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Reporting to the Head of Wealth Specialists, who in turn reports to the Head of Business Development, you will provide individual FRs Advisory Product solutions to specific client situations leveraging their understanding of the available On Platform products or TAMP solutions that are available via Park Avenue Securities. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers

YEAR

Guardian Life

Jr. Advisory Specialist

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Partnering with the Branch Manager, you support strategy execution to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results. After completing Wealth Management University, your individualized development includes formal training in supervision, employee evaluation, and leadership, alongside ongoing, hands-on coaching and mentorship within your branch, tailored to your background and career goals.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

VP, Assistant Branch Manager Scarsdale, NY

Strategic in developing, implementing and administering programs within functional areas Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.

Northern Trust

Wealth Advisor

This is a planning-led role where Advisors act as the primary point of contact for their clients, delivering tailored advice while leveraging the support of specialists across investments, retirement planning, and broader wealth management services. Unlike many advisory opportunities, successful Advisors are provided with a sizeable portfolio of existing high-net-worth client relationships from day one.

Selby Jennings Ltd

Wealth Management Advisor

Job Title: Adjuncts - Adjuncts for CFP Certificate program- Fall 2026 Campus: Florham Campus, Madison, NJ Department: Accounting, Tax & Law Department-Florham Hiring Manager: Ron West Hiring Manager Title: CFP Program Director College: Silberman College of Business Position Type: Faculty Grade: Adjunct FLSA: Exempt Faculty Rank: Adjunct Faculty Salary: $ 2,166.67 per credit General Benefits. Status: No Response Months Worked: No Response Job Summary: Adjunct instructors to teach on Zoom (and possibly in person on the Florham campus, NJ) for a graduate level CFP Certificate program that is a CFP Board registered program.

Fairleigh Dickinson University

Adjuncts - Adjuncts for CFP Certificate program- Fall 2026

OVERVIEW: The primary function of the Management Associate is to support a team of Relationship Managers, Portfolio Managers and investment specialists in the daily execution of portfolio management responsibilities and the respective daily client service requirements. Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed.

Glenmede Corp

Management Associate, Portfolio Management

This role has a target annual commission of $75,000, bringing expected on-target earnings to $165,000–$195,000 depending on base salary placement. Commissions are uncapped and earned on closed and booked revenue, with commission rates increasing based on monthly sales performance.

Range

Account Executive

Bachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.

Wilmington Trust

Senior Wealth Advisor

Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients . We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

IEQ Capital

Associate Director, Wealth Management

Pursue prospective new business situations with high net worth (HNW) individuals and families; Lead segment new business strategies for the New York tri-state area, including: Maintaining contact with known referral source relationships and prospective clients; Maintaining contact with existing clients to identify where additional opportunities may exist for the firm to market its services; Coordinating presentations of the firm's capabilities to prospective clients and their advisors (e.g. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.

Franklin Resources Inc

Wealth Director

The attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.

Manulife Financial Corp

Associate Counsel - Advanced Planning

Des Moines, IA: $89,300 - $120,650 / year Charlotte, NC: $94,000 - $127,000 / year Chicago, IL/Denver, CO: $103,400 - $139,700 / year New York/Seattle: $112,800 - $152,400 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.

Principal Financial Group Inc

Senior Associate, RFP

Work Experience: Minimum two years of experience with strong cost containment /case management background or two years acute inpatient hospital experience in chronic or complex care required Must have experience and qualifications demonstrating knowledge of working with the LTSS eligible population. Working knowledge of Microsoft Excel, Power-Point, and Word and strong typing skills required Knowledge of Medicaid and/or Medicare regulations required Knowledge of Milliman criteria (MCG) preferred For UM Only: Experience must be with a Managed Care Organization or Health Plan.

VNS Health

Clinical Evaluation Manager - Care Management

Conducts comprehensive review of all components related to requests for services which includes a clinical record review and interviews with members, clinical staff, medical providers, paraprofessional staff, caregivers and other relevant sources as necessary. We're one of the largest nonprofit home- and community-based health care organizations in the country, and today, more than 11,500 team members work together to make a difference in the lives of more than 99,000 patients and members on any given day.

Clinical Evaluation Manager, Care Management, Registered Nurse

Clinical Evaluation Manager, Registered Nurse

Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Loan Officer Requirements: · An active NMLS/MLO license (required).·

Caliver Beach Mortgage

Loan Officer

Job Overview: In support of the development of Corporate Security Team as a service line, and in support of the Corporate Security mission "to compassionately protect and help the people, property, and quality of our health system, together", the Executive Protection Specialist, will provide safe and efficient transport and protection services for senior leadership/management as requested. Must possess a valid Retired Police Officer permit to carry a firearm/handgun in accordance with the New Jersey Retired Law Enforcement Permit to Carry a Handgun Law and Retired Law Enforcement Officer Program (RPO).

HOUR

RWJ Barnabas Health Medical Inc

Specialist

In this role, you'll work with a diverse client base on complex tax compliance, planning, and consulting while building strong relationships with clients and collaborating closely with Partners and other members of the BGM team. We provide a wide range of advisory, audit, accounting, and tax services and work with clients across diverse industries, including agriculture, healthcare, cannabis, professional services, and more.

Boeckermann Grafstrom Mayer

Senior Tax Accountant

This position offers a unique opportunity to work alongside the office's current leaders over the next several years, building relationships with employees and clients and gaining a deep understanding of the practice before ultimately stepping into leadership of the location as those leaders retire. In either case, this individual will play an important role in the future of our Connecticut practice-serving clients, developing staff, growing relationships, and gradually taking on greater responsibility for the people, clients, business, and overall success of the office.

Senior Tax Manager / Principal - Office Leadership Track

The ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Brand Manager Jobs in Montgomery, AL

Jr. Advisory Specialist Guardian Life

VP, Assistant Branch Manager Scarsdale, NY The Charles Schwab Corp

Wealth Advisor Northern Trust

Wealth Management Advisor Selby Jennings Ltd

Adjuncts - Adjuncts for CFP Certificate program- Fall 2026 Fairleigh Dickinson University

Management Associate, Portfolio Management Glenmede Corp

Account Executive Range

Senior Wealth Advisor Wilmington Trust

Associate Director, Wealth Management IEQ Capital

Wealth Director Franklin Resources Inc

Associate Counsel - Advanced Planning Manulife Financial Corp

Senior Associate, RFP Principal Financial Group Inc

Clinical Evaluation Manager - Care Management VNS Health

Clinical Evaluation Manager, Care Management, Registered Nurse VNS Health

Clinical Evaluation Manager, Registered Nurse VNS Health

Loan Officer Caliver Beach Mortgage

Specialist RWJ Barnabas Health Medical Inc

Senior Tax Accountant Boeckermann Grafstrom Mayer

Senior Tax Manager / Principal - Office Leadership Track Boeckermann Grafstrom Mayer

Estate Planning Attorney Aprio Technologies, Inc.

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