Wealth advisor jobs in Hoboken, New Jersey - Page 3Create job alerts

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client exp

A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY.

A leading financial services firm in Brooklyn is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will have prior experience as a Financial Advisor, hold necessary certifications, and demonstrate integrity and relationship-bui

The Wealth Relationship Advisor SAFE Act is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function.Integrates subject matter and industry expertise within a defined

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold�

Free Access to a Workplace Financial Advisor. Wealth Management & Financial Planning,Investment Strategy & Portfolio Management,Client Relationship Management & Trust Building,Business Development & Lead Generation,Regulatory Compliance & Licensing. We are recruiting for a Financial Consultant.

In addition to personalized mentorship, we offer a comprehensive support ecosystem for new advisors, including dedicated professionals who handle applications, investment operations, and activity coaching.

Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. Adhere to profession

IIS supports clients in partnership with Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management OCIO, the client's MS Financial Advisor, and WM Operations. Maintain existing institutional client relationships by providing world class service through the support and suggestion

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

As the Field Integration Lead for Advisor Tools on the Sales Strategy and Support team, you will own the business prioritization and roadmap for Advisor Tools in Chase Wealth Management. Strong knowledge of wealth-management and advisor workflows and regulatory landscape. Morgan Wealth Management, w

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stake

As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitabl

Senior Wealth Advisor Safe Act - Brooklyn. The Wealth Relationship Advisor Safe Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the di

Wealth Lending OneCiti Lending Advisor Director. Build and maintain a strong pipeline of lending opportunities as part of the wider Citi Wealth lending growth aspirations. Lending Advisors provide advice across a variety of asset classes ranging from less liquid financial assets including Private

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Morgan Securities LLC (JPMS), a registered broker-dealer and inves

Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, w

Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor.Transforms advisors into fintech entrepreneurs.Emphasizes automation and efficiency to enhance client interactions.Grows by acquiring and enhancing traditional wealth management firms.Founde

This is the job description content.It focuses on the key responsibilities and requirements for the position.The content is presented in a clear and concise manner, highlighting the essential skills and qualifications needed for the role.The job details are structured to provide a comprehensive over

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

A leading financial services firm in Brooklyn is seeking a Private Client Advisor. The ideal candidate has at least 2 years of experience in a financial advisor role and holds a Series 7 and Series 66 license.

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employe

The VP II, Direct Business, Technology Product Management is a key leader within the Wealth Management Platform team. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the f

As the Field Integration Lead for Advisor Tools on the Sales Strategy and Support team, you will own the business prioritization and roadmap for Advisor Tools in Chase Wealth Management. Strong knowledge of wealth-management and advisor workflows and regulatory landscape. Morgan Wealth Management, w

You will be responsible for operationalizing wealth referrals to Chase Wealth Management, establishing RM and Advisor expectations, designing the onboarding experience, and developing strategies for how we collectively partner to win more share of client's investment wallets. Wealth Management Partn

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committe

Permanently Remote Associate Advisor / Relationship Manager.Modern Wealth Management is seeking a Permanently Remote Associate Advisor / Relationship Manager for our financial planning and investment advisory firm in Campbell, CA.We are very interested in you if you desire a career in Wealth Managem

A leading financial services firm in New York seeks a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. Establish, nurture and grow client relationships by acting as a trusted

Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients.

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

Wealth Management Digital Marketing Associate.Become an integral part of the Wealth Management Digital Marketing team, focusing on public site organic growth, local search, and advisor website strategy across chase.This role is responsible for driving organic growth and discoverability through advan

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f

Une banque de détail recherche un candidat dynamique pour gérer les relations avec des clients de TD Wealth à New York.

Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business

Attend product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services. Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based p

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment rega

Build, promote and maintain adequate pipeline of opportunities across all elements of the US Wealth product set, including, but not limited to, bank products, advisory opportunities, brokerage and planning/life insurance.

Plymouth Road - Plymouth Meeting, Pennsylvania 19462.Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries.As a member

Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. The Wealth Management Associate is an integral member of the advisory

