in CRM systems, marketing platforms, and Microsoft Office toolsAbility to manage multiple priorities under tight deadlinesHigh level of professionalism and client service orientationHighly organized and detail-orientedProactive and solutions-drivenStrong collaborator and communicatorClient-focused with a service-oriented mindsetComfortable balancing operations, client service, and marketing responsibilitiesPerks & Benefits401(k) with Employer MatchHealth Insurance (with HSA option)Dental InsuranceVision InsuranceLife InsurancePaid Time Off PolicyFlexible Spending Account (FSA)Healthy Work/Life BalancePaid Parental LeaveRemote Work OpportunityAbout World Investment AdvisorsAs part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.Stimulating EnvironmentAt World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-OrientedProfessionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World?Great company culture with an awesome team-oriented atmosphere!\Mentorship OpportunitiesAbility to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional DevelopmentFriendly and collaborative work environmentEmployee perks including employee appreciation and charitable giving/volunteering opportunitiesWorld Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.Position ObjectiveThis role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.Typical Duties and ResponsibilitiesClient Relationship & Account ManagementLead client onboarding and account transitions, ensuring accuracy and completeness of all paperworkRespond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teamsMonitor client satisfaction and identify opportunities to enhance service deliveryTrack service timelines, reviews, renewals, and compliance requirements Advisor & Operational SupportServe as primary administrative support to advisorsPrepare client reviews, investment updates, and reporting materialsMaintain CRM (Redtail) and client documentationTrack transfers (ACATs, annuities, asset movements) and follow up on statusDevelop and maintain documented workflows and internal processes Client Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentationCompile quarterly monitoring reports and meeting materialsEnsure timely and accurate completion of all client deliverablesAssist with fee analysis and plan design updates Administrative & CoordinationSchedule meetings and manage advisor/client calendarsPrepare and assemble proposals, implementation paperwork, and presentationsPrint, bind, and package client deliverablesMaintain organized electronic and physical client files Marketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leadsExecute advisor outreach campaigns using LinkedIn Sales NavigatorManage firm social media (LinkedIn, Facebook), including content creation and engagement trackingMonitor marketing platforms (e.g., FMG Suite) and publish approved content Marketing Campaigns & CommunicationsCoordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)Upload, review, and publish approved content in compliance with regulatory requirementsMaintain email distribution lists (Constant Contact / Redtail integration)Track campaign performance and engagement metrics Marketing Analytics & ReportingAnalyze weekly social media and website performance (followers, impressions, clicks, traffic)Maintain and update marketing scorecards and reporting dashboardsIdentify trends and recommend improvements to engagement strategies Events & Business Development SupportCoordinate advisor training events, client events, and firm-wide meetingsManage logistics including venue, registration, materials, vendors, and communicationsSupport marketing collateral development (flyers, presentations, postcards, campaigns)Coordinate co-branded marketing initiatives and external vendor partnerships Additional ResponsibilitiesDevelop, document, and improve internal systems and processesAssist with RFP responses and business development initiativesComplete special projects and other duties as assignedPosition RequirementsStrong understanding of financial services and securities industry regulationsExcellent analytical, organizational, and time management skillsStrong attention to detail and accuracyExceptional interpersonal and communication skillsProficiency in CRM systems, marketing platforms, and Microsoft Office toolsAbility to manage multiple priorities under tight deadlinesHigh level of professionalism and client service orientationHighly organized and detail-orientedProactive and solutions-drivenStrong collaborator and communicatorClient-focused with a service-oriented mindsetComfortable balancing operations, client service, and marketing responsibilitiesPerks & Benefits401(k) with Employer MatchHealth Insurance (with HSA option)Dental InsuranceVision InsuranceLife InsurancePaid Time Off PolicyFlexible Spending Account (FSA)Healthy Work/Life BalancePaid Parental LeaveRemote Work OpportunityAbout World Investment AdvisorsAs part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.Stimulating EnvironmentAt World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.CompensationThis is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers.Team-OrientedProfessionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective) Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional DevelopmentFriendly and collaborative work environment Employee perks including employee appreciation and charitable giving/volunteering opportunitiesWorld Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. Powered by JazzHR RXgztPMIjg

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. EY teams work across a f

Senior Claims Specialist - EPL/Fiduciary. AXIS is hiring a Senior Claims Specialist EPL and Fiduciary Claims for its North America Claim Team. This individual will also have the opportunity to develop knowledge and expertise in Fiduciary Claims.

Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to

CFR 9) related to asset management, investment advisor, broker-dealer and fiduciary activities. Asset and Wealth Management business experience. As an Audit Manager within our Asset Management Internal Audit Team, you will plan and lead audit engagements, oversee and perform audit testing, document

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis.This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to he

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis.This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to

We are seeking a results-driven customer experience expert with a natural talent for consultative selling for groundbreaking new TurboTax customer-focused Retail locations across the United States.This role is for someone who thrives on guiding customers to the perfect solution and enjoys the satisf

We are seeking a results-driven customer experience expert with a natural talent for consultative selling for groundbreaking new TurboTax customer-focused Retail locations across the United States.This role is for someone who thrives on guiding customers to the perfect solution and enjoys the satisf

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis.This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to

We are seeking a results-driven customer experience expert with a natural talent for consultative selling for groundbreaking new TurboTax customer-focused Retail locations across the United States.This role is for someone who thrives on guiding customers to the perfect solution and enjoys the satisf

We are seeking a results-driven customer experience expert with a natural talent for consultative selling for groundbreaking new TurboTax customer-focused Retail locations across the United States.This role is for someone who thrives on guiding customers to the perfect solution and enjoys the satisf

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis.This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis.This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to he

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis.This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to he

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis.This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis.This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to he