Wealth advisor jobs in Wayne, New JerseyCreate job alerts

BCG Securities is part of the Horace Mann family of companies. Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities We are seeking an experienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment. BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. We understand that today’s advisors want more than a platform. They want flexibility, support, meaningful client relationships, and opportunities to grow their business in multiple ways. At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers. For the right advisor, this creates opportunities for broader planning conversations, stronger client relationships, and long-term practice growth. Compensation Structure: This opportunity offers production-based compensation designed for advisors who want to grow their earnings alongside the growth of their practice and client relationships. Compensation may include advisory fees, commissions, and other production-based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities. What We Offer At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support. We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long-term business growth, including: • Comprehensive medical, dental, and vision coverage, • 401(k) with company match, • Life insurance and long-term disability coverage, • Retirement plan support and resources, • Internal support staff and operational assistance, • Practice-management support, • Planning and investment resources, • Ongoing training and professional development opportunities, • Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams, • A team-oriented culture focused on advisor success and long-term client relationships Why Advisors Choose BCG Securities Our advisors are supported by experienced professionals and resources that help them focus on building relationships and delivering client-centered advice. Advisors have access to: • Retirement plan support and resources, • Wealth management, investment, insurance, and financial planning solutions, • Internal support staff and planning resources, • Practice-management support, • Collaboration across operations, investments, insurance, retirement plans, and client service teams, • Training and professional development opportunities, • A team-oriented culture focused on long-term advisor success This opportunity may be a strong fit for advisors interested in: • Building long-term client relationships, • Expanding financial planning and wealth management conversations, • Supporting retirement plan participants and employer relationships, • Growing across investments, retirement planning, and insurance solutions, • Working independently while leveraging a collaborative support structure Key Responsibilities • Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance, • Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies, • Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve, • Discuss insurance and annuity solutions, where appropriate, as part of the planning process, • Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable, • Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions, • Build and manage strong client relationships through consistent communication, service, and follow-through, • Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience Position Requirements • Bachelor’s degree, • Minimum of 3 years of experience as a Financial Advisor, • Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63, • Life and Health insurance licenses preferred, • Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships preferred, but not required, • Strong client relationship management skills, • Excellent verbal and written communication skills, • Ability to work independently and collaboratively while managing multiple priorities, • Commitment to ethical conduct, regulatory compliance, and client-focused service Additional Compensation Information Actual compensation will vary based on production, business mix, experience, licensing/registration status, applicable payout structures, and advisor growth, subject to firm policies. All applications will be handled confidentially. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our _ All applicants should review our _

