Wealth jobs in Plainfield, NJCreate job alerts

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 assis...

Job Description Company: Columbia Bank New Jersey Location: South Plainfield, NJ 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 bankin...

Job Description Summary: As a full 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...

Job Description Summary: As a 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 reachi...

Job Description Summary: As a 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 reachi...

Job Description Are you ready to put your skills and experience to work at a dynamic, fast-growing financial services firm?? Advanced Wealth Preservation, located in Short Hills NJ, has an opening for a part-time (up to 20-hours/week) Client Services Manager - this is far more than just another j...

Job Description Position Title: Office Manager / Executive Administrator Reports to: Chief Operating Officer Department: Administration Location: 475 Springfield Ave, Summit, NJ 07901; in-office position Classification: Full-time; Exempt Summary / Job Objective: This is a key position that ...

Financial Services Representative About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to pro...

About the job We are seeking a highly skilled and experienced Associate Wealth Advisor to join our growing firm. The ideal candidate will have over 5 years of experience in a client-facing, advice-giving role and will be adept at managing client relationships from beginning to end. The successfu...

Job Description At InvestCloud, we are redefining the future of digital financial services. We seek a world-class Product Manager to lead innovation, define market-leading strategies, and deliver exceptional client experiences within the digital wealth management space. As a Product Manager, you ...

Job Description Position Title: Senior Full Stack Developer Reports to: Vice President, Tech Solutions Department: Tech Solutions Location: 86 Summit Ave; in-office position Classification: Full-time, Exempt Summary / Job Objective: Simplicity Group is looking for a talented, energetic, and...

Job Description InvestCloud is excited about an opportunity for an individual with experience in delivering financial technology. This role provides the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical an...

Job Description About the Role The VP, Engineering will lead the definition and implementation of full lifecycle product development quality practices and processes for APL at InvestCloud. They are passionate about software and software quality, and constantly looks for ways to improve how Inves...

Job Description Position Title: Financial Planning Consultant Reports to: SVP Department: Simplicity Wealth: Planning Location: 86 Summit Ave, Summit NJ 07901 (in-office full-time) Classification: Full-time/Exempt Summary / Job Objective: We have a current opening for our internal Financial...

Job Description About the Role We’re looking for an APL Engineer to help support and enhance one of the industry’s most advanced managed accounts platforms. At InvestCloud, our technology underpins digital advice and operational workflows for many of the largest financial institutions in the US....

Job Description Position Title: Financial Commission Analyst Reports to: Commissions Manager Department: Finance/Commissions Location: Summit NJ; in-office position Classification: Full-time Summary / Job Objective: This position is responsible for commission, production processing and repor...

Job Description Above the Role InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very str...

Job Description About the Role We’re looking for a Senior APL Engineer to help build and evolve the platform behind one of the industry’s most advanced managed accounts solutions. At InvestCloud, we power digital advice and operations for some of the largest financial institutions in the US—and...

Job Description We’re looking for a versatile Technical Writer & Solution Trainer to join our US-based team. This hybrid role combines deep content creation expertise with a strong client-facing presence. The ideal candidate is skilled in crafting high-impact, user-focused documentation and equal...

Job Description Department: Compliance Position Title: Compliance Analyst/Licensing and Contracting Reports to: Director of Compliance, Simplicity Group Summary: The Compliance Analyst will assist the Director of Compliance in the development, direction and implementation of company-wide pol...

Job Description The Finance Senior Manager will perform non-complex and complex financial analyses, liaise with C-Level executives on budgeting and forecasting, aid decision support & investment optimization, and assist in the creation of Executive and Board level presentations. As a Senior Mana...

Job Description Position Title: Business Analyst – Web Platforms Reports to: SVP, Technology Department: Tech Solutions Location: 475 Springfield Ave, Summit, NJ; in-office position Classification: Full-Time, Exempt Summary / Job Objective: Simplicity Group is looking for a talented, energe...

Job Description We’re looking for a dynamic and hands-on Treasury Manager to join our growing Finance team. In this highly visible role, you’ll play a key part in managing the company’s day-to-day cash operations, optimizing liquidity, and supporting strategic treasury initiatives. You’ll collabo...

