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

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation package - this is Total Rewards.Employees enjoy multiple wealth-building opportunities through our annual st

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our Financial Services EY EDGE practice is made up of a team of professi

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation package - this is Total Rewards.Employees enjoy multiple wealth-building opportunities through our annual st

Hybrid 3 days / week onsite at Tampa, FL, 33647 / Jersey City, NJ, 07310 CTH Description: The IT SIFMU & Risk department supports the development & testing needs of multiple DTCC core business lines including NSCC Risk, Clearing & Settlement, Equity Clearing, Wealth Management, Treasury Clearing etc

Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Technology Lead Business Analyst - Vi

Oppenheimer & Co. Inc. Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility of the role is to support the day-to-day operations of a successful, growing wealth management practice comprised of two advisors and two existing RCSAs. The cornerstone of the practice is impeccable client service and financial planning. This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail. The candidate should be able to operate independently as well as a member of a 5 – 6 person team. This role will assist in performing a variety of daily support tasks so that the team grows their business, runs smoothly and meets excellent service standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness, • FINRA Series 7 and 63/65 (or 66) required (within first three months of hire), • A basic understanding of financial instruments and brokerage/insurance products, • 5+ years' experience working as a sales assistant/CSA, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn Docusign and internal software programs., • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $60,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Lead Software Engineer We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorganChase within the Asset and Wealth management line of business, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives. We are seeking a well-rounded hands-on quantitative developer that is experienced in building systems that support the full investment management cycle with the main focus on full stack development using Python, Java and AI/LLM tools. You will be part of the front-office technology team and have good business knowledge and communication skills to work with the stakeholders and develop functional specifications. You will be joining a high-performance, award-winning team who build applications that support the investment management cycle including research, portfolio management and investment. Job responsibilities: • Works closely with portfolio managers to develop portfolio construction/optimization applications, • Develop an understanding of the data loads and processes related to portfolio construction in the system, • Provide support for the teams existing portfolio construction services and applications, • Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems, • Develops secure and high-quality production code, and reviews and debugs code written by others, • Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems, • Contribute to the team's technology modernization initiatives including moving services to Amazon Web Services (AWS), • Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems, • Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies, • Formal training or certification on software engineering concepts and 5+ years applied experience, • Hands-on practical experience delivering system design, application development, testing, and operational stability, • Advanced skills in Python or Java., • Proven business skills in understanding wealth management, portfolio management and associated analytics, • Proficiency in automation and continuous delivery methods, • Proficient in all aspects of the Software Development Life Cycle, • Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security, • Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.), • Practical cloud native experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation package - this is Total Rewards.Employees enjoy multiple wealth-building opportunities through our annual st

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Seven plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, includin

Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team. Registered Client Service Associates provide exceptional service to our clients a

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation package - this is Total Rewards.Employees enjoy multiple wealth-building opportunities through our annual st

Vice President, Auditor, Markets and Wealth Services. We're seeking a future team member for the role of Vice President, Auditor to join our Markets and Wealth Services Audit team.

Act as a trusted technology advisor for Wealth Management and Client Advisory stakeholders aligning solutions to business objectives. Translate wealth business requirements into functional and technical specifications for delivery teams. Ability to work with senior business leaders product owners an

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.

Hybrid 3 days / week onsite at Tampa, FL, 33647 / Jersey City, NJ, 07310 CTH Description: The IT SIFMU & Risk department supports the development & testing needs of multiple DTCC core business lines including NSCC Risk, Clearing & Settlement, Equity Clearing, Wealth Management, Treasury Clearing etc

Lead Software Engineer We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorganChase within the Enterprise Technology, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives. As a key overseer of the implementation and management of large-scale mainframe systems within the financial services industry. This role is pivotal in ensuring the efficient operation and management of systems housing millions of Prime Brokerage and Wealth Management client account reference data. The ideal candidate will have a strong background in mainframe technologies and tools, along with experience in distributed technologies and AI tools. Job Responsibilities • Lead the implementation and management of mainframe systems, ensuring high performance, reliability, and scalability., • Utilize expertise in mainframe technologies such as Cobol, CICS, DB2, VSAM, MQ messaging, Stored procedures, DB2 Utilities, JCL, ChangeMan, NDM, and other file transfer mechanisms to maintain and enhance applications., • Provide leadership, guidance, and support to ensure team success and development., • Collaborate with cross-functional teams to integrate distributed technologies and AI tools into mainframe systems, enhancing functionality and efficiency., • Ensure compliance with industry standards and best practices in mainframe technology and data management., • Develop and implement strategies for system optimization, data integrity, and security., • Monitor system performance and troubleshoot issues to ensure uninterrupted service., • Formal training or certification on software engineering concepts and 5+ years applied experience, • Experience in the financial services industry, managing large-scale mainframe applications., • Extensive hands on experience in mainframe technologies and tools, including Cobol, CICS, DB2, VSAM, MQ messaging, Stored procedures, DB2 Utilities, JCL, ChangeMan, NDM, and file transfer mechanisms., • Proven experience in managing large-scale mainframe implementations and systems., • Strong leadership skills with experience managing global teams., • Excellent problem-solving skills and the ability to work under pressure. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. About the Team Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Provide advice and counsel related t