Company Overview: Summit Financial LLC is a $30+ billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 50 of all RIA firms by Barron’s & Forbes and is one of the fastest growing RIAs in the country with over 160 advisors across 30 states and headquarters in Parsippany, New Jersey. Role Overview: We are seeking an Investment Analyst to support the continued growth and evolution of the Summit investment platform. Role & Responsibilities Investment Research & Due Diligence • Conduct quantitative and qualitative research on public and private investment strategies, including mutual funds, ETFs, SMAs, and alternative investments., • Support manager due diligence efforts by reviewing performance, risk, portfolio construction, and firm‑level factors; maintain and update due diligence files., • Assist in the development and refinement of Summit’s asset allocation models and investment criteria., • Monitor markets, macroeconomic trends, and investment themes to support internal research and commentary. Portfolio & Platform Support • Assist with portfolio construction, asset allocation, and tax‑aware portfolio design in support of advisors and client objectives., • Support ongoing oversight of models, strategies, and platform investments, including performance analysis and periodic reviews., • Serve as a resource to advisors on investment strategy implementation and the use of third‑party platforms and investment technology. Advisor Engagement & Communication • Serve as a direct point of contact for Summit advisors on investment‑related questions, portfolio construction support, and platform resources., • Communicate complex investment concepts clearly and confidently to a diverse audience, adapting messaging for advisor, client, and internal stakeholders., • Support advisors in client discussions by translating research, portfolio analytics, and market insights into practical, actionable guidance., • Participate in advisor meetings, training sessions, and ad‑hoc consultations alongside senior members of the Investment Team., • Collaborate closely with advisors to understand client objectives, constraints, and implementation considerations, helping tailor investment solutions within Summit’s platform., • Contribute to written communications—including market commentary, investment notes, and presentation materials—with a high standard of clarity, accuracy, and professionalism. Technology, Data & AI Enablement • Leverage investment research platforms (e.g., Morningstar, Bloomberg, portfolio analytics tools) to evaluate managers and portfolios., • Utilize AI‑enabled tools (e.g., research summarization, drafting, workflow automation, data validation) to improve efficiency, consistency, and insight generation across the investment process., • Maintain data integrity across custodians, reporting systems, and internal tools; assist in identifying process improvements through automation and technology. Qualifications & Experience • Bachelor’s degree in finance, economics, or a related field., • 3+ years of experience in asset management, investment research, or wealth management., • Strong understanding of financial markets, macroeconomic trends, and investment strategies., • Interest in pursuing or progress toward the CFA designation strongly preferred., • Experience with investment research and analytics platforms (e.g., Bloomberg, Morningstar)., • Advanced Excel and PowerPoint skills; comfort working with large datasets and presentation materials., • Demonstrated ability to apply emerging technologies, including AI‑driven research or workflow tools, in a professional setting. Professional Attributes • Strong quantitative and qualitative analytical skills., • Excellent written and verbal communication skills, with the ability to translate complex ideas clearly., • Highly organized with strong project‑management skills and attention to detail., • Ability to work independently while collaborating effectively across investment, operations, compliance, and technology teams., • Intellectual curiosity, sound judgment, and a desire to grow within a collaborative investment team environment. Why Summit • Exposure to a broad, open‑architecture investment platform spanning public and private markets., • Meaningful interaction with senior investment professionals and advisors., • Opportunity to help shape a modern, technology‑enabled investment platform within a growing RIA., • Collaborative, team‑oriented culture with a strong emphasis on research quality and advisor impact. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable law. We are committed to fostering an inclusive, diverse workplace where everyone feels valued and empowered.

Financial Planner OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site) At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Financial Planner. Position Overview: As an integral part of OnePoint BFG, the Financial Planner works closely with the Wealth Advisor in providing support with all client meetings. The Planner is involved in managing the financial planning, attending client meetings, taking notes, tracking and monitoring cases and more. Key Responsibilities: • Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics., • Guide high-income and high net-worth individuals towards their financial goals., • Create investment and financial plans by utilizing financial planning software., • Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions., • Serve as first points for clients and actively participate in client and prospective client meetings., • Manage Advisor’s calendar and coordinate client prep work ensuring research and data gathering is complete and timely., • Manages time and resources efficiently and effectively to bring compounding value and excellence to clients., • Translate clients’ investment goals into meaningful business opportunities., • Follow risk management practices by adhering to the company’s policies and procedures., • Complete ad hoc projects as needed as per direction of the Wealth Advisor. Qualifications: • Bachelor’s Degree preferably in Finance. CFP a plus., • Team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines., • Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals., • Long-term investment mindset geared toward meeting client/investor expectations., • Analytical thinker with ability to adapt quickly to a high growth, fast paced environment., • Outstanding presentation skills and strong mindfulness to details. Licenses/Certifications, Required: Series 6, 63 or 7. Life & Health Insurance preferred or will be required to obtain within first 90 days of employment. Why Join Us: Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression.

Job DescriptionDescription: Tax Manager OnePoint BFG Wealth Partners Parsippany, New Jersey, United States At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Tax Manager. Position Overview: We are seeking a Tax Manager for a growing tax department to provide high-touch tax planning, manage an offshore team for tax prep and filing, compliance, and advisory services to our high-net-worth clients and families. This role emphasizes client engagement and strategic guidance. Key Responsibilities: · Deliver exceptional tax planning, tax prep management, compliance, and advisory services for our high-net-worth clients. · Manage and review work done by offshore tax team and file a variety of tax returns, including Forms 1040, 1041, 1065, and 1120-S, ensuring accuracy and timely submission. · Lead client meetings to discuss tax-related inquiries and provide strategic recommendations. · Collaborate with internal teams and advisors to ensure comprehensive federal and state tax compliance. · Analyze tax returns to identify planning opportunities, efficiencies, and potential risks. · Conduct research on complex tax issues and document clear responses to client and Advisor questions. · Mentor and train junior tax staff as the department grows. · Manage and execute special projects as assigned. Qualifications: · Minimum of 8 years of experience as a Tax Manager or Senior Tax Manager in a public accounting firm or RIA. · Experience managing offshore tax team preferred. · Active CPA certification is required. · Bachelor's degree in accounting, finance, economics, or a related field. · Comprehensive knowledge of tax issues affecting individuals, as well as S-corps, trusts, partnerships. · Detail-oriented with excellent time management skills. · Experience with Holistiplan is preferred. · Proficiency in MS Office applications. Why Join Us: Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Requirements: Qualifications: · Minimum of 8 years of experience as a Tax Manager or Senior Tax Manager in a public accounting firm or RIA. · Experience managing offshore tax team preferred. · Active CPA certification is required. · Bachelor's degree in accounting, finance, economics, or a related field. · Comprehensive knowledge of tax issues affecting individuals, as well as S-corps, trusts, partnerships. · Detail-oriented with excellent time management skills. · Experience with Holistiplan is preferred. · Proficiency in MS Office applications.

Job DescriptionDescription: About Us: OnePoint BFG Wealth Partners is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a Technology Operations Intern to join our Technology Team to support our growing initiatives. Job Brief: This role supports the day-to-day administration and maintenance of the firm's core technology platforms, including CRM (Salesforce Financial Services Cloud), portfolio accounting (Orion), and electronic signatures (DocuSign). The ideal candidate is detail-oriented, eager to learn, and comfortable working in a fast-paced financial services environment. Responsibilities: CRM & Salesforce Administration • Assist with break-fix support in Salesforce Financial Services Cloud (FSC), including basic data cleanup and routing tickets to the appropriate team member., • Shadow and support the Sr. Associate on CRM maintenance tasks, learning platform configuration and workflows over time. Portfolio Accounting — Orion • Support data entry and validation efforts, checking account and client information accuracy and flagging any discrepancies to the Sr. Associate., • Troubleshoot report issues, create one-off reports, and serve as the first point of contact for Orion-related break-fix issues. Electronic Signatures — DocuSign • Help administer the firm's DocuSign environment, including template management, envelope tracking, and user access. Additional Platforms • Provide