Job DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyns brilliance and resilience, its incomparable culture and uncompromising grit and we demand more for our communities. Over our 15-year history, we have reimagined the role of philanthropy and provided immeasurable support to communities and nonprofit partners that are leading transformational change for Brooklyn. With a new model for community philanthropy, we are bringing together Brooklynites, Brooklyn backers, businesses, and broader believers in equity and justice to make Brooklyn a beacon for the world. We are a platform for galvanizing giving. We are here to ensure that ideas are met with resources, challenges are met with solutions, and inequity is met with justice. The Position: The Vice President of Philanthropic Partnerships reports to the Chief Operating and Financial Officer and is responsible for expanding and diversifying the foundations donor-advised fund (DAF) donor base by cultivating relationships with high-net-worth individuals, corporate philanthropists, and professional advisors. By leveraging expertise in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundations growth in DAF participation and ensure a seamless experience for both new and existing fundholders. The Vice President will also manage and provide strategic direction to the Donor Services Manager and the Grants & Compliance Manager, ensuring cohesive service delivery, robust compliance, and impeccable data management. This role requires flexibility, including occasional early morning, evening, or weekend commitments to accommodate donor engagements and events. Specific Responsibilities: Donor Cultivation & Acquisition • Proactively identify and engage prospective DAF donors, including high-net-worth individuals (HNWIs), family foundations, and corporate partners., • Conduct individualized donor consultations to discuss tax-efficient giving options and long-term philanthropic goals., • Collaborate with potential donors to customize giving strategies that align with their values, financial objectives, and community impact aspirations.Strategic Partnerships & Professional Advisor Engagement, • Develop and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals., • Host educational seminars, webinars, and workshops to inform advisors and their clients about the benefits and mechanics of DAFs., • Provide customized tools, resources, and support to assist advisors in discussing philanthropic opportunities with their clients.Donor Stewardship & Retention, • Coordinate with the Donor Services Manager to ensure a seamless onboarding process for new DAF holders, including fund agreement setup and initial contribution guidance., • Maintain ongoing engagement with fundholders by offering personalized support, updates, and consultations to maximize donor satisfaction and retention., • Conduct annual strategy reviews for fundholders, helping them refine their philanthropic focus and achieve greater impact.Team Leadership & Data Management, • Directly supervise the Donor Services Manager and the Grants & Compliance Manager, providing guidance, support, and professional development opportunities., • Oversee accurate, secure, and compliant data management practices for all donor records and fundholder information., • Collaborate with internal teams to enhance systems and processes that optimize donor engagement, compliance, and relationship tracking.Legal & Financial Knowledge Application, • Utilize expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning structures to guide donors and advisors., • Ensure all donor agreements, gift structures, and fund management practices comply with IRS regulations, DAF policies, and the foundations guidelines., • Monitor emerging trends and regulations in tax law and estate planning to keep donors and professional advisors informed of new opportunities or requirements., • Other duties as assignedQualifications:, • Bachelors degree in Business, Finance, Law, Nonprofit Management, Philanthropy, or a related field is required., • Chartered Advisor in Philanthropy (CAP) or Certified Trust and Fiduciary Advisor (CTFA) is highly desirable, • 10+ years of demonstrated success in donor cultivation, relationship management, and securing philanthropic commitments, ideally within a community foundation or financial services environment., • Strong knowledge of donor-advised funds, planned giving vehicles, tax regulations, and wealth management strategies., • Proven ability to develop partnerships and collaborate effectively with professional advisors in estate, tax, and financial planning., • Excellent communication, presentation, and negotiation skills, with a track record of building trust and rapport with HNWIs and corporate donors., • Highly organized, proactive, and results-oriented approach to managing multiple relationships and initiatives simultaneously., • Exceptional attention to detail and commitment to maintaining accurate, compliant, and confidential data., • Willingness to work flexible hours, including occasional early mornings, nights, and weekends to accommodate donor-related events.Other Information: Currently full-time employees are expected to work in the BKO office located in Downtown Brooklyn Monday through Thursday with occasional events on Friday. In alignment with its Racial Justice Lens, the Organization is committed to maintaining a staff that diversifies philanthropy, including lifting up the leadership of people from communities historically underrepresented in the field and those directly affected by structural racism, centering them in decision-making. Brooklyn Org is an equal opportunity employer. The Organization does not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability, marital status, military veteran status or any other protected group in the locations where we work. Compensation: Brooklyn Org has a competitive and exhaustive benefits and leave plan and the salary range for this position is $130,000 $145,000 dependent on the successful candidates background and experience. To Apply: Brooklyn Org has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Kathryn Frances Research and Operations Manager Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: . Please include Brooklyn Org, VP Philanthropic Partnerships in the subject line of the email. Flexible work from home options available.

Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation. JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solution

The Senior Tax Advisor will provide tax advice to, assist in providing tax advice to and manage tax risk associated with certain business units in Global Markets, Global Banking and Global Wealth and Investment Management business units. The Senior Tax Advisor will review new products and services t

The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. Tax Advisor, Wealth Management. Collaborate with external tax advisors ensuring consistency between adv

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery a