Are you a business? Hire personal finance advisor candidates in Jersey City, NJ
... personal and volunteer days * Employee Resource Groups support an inclusive workplace for everyone ... Advise business areas on Firm policies and procedures and applicable securities laws and ...
World Insurance Associates ("World") is a unique financial services organization with a global ... K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee ...
Prepare financial plans and check their accuracy ... Sell commerical/personal insurance and investment products to small and mid-size business owners ...
Build relationships with active clients to serve as a trusted advisor, providing strategic market ... Seek professional and personal development independently and with the support of a line manager
Conduct trading surveillance for personal employee trading, employees brought over the wall, and ... S. financial institution/broker dealer, including related to insider trading monitoring, and ...
... Finance. In this environment, the Director will act as an extended staff member and close advisor ... establishing personal networks; benchmarking state-of-the-art practices; participating in ...
Participate in Investment Committee meetings along with the Fund's Sub-Advisor. * Collaborate on ... Personal information is only collected to match applicants with job opportunities. For more ...
... expert calls, and financial modeling. * Understand and analyze situational factors related to ... Strong personal and professional integrity. * Intellectual curiosity and a collaborative mindset.
Neutral toward technology, vendor, and product choices more interested in results than in personal ... risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and ...
This role will involve both professional and personal support with experienced working in fast ... an advisor for your career advancement. Solomon Page has an extensive network of established ...
You'll get to know customers' personal financial goals and recommend tailored solutions to help ... and advise you of next steps quickly. Preferred skills/experience: * 1 year cash handling ...
... Advisors via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops-Assist in ... personal development. Qualifications: • Bachelor's Degree • Prior experience in the Financial ...
Monitoring of Code of Ethics activities, including Conflicts of Interest, Personal Trading, Private ... Provide business teams compliance guidance, i.e., Advisor Teams, Investment Operations, Portfolio ...
High Level Primary Responsibilities include: • Assists Financial Advisors via MSSN/PSN calls and ... to personal development. Skills: • Bachelor's Degree • Prior experience in the Financial ...
... personal trading, insider trading, gifts and entertainment and political contributions * Advise ... finance teams * Enhance and maintain effective trade surveillance program to ensure compliance with ...
... personal and volunteer days * Employee Resource Groups support an inclusive workplace for everyone ... Advise business partners in the business teams on regulatory and other general legal matters ...
Dynamic team of over 100 full-time people and 40+ Senior Advisors / Operating Partners. The senior ... Strong relationship building skills and ability to cultivate personal rapport. * Positive, "can do ...
... financial services but open to corporate backgrounds, and a Bachelor's degree is required. Ideal ... an advisor for your career advancement. Solomon Page has an extensive network of established ...
... Advisor Pro. - personal coaching from proven winners - customized marketing support to help you ... financial advice and guidance."* So, consider a career in a growth industry where you can get the ...
Knowing we all have different needs, our development and personal wellbeing programs are designed ... Nurtures and cultivates long-term relationships with major clients, serving as a trusted advisor ...
... personal correspondence, and handling other tasks that facilitate the Executives' ability to ... an advisor for your career advancement. Solomon Page has an extensive network of established ...
... personal well-being and professional excellence. Responsibilities: * Advise Taft-Hartley multi ... This position is in person in our offices in the Financial District, Manhattan NY Base salary $190 ...
... maintaining personal initiative * Knowledge of and deep passion for financial markets, with a ... About Global X Global X is the investment adviser to the Global X Funds and a New York-based ...
Manage Code of Ethics disclosures, personal trading monitoring, creation of training and other ... Strong working knowledge of the Investment Advisers Act Rules 204A-1 and 206(4)-7 and a working ...