day-to-day support and break-fix troubleshooting across other firmwide technology platforms as assigned. Training & Onboarding · Serve as a first point of contact for advisor and staff questions about the firm's technology platforms, triaging issues and escalating to the Sr. Associate as needed. · Assist with onboarding and training new employees on the tech stack Requirements: Knowledge and Skills • Proficiency with CRM platforms; Salesforce experience preferred, • Comfort with data entry, reconciliation, and reporting tools, • Strong attention to detail and problem-solving skills, • Excellent written and verbal communication, • Ability to work independently and manage multiple tasks, • Willingness to assist with user training and support Education and Experience • Bachelor's degree in Finance, Management Information Systems, or a related field, • Experience or coursework in financial services or fintech a plus Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job DescriptionDescription: OnePoint BFG is a registered investment adviser (RIA) with about $17bn AUM/AUA advising high net worth clients across the United States. The firm is headquartered in Parsippany NJ with offices in Boston, Atlanta, Chicago, Minneapolis, and other cities. The firm has been experiencing rapid growth and aims to become a national brand in wealth management over the next several years. OnePoint BFG attracts new clients and advisor teams, is well-capitalized for growth and has been supported by a prominent minority strategic investor. Position Overview: The firm is seeking an FP&A Lead to join our corporate headquarters. This individual will work closely with the CFO to provide insight into strategic choices the firm faces and help with firm-wide P&L and AUM management reporting, budgeting & forecasting, headcount planning, and preparation of materials and analyses for the Board of Directors, while supporting M&A modeling/due diligence and analysis on an as-needed basis. Key Responsibilities: • Develop and maintain comprehensive financial models to support scenario planning, budgeting and forecasting, and strategic decision-making, • Collaborate with leadership to shape long-term strategic plans, set financial and business targets, and establish goals aligned with business and corporate objectives, • Create high-impact presentations and executive summaries for senior leadership, incorporating insights and analysis from the finance team, • Lead special projects focused on financial analysis, market research, competitive landscapes, and strategic planning initiatives, • Present complex financial concepts in a clear, concise, and engaging manner to drive stakeholder understanding and alignment, • Identify key business challenges and utilize advanced visualization tools to improve data-driven decision-making and enhance operational efficiency, • Help foster a culture of collaboration, continuous development, and high performance across the expanding finance team, • Lead and own the annual budget process, define budget goals and manage their implementation across the organization Requirements: Qualifications: • 7+ years of experience in Financial Planning & Analysis, Finance Operations or comparable experience, • Experience in wealth management, private equity, consulting or corporate strategy preferred, • Bachelor’s degree in finance, economics or related field, • Superior analytical and problem-solving skills, • Proven experience managing/consolidating forecasts and annual operating plans, • Ability to work well under pressure in a fast-paced environment and handle multiple assignments, • Attention to detail and high standards for quality and accuracy in work product, • Advanced Excel and PowerPoint skills (e.g. financial modeling, macros, pitch decks), • Strong verbal, written and interpersonal communication skills