Job Description InvestCloud is looking for a practical, detail-focused Database Engineer with a passion for financial data and a desire to grow into a hands-on architecture or platform engineering role. This is a great opportunity for someone early in their data career who enjoys working with rea...

Job Description InvestCloud is looking for a highly technical, detail-oriented Data Architect with deep experience in designing and delivering data platforms for the financial services industry—especially US Wealth Management. This is a hands-on architecture role, ideal for someone who thrives at...

Job Description This role will work with the Manager of Reporting and Technical Accounting closely to prepare the Company’s external financial reporting documents and supporting other accounting operation activities. What does a great Senior Accountant of Reporting and Technical Accounting do? ...

Job Description Position Title: Data Engineer/Developer Reports to: VP, Technology Department: Development and Technology Location: Simplicity Summit Office; 86 Summit Ave, Summit, NJ 07901; In-office Classification: Full-time; Exempt Summary / Job Objective: As a data engineer/developer, y...

Job Description GENERAL FUNCTION / SUMMARY As a Regional Internal Specialist, you will work from the assigned regional office to provide unwavering support to life insurance agents, empowering them with the tools and guidance needed to excel. Your role includes coordinating seminars and events, ...

Job Description GENERAL FUNCTION / SUMMARY The Health Insurance Customer Service Representative (CSR) is responsible for providing exceptional customer support to clients by assisting with health insurance inquiries, policy servicing, and claims resolution. This role requires strong communicatio...

🚨 Rubin Financial Group | Remote Sales | Commission-Based | Independent Contractor Are you driven, self-starter, coachable, and passionate about helping others? At Rubin Financial Group, we help families secure their financial future and protect their wealth with NextGen Risk Plans—smart...

Job DescriptionDescription: About The Company: Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful indivi...

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

Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial...

The firm supports a small group of individual clients, trusts, and a significant private foundation, and prides itself on discretion, long-term stewardship, and deep financial expertise. This individual will play a strategic role in supporting family members, trusts, partnerships, and the firm'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 commi...

Global Fund Finance - Private Equity - Associate. Global Fund Finance - Private Equity - Associate. The Private Wealth Solutions Global Fund Finance group is responsible for the fund performance reporting and all aspects of accounting related to Blackstone’s multi-asset private equity funds.

Job Description About the Role We are seeking an experienced Professional Services Technology Program Manager with a strong background in delivering complex technology solutions within the private markets space, including private equity, venture capital, and alternative investments. This role re...

Job Description Financial Professional – Insurance & Wealth Management Location: Hybrid – Based in Edison, NJ or Wall Township, NJ Schedule: Monday to Friday | Flexible hours – set your own schedule Compensation: $76,370 – $87,988 per year + performance-based bonuses Job Type: Full-time Are you...

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility,...

Job Description Launch Your Career at the Intersection of Mathematics and Finance Are you a mathematically minded problem solver who wants to build technology that powers the future of investing? At InvestCloud, we build modern, scalable platforms used by some of the largest financial instituti...

Job Description Position: Associate Wealth Advisor Location: Madison, NJ Required Skills & Experience - CFP designation - 5+ year's experience with client advising for an RIA or private wealth management firm - Bachelor's Degree in Finance or related field Job Description We are lookin...

Job Description 2bridge has been engaged in the direct hire search for a Senior Full Stack Python Developer to join our Financial Client based near Colonia, NJ. They offer a comprehensive package including base, bonus, 401k, PTO, Medical, dental, and vision. Senior Software Engineer We seek...

Job Description 2Bridge has been engaged in the search for multiple full-time, direct-hire Lead Full Stack Software engineers with a background in Python, React, and Typescript on AWS with our financial client located near Colonia, NJ. They offer a comprehensive package that includes a base, bonu...

Job Description About the Company MassMutual NJNYC is a financial planning firm with offices across the Tri State. We specialize in helping clients achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized...

We are seeking a highly skilled and experienced Associate Wealth Advisor to join our growing firm. The successful candidate will be a CERTIFIED FINANCIAL PLANNER™ and will be responsible for delivering exceptional wealth management advice and services to our valued clients. The Associate Wealth A...

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 direc...

Manager, 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. If you are lookin...

If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financi...