Financial advisor jobs in Cherry Hill, New JerseyCrear alertas

Educates Fulton Financial Corporation Fulton Financial Corporation employees regarding investment and insurance products and services so the branch and other employees can deliver qualified referrals. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, a

Work with businesses, business owners and individuals What We Offer: Highly competitive transition income for established advisors Company matched 401(k) Internal support staff Hands on training and development program Health Benefits Medical Dental Vision Prescription Life Insurance Long Term Disab

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Only individuals who are financial advisors are credentialed to provide investment advisory services. Insurance products, securities and investment adviso

A FourLeaf Financial Group, Financial Advisor is a dual employee of both FourLeaf Federal Credit Union and LPL Financial Services, as such employment requirements from both organizations are required. FourLeaf Financial Group Advisors work with members on a long-term basis, pursuing goals from the i

Job Description Job Summary: The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for the strategic oversight and management of all financial operations of JFEDSNJ and its affiliated entities. The CFO ensures the integrity of financial reporting, oversees budgeting and forecasting processes, and implements sound financial strategies that support long-term organizational sustainability. This role also provides leadership to the finance department, supervises financial support staff, ensures compliance with regulatory and donor requirements, and partners with the CEO and the executive leadership to drive informed, mission-aligned decision-making. The CFO plays a critical role in safeguarding the organization’s assets and strengthening its ability to serve the Jewish community effectively and responsibly. Job Responsibilities: Financial Strategy & Leadership • Develop and implement financial strategies in partnership with the CEO with that align with the organization’s mission, vision, and long-term goals., • Serve as a strategic advisor to the CEO, Board of Directors, Finance Committee and Budgets & Allocations Committee on all financial matters., • Provide timely and accurate analysis of budgets, financial reports, and trends to assist the CEO and Board in decision-making.Budgeting & Forecasting, • Lead the annual budgeting process in collaboration with department heads., • Develop financial models and forecasts to support strategic planning and resource allocation in collaboration with the CEO, • Monitor budget performance and provide regular updates to stakeholders., • Prepare annual Allocations Table for the Budget to be reviewed and approved by the Board of Directors.Accounting, Reporting & Purchasing, • Oversee all accounting operations, ensuring compliance with GAAP and nonprofit accounting standards., • Ensure accurate and timely financial reporting, including monthly financial statements, donor reports, audits, and regulatory filings (e.g., IRS Form 990)., • Manage the annual audit process and liaise with external auditors., • Oversee the primary purchasing activities to allow for greater cost savings and efficiencies for the entire system.Cash Flow, Banking & Investment Management, • Monitor cash flow, investments, and financial position to maintain financial stability., • Implement systems to manage restricted and unrestricted funds appropriately., • Oversee banking relationships and treasury functions including all financing related activities.Compliance & Risk Management, • Ensure compliance with all federal, state, and local regulatory requirements, including grant and contract obligations., • Maintain internal controls and risk management practices to safeguard assets and data security., • Collaborate with legal counsel and insurance providers as needed.Team Leadership & Supervision, • Supervise and develop finance staff, promoting a culture of accountability, continuous improvement, and professional growth., • Build systems and processes to improve efficiency and effectiveness within the finance department.Cross-Functional Collaboration, • Work closely with development, program, HR, and operations teams to ensure alignment between financial planning and organizational activities., • Support grant reporting and budgeting to maximize funding opportunities. Required Education & Experience: • Prior experience working as a CFO or senior level leadership strongly preferred, with at least 10+ years of work experience in accounting and/or finance, with increasing levels of responsibility, • Master’s degree in accounting and/or finance, • CPA certification preferred, • Experience working in a non-profit 501-c3 organization, • Proven leadership skills and management experience, • Short and long term planning and budgeting experience, • Strong financial analysis skills, • Excellent oral and written communication skills as well as strong interpersonal and presentation skills, • Proficient with Microsoft Excel, Word, PowerPoint, Access and Outlook, • Knowledge of SAGE accounting software preferred Additional Technical Requirements: • Extensive experience working with ADP Workplace, Sage Intacct and QuickBooks., • Advanced Level PC skills, Microsoft Office – Excel, Word, PowerPoint, and Microsoft Outlooks, • Ability to perform work that is routine and strong attention to details, • Knowledge of systems and functionality., • Ability to work in cross-functional teams., • Excellent project management, customer service, organization, and time management skills Annual Salary Range: $200K + Benefits include: Generous PTO; Medical, dental, and vision care included; 403b plan eligible; Group term life insurance; Voluntary disability insurance plan; FSA & HSA options available; Gym membership included and other employee discounts are available. EEO Statement: The Jewish Federation of Southern New Jersey, and our family of agencies, is an Equal Employment Opportunity employer. We do not discriminate based upon a person’s actual or perceived gender, race, creed, color, sex (including pregnancy), affectional or sexual orientation, gender identity or expression, marital/civil union status, domestic partnership status, familial status, religion, national origin, nationality, ancestry, age, veteran or military status, disability that does not prohibit performance of essential job functions, or other legally protected characteristics. The Federation participates in the E-Verify program. The Federation is committed to working with and providing reasonable accommodation to applicants with disabilities. If you need assistance or an accommodation due to a disability, you may contact us via the link on this posting. EOE