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

Bilingual fluency: Spanish and English.

Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities • Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm., • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations., • Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more., • Complete the account opening process for new business obtained, • Move money from accounts per industry and federal regulations, • Perform market research to stay current with financial trends, • Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more., • Maintain compliance with all rules and regulations in the financial industry, • Identify and pursue new business opportunities through existing client base, networking and referrals Requirements • Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7., • Proven experience in financial sales., • Ability to independently close business., • Strong understanding of wealth management principles and investment strategies., • Excellent math skills with the ability to analyze complex financial data., • Exceptional sales skills with a focus on customer relationship management., • Ability to communicate complex financial concepts clearly and effectively to clients., • Strong organizational skills with attention to detail in managing client portfolios., • Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

Job DescriptionSalary: Servicing Financial Advisor Cornerstone Planning Group | Fairfield, NJ At Cornerstone Planning Group, we are a growth-oriented financial advisory firm committed to integrity, excellence, ownership, and delivering meaningful impact in the lives of our clients. As our firm continues to grow, we are seeking a relationship-focused and service-driven Servicing Financial Advisor to join our advisory team in Fairfield, NJ. This role is designed to support our lead advisors by helping manage and deepen client relationships, ensuring every client household receives an exceptional planning and service experience. The ideal candidate is an excellent communicator, highly organized, collaborative, and passionate about building long-term relationships through thoughtful financial guidance and proactive client service. This is not a sales-driven role. There are no business development quotas or prospecting requirements. Instead, this role is focused on delivering outstanding client experience, strengthening relationships, and supporting the continued growth and scalability of the firm. Role Highlights As a Servicing Financial Advisor, you will partner closely with lead advisors to help manage existing client relationships, conduct client review meetings, support financial planning initiatives, and ensure clients receive a high level of ongoing communication and care. Client Relationship Management • Build and maintain strong long-term relationships with client households, • Serve as a primary point of contact for clients and provide proactive communication and support, • Help ensure clients feel informed, cared for, and confident in their financial planning relationship, • Deliver a high-touch, personalized client experience aligned with the firms values and service standards Client Review Meetings & Planning Support • Conduct client review meetings and ongoing service meetings, • Assist in preparing for meetings by reviewing client plans, account activity, and financial updates, • Collaborate with lead advisors to implement planning recommendations and follow-up action items, • Support the ongoing delivery of financial planning strategies and wealth management solutions Advisor & Team Collaboration • Work closely with lead advisors to help manage capacity and client service responsibilities, • Coordinate with the service team to ensure operational workflows and client requests are handled efficiently, • Maintain accurate client notes, meeting summaries, and task management within the firms CRM, • Contribute to a collaborative, team-first environment focused on operational excellence and client success Operational & Service Excellence • Ensure timely follow-through on client requests, planning updates, and service needs, • Maintain organized workflows and high attention to detail across all client interactions, • Identify opportunities to improve communication, efficiency, and the overall client experience, • Stay current on firm technologies, planning strategies, and industry developments What Youll Bring Experience • Experience in financial services, wealth management, or client relationship management preferred, • Prior experience supporting or managing client relationships within an RIA or financial advisory environment strongly preferred, • Financial planning knowledge or advisor licensing is a plus Relationship & Communication Skills • Exceptional interpersonal and communication skills, • Ability to build trust and establish strong client relationships, • Professional presence with strong listening and follow-through abilities, • High emotional intelligence and client-first mindset Organization & Execution • Strong organizational and time-management skills, • Ability to manage multiple client relationships and priorities simultaneously, • Detail-oriented with a commitment to operational accuracy and follow-through, • Process-driven mindset with the ability to work effectively in a fast-paced environment Technology & Systems • Experience with CRM systems such as Wealthbox, Charles Schwab, Black Diamond or similar platforms, • Strong proficiency in Microsoft Office products including Outlook, Excel, PowerPoint, and Word, • Comfortable learning and adapting to evolving technology and planning systems Who You Are You are someone who genuinely enjoys building relationships and helping clients feel supported and cared for. You communicate with professionalism, empathy, and confidence, and you take pride in delivering a high level of service in every interaction. You thrive in a collaborative environment where teamwork, accountability, and continuous improvement are highly valued. Most importantly, you are excited about helping clients navigate important financial decisions while contributing to the long-term growth and success of the firm. Cornerstones Core Values Weve built a culture where high performers thrive, and every team member plays a vital role in our collective success. If youre ready to be part of a team where your work truly makes a difference, youve found your place. Ownership We own the wins and the losses as a team. Taking ownership is the only way we succeed together. Impact Everything we do has an impact on others. We act with empathy and intention. Integrity We put the needs of others above our own. Doing the right thing is always the right thing. Excellence How we do anything is how we do everything. We strive to improve every day. Please visit our website to learn more: www.cornerstoneplanninggroup.com Position Benefits • Covered Health Insurance, Life Insurance, & Long-Term Disability, • Federal Holidays, • Gym Reimbursement, • Flexible Paid Time Off (PTO) Policy, • Professional Development Budget, • 401(k) Match with Profit Sharing Compensation Compensation for this position will be based on experience, qualifications, licensing, and industry expertise. REQUIRED Applicants who do not complete this step will not be considered Apply here on LinkedIn and email Info@cspgllc.com with the following: • Which Cornerstone Core Value do you most identify with and why?, • What specifically about Cornerstone Planning Group stand out to you?, • Why do you believe you would excel in a relationship-focused advisory role?, • Attach your resume to the email