We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.As a Lead Software Engineer at JPMorganChase within the Asset & Wealth Management Marketing Technology team, you are an integral part of an agile team that works to enhance, build,

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct i

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

Private Wealth Services Tax Senior Manager. As the Private Wealth Services Tax Senior Manager, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and fam

You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Annuities are made available through Chase Insurance Agency, Inc. CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.

Our Summit, NJ office is looking for a VP, Financial Advisor to help clients achieve their financial goals while providing exceptional service. Proactively follow up with clients who have not implemented financial plan. Educate on the overall financial planning matters.

SEC registered broker-dealers alongside a cryptocurrency brokerage all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU).Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to eleva

As an Applied AI/ML Vice President within Global Private Bank, you will own the full lifecycle of high‑impact models serving clients across wealth management, lending, and advisory — from problem framing with business stakeholders to production deployment at scale.You’ll work on data‑rich, c

As a Risk Management - Wealth Management Investment Risk Associate within the Wealth Management team, you will oversee the risk management of Managed Strategies across the Private Bank and Consumer Bank sectors. Risk Management - Wealth Management Investment Risk Associate. Contribute to team projec

About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services.It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.The Client

The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. This ro

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including

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

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes;, • Bilingual in Spanish preferred. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP). This position will be 25 hours per week, Monday, Wednesday, Thursday, Friday: 10:00am-3:00pm. Tuesday and Saturday - fluctuate weekly. If candidate is on the schedule for Tuesday, Saturday is their off and vice versa if on schedule for Saturday. Saturday hours are: 8:30m-1:15pm. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. Top performers may receive a full-time offer at the end of the summer.

It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.The Global Wealth Management business offers individuals and families personalized, comprehensive financia

RBC's businesses, including Capital Markets and Wealth Management, as well as advise on other RBC initiatives in the US.Assist in the development and implementation of RBC's US tax strategies; collaborate with business and functional partners to ensure compliance with tax laws and manage tax-related

The Vice President, Client Engagement Analytics within Wealth Management is responsible for setting and executing the analytics strategy that enables data-driven decisions for the Financial Planning team within Morgan Stanley’s Global Investment Office (GIO). You will build the analytics infrastru

At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.We believe in the importance of in-office collaboration and fully intend for the selected candidate

Getecube is seeking an Executive Director for the Planning Engine Lead role within JPMorgan Chase's Digital Team.The ideal candidate holds a Bachelor's degree and has over 10 years of experience in financial planning.Responsibilities include leading the planning engine's development, engaging with s

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. Morgan Wealth Management is committe

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and

Experience with market data systems, order management systems (OMS), execution management systems (EMS), and trading analytics platforms. Stakeholder Management:** Exceptional ability to engage and influence diverse stakeholders, including business leaders, regulatory bodies, and cross-functional te

RBC's businesses, including Capital Markets and Wealth Management, as well as advise on other RBC initiatives in the US.Assist in the development and implementation of RBC's US tax strategies; collaborate with business and functional partners to ensure compliance with tax laws and manage tax-related

As the Senior Associate Business Manager in the CAO Business Management team, you will play a pivotal role in optimizing the Wealth Management business by providing comprehensive day-to-day operational support and promoting the successful execution of key initiatives and administrative functions. Se

As a Technology Audit Manager within Asset and Wealth Management, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect,

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

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. Your expertise will support a wide range of clients, from th

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. If you are ambitious, client focused, and eager to build a long-term career in wealth management, this is a fantastic opportunity to grow with a collaborative team in a locatio

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

A global financial services leader located in New Jersey seeks a Managing Director of Growth and Business Development for Wealth Management.This pivotal role drives strategic growth initiatives and product development while ensuring alignment with market trends and client needs.Candidates should hav