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Cherry Hill branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Full-time position- Rotating evening and Saturday hours are required. EOE M/F/D/V

Job DescriptionDescription Our client is a well-established boutique financial advisory practice with over 30 years of experience guiding clients through retirement, investment, tax, and estate planning. The firm is known for its high-touch, personalized service and is seeking an experienced, professional Client Service Associate / Administrative Assistant to provide administrative support to a senior executive and help maintain efficient operations and exceptional client service standards. Key Responsibilities • Serve as the primary point of contact for clients, prospects, and external partners, • Manage inbound and outbound communications (phone, email, and in-person), • Ensure timely, professional responses, • Manage the executives calendar, • Schedule, coordinate, and prioritize meetings with clients and internal team members, • Prepare for meetings, • Compile materials, send reminders, and coordinate logistics (in-person and virtual), • Post-meeting follow-up, • Transcribe notes and action items, • Track deadlines and deliverables, • Ensure tasks are assigned and completed, • Coordinate travel and event logistics as needed, • Support and improve practice operations, • Identify opportunities to enhance workflows and client service processes, • Assist with special projects and initiatives as requested, • Maintain a professional office environment consistent with the firms high-service standards, • Handle confidential client, firm, and personal information with discretion and regulatory awarenessQualifications, • 5–7+ years of experience as a Client Service Associate, Administrative Assistant, or senior administrative professional, • Prior experience in wealth management (RIA, broker-dealer, bank, or family office) required, • Strong proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint), virtual meeting platforms (Zoom, Teams), and CRM systems, • Ability to quickly learn new technologies and tools, • Exceptional organizational, time-management, and prioritization skills, • Ability to manage competing priorities while maintaining accuracy and focus, • Excellent written and verbal communication skills, • Ability to interact professionally with high-net-worth clients and external professionals (estate attorneys, CPAs, custodians, etc.), • High level of discretion and professionalism when handling sensitive information, • Awareness of compliance and regulatory requirements, • Proactive and solution-oriented mindset, • Anticipates issues and operates with a high degree of independence, • Strong attention to detail and commitment to delivering a high-quality client experience, • Comfortable working closely with a senior advisor in a collaborative, client-centric environment, • Bachelors degree preferred (business, communications, finance, or related field)

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Whether you're a seasoned financial profess

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

Sell financial securities products including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs. Minimum 5 years of experience as a fully licensed, production-oriented Financial Advisor. Develop personalized financial plans across retirement, inve

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Lateral-US/job/Absecon/Financial-Solutions-Advisor---Southern-NJ-Market_26001170). Key

Only individuals who are financial advisors are credentialed to provide investment advisory services. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Whether you're a seasoned financial profess

Develop, maintain, and deepen relationships with a book of affluent and high-net-worth clients by providing superior financial planning and advisory services. Conduct in-depth analysis of clients' financial situations, goals, risk tolerance, and timelines to create personalized, goal-based financial

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of cli

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc. TD is one

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management. Financial Advisors are based within a bank branch and work within a highly collabo

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that s

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We are currently seeking an experienced financial advisor to join our dynamic team. At least 3 years related experience in the Financial Advisor role.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Any financial advisor, wealth management or in the financial services person looking for a new opportunity nationwide, looking to become independent, a higher payout and more financial freedom. Financial Advisor Wealth Management Opportunity.