Job DescriptionDescription: Insurance Manager OnePoint BFG Wealth Partners Parsippany, New Jersey, United States At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as an Insurance Manager. Position Overview: The Insurance Manager will lead the life insurance, long-term care, and annuities division within OnePoint BFG, reporting directly to the Head of Financial Planning. This role is responsible for developing and overseeing underwriting, placement, and illustration production functions for life insurance, long-term care, and annuity products, building and managing a high-performing team, and providing ongoing training. The Manager will drive new business initiatives and support financial advisors in selecting appropriate solutions for their clients. Key Responsibilities: • Underwriting & Placement:, • Design, implement, and optimize underwriting and placement processes to ensure efficient and compliant insurance and annuity solutions. Collaborate with carriers to secure competitive rates and favorable terms for clients., • Illustration Production:, • Oversee the development of accurate and compelling insurance and annuity illustrations that support advisor recommendations and client presentations., • Team Building & Management:, • Recruit, train, and supervise a team of insurance professionals. Foster a collaborative environment focused on professional development and service excellence., • Training & Development:, • Develop and deliver training programs for staff and financial advisors to enhance knowledge of life insurance, long-term care, and annuity products., • Business Development:, • Identify and pursue opportunities to expand OnePoint BFG’s insurance and annuity business. Build relationships with external partners and industry contacts to support growth objectives., • Advisor Support:, • Serve as a subject matter expert, assisting financial advisors in evaluating and selecting suitable insurance, long-term care, and annuity products for their clients. Provide ongoing guidance and support throughout the sales and service process.Requirements: Qualifications: • Minimum 8 years of experience in life insurance, long-term care insurance, and annuities, preferably within a registered advisory or broker-dealer environment., • Bachelor’s degree in business, finance, or a related field; advanced credentials (CLU, ChFC, CFP) are highly valued., • Demonstrated expertise in underwriting, placement, and illustration production for insurance and annuity products., • Strong understanding of regulatory requirements and compliance standards., • Proven track record in team leadership and staff development. Desired Skills and Competencies • Exceptional leadership and team management abilities., • Outstanding communication and interpersonal skills., • Strategic thinking and business development acumen., • Comprehensive industry knowledge and technical proficiency in insurance and annuities., • Ability to build effective relationships with advisors, carriers, and partners., • Problem-solving orientation and attention to detail. Why Join Us: Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. ` Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

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. Morgan Wealth Management is committed to serving clients acr

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. Morgan Wealth Management is committed to serving clients acr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. INVESTMENT AND IN

Job DescriptionDescription: About Us: OnePoint BFG Wealth Partners is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking an IT Intern to work closely with our IT team and support ongoing technology initiatives. Job Brief: We are looking for a motivated and technically curious IT Intern to join our growing technology team. In this role, you will gain hands-on experience supporting a dynamic and fast-paced financial services environment, working alongside our IT staff to deliver reliable technology solutions to internal stakeholders. You will be exposed to a broad range of IT functions — from end-user support and asset management to enterprise platform administration involving tools such as Microsoft Intune, Entra ID, and Okta. This internship offers a strong foundation for someone interested in IT seeking practical experience in a regulated, client-focused industry. Responsibilities: • Provide technical support for common IT tickets such as software installations, password resets, and hardware issues., • Assist with logging inventory to an asset management IT platform., • Configure workstations for new hires and support the onboarding process., • Creating documentation for internal and external processes as guided by our ITSM program., • Support our end-user base during firm wide projects and deployments, primarily related to Intune, Entra, and Okta configurations. Requirements: Knowledge and Skills • Highly detail oriented with a mindset for problem solving., • Excellent customer service skills, • Ability to work in a collaborative environment while proactively identifying independent tasks, • Familiarity with Microsoft 365 applications. Education and Experience • Student pursuing a degree in Information Technology, Computer Science, or related field, • Experience with coordinating group projects and meeting deadlines. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.

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 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 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 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

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated invest

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

Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planni

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 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

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

ShopRite - Cashier (Village NJ).Location: Cedar Knolls, NJ (ShopRite of Greater Morristown).We are living our Purpose - To Care Deeply about People, Helping them to Eat Well and Be Happy.This Purpose guides everything we do and is why we are in business.We are using our service priorities - Safety,

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Cashiers play a critical customer service role by providing customers with fast, friendly, accurate and safe service.They process checkout and/or return transactions, as well as monitor and maintain the self-checkout area.They proactively seek product/project knowledge to provide customers with info

Did you know bearded dragons grow up to 2 feet long? Or that the average life span for an umbrella cockatoo is 50 years? Our team members are pet lovers and like to know it all!.As a Store Team Member at Pet Supplies Plus, you're pawsitively passionate about people and their pets.Providing exception

Wal-Mart #3562 189 Us Highway 46 Saddle Brook, NJ 07663-6215 $18.Part time Shift may start between 8:00am - 4:00pm.

ShopRite - Cashier (Inserra NJ).Location: Wayne, NJ (ShopRite of Wayne Hills Mall).We are living our Purpose - To Care Deeply about People, Helping them to Eat Well and Be Happy.This Purpose guides everything we do and is why we are in business.We are using our service priorities - Safety, Friendlin