Establishes individual financial plans based on client financial needs and objectives. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Managem

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a com

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. One financial advisor and one branch office administrator entirely focused on building c

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial li

Uncapped earning potential -- advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results. Compensation will be provided after completion of licenses and all other qualifications are met for being a Financial Advisor

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Ideally, you have 2+ years of experience working as a Financial Advisor. That's why every day we partner with financial professionals and institutions

Are you eager for upfront commissions plus ongoing monthly residual payments while going out on 2-3 pre-set appointments every day? This is an exceptional opportunity with Enhanced Payment Systems, a BBB "A+" rated leader in the fast paced merchant processing industry! Experience tremendous growth a

Administrative Assistant (Remote Position).Part-Time: $18–$24 per hour.Full-Time: $20–$28 per hour.We are seeking a dependable and well-organized Remote Administrative Assistant to support daily tasks, scheduling, communication, and general administrative operations.This role requires st

Are you eager for upfront commissions plus ongoing monthly residual payments while going out on 2-3 pre-set appointments every day? This is an exceptional opportunity with Enhanced Payment Systems, a BBB "A+" rated leader in the fast paced merchant processing industry! Experience tremendous growth a

Data Analyst / Junior Analyst (Remote – Entry-Level).We are seeking a Remote Junior Data Analyst to assist with data review, reporting, and basic analysis to support business decisions.Collect and organize data from internal sources.Assist with reports and data summaries.Identify basic trends

Hackensack Meridian Health - JobID: J736a97402f8c47469dd0e5c47a8f84ca-1 [Medical Office Assistant] As a Medical Receptionist at Hackensack Meridian Health, you'll: Greet patients and visitors warmly, ensuring a welcoming environment; Schedule appointments efficiently, managing calendars and patient

Sales Representative / Associate (Remote – Entry-Level).We are seeking a Remote Sales Associate to assist with outreach, lead follow-up, and customer communication.Communicate with potential customers.Provide product or service information.Track leads and customer interactions.Strong verbal an

Universal Health Services - 4641 ROOSEVELT BLVD [Medical Office Assistant] As a Receptionist at Universal Health Services, you'll: Answer and respond to incoming telephone calls; Direct calls to the appropriate party; Deliver high quality customer service to visitors in the lobby; Provide and collec

Administrative Assistant (Remote Position).Part-Time: $18–$24 per hour.Full-Time: $20–$28 per hour.We are seeking a dependable and well-organized Remote Administrative Assistant to support daily tasks, scheduling, communication, and general administrative operations.This role requires st

ArchWell Health is a new, innovative healthcare provider devoted to improving the lives of our senior members.We deliver best-in-class care at comfortable, accessible neighborhood clinics where seniors can feel at home and become part of a vibrant, wellness-focused community.Our members experience g

Securitas Technology, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect, and optimize businesses of all types and sizes.More than 13,000 colleagues in 40 countries are focused daily on our purpose to help make your world a safer place and our commi

Under general supervision, an Administrative Assistant provides direct day-to-day administrative support to full-time and part-time faculty and academic staff in their academic program/s and/or in their College/School.They also provide face-to-face, telephone, and email customer service to faculty,

As one of the tristate area’s leading marketing & consulting firms, we have established our reputation for being dedicated to people and purpose.We are seeking motivated, career-focused individuals to join our growing team of Client Enrollment Representatives, who will assist in driving Arcadia’

Inizio Engage has a long-standing partnership with a leading pharmaceutical company that is dedicated to bringing innovative products and effective results to physicians and patients.We are seeking performance-driven candidates who bring documented sales success and can make an impact quickly within

Bilingual Administrative Assistant (Part-Time) - 2025/2026 School Year.Founded in 2001, Mastery Schools is a public charter network of 23 K-12 schools in Philadelphia and Camden, serving more than 14,000 students.At Mastery, we're on a mission to provide all students with the academic and personal s

Assist with budget, payroll, expenses, financial records and confidential files and issues.

Located in Voorhees Township, New Jersey 08043 Performs a variety of front desk activities (answering phones/greeting patients) that support the Center and professional staff and performs a variety of essential services (checking-in, checking-out, etc.Job Title: Front Desk Department/Location: Repor

Elite Dental LLC in Philadelphia, PA desires to hire dental professionals who are passionate about their role in providing healthcare to others.Dental Administrators are a very key and integral part to dental healthcare operations and success.If you are someone who values helping others, creating, a

About Us: We are a commercial renovation company specializing in interior build-outs, design-build projects, and finish carpentry throughout Pennsylvania, New Jersey, and Delaware.We take pride in delivering high-quality craftsmanship, reliability, and professionalism on every project.Position Overv

Dental Administrators are a very key and integral part to dental healthcare operations and success.If you are someone who values helping others, creating, and managing workflow for yourself and others, as well as being detail-oriented, then we would love to welcome you into our dental healthcare fam

Administrative Assistant - Camden School Nutrition.School Nutrition Administrative Assistant – Keep Our Kitchens Running Smoothly!Support a Mission That Nourishes Students Every Day.Are you organized, detail-oriented, and passionate about supporting a team with a purpose? Join our school nutrition