Wealth Advisor Jobs in New Jersey
Citizens
$65000 - $70000
Summit, NJ
The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Citizens
$105000 - $250000
Williamstown, NJ
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
New York Life-NJ General Office
$60000 - $90000
Newark, NJ
The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.
Beacon Pointe Advisors LLC
Roseland, NJ
This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Career Headhunter LLC
Short Hills, NJ
This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.
JPMorgan Chase
Jersey City, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
MassMutual - NJ/NYC
Warren, NJ
About Us: MassMutual NJ-NYC is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. The Opportunity: We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy.
Peapack Private Bank & Trust
Morristown, NJ
There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. We are seeking an experienced Client Advisor with demonstrated financial planning and client management experience to join the Family Office team in proactively supporting the complex wealth management needs of our UHNW clients and their families ($25M ).
JPMorgan Chase
Piscataway, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Englishtown, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Edison, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Paramus, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Wallington, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Morristown, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Colonia, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
South Orange, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.
East Rutherford, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.
Montclair, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.
Jersey City, NJ
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Peapack Private Bank & Trust
Bedminster, NJ
There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services.
JPMorgan Chase
$199500 - $275000
Jersey City, NJ
Support our Private Bank / Wealth Management Investment Solutions team and collaborate in developing innovative managed account solutions for each our wealth management businesses, including for the private bank and Chase branches. As a GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel in the Private Bank / Wealth Management Investment Solutions Legal team, you will provide strategic legal support to J.P.
JPMorgan Chase
$124000 - $210000
Jersey City, NJ
Morgan Wealth Management, you will serve as an investment solutions expert for Financial Advisors, focusing on growing the short-term investment product platform through strong relationships, product education, and deep knowledge of liquidity management. + Maintain expert knowledge of short-term investment solutions including but not limited to Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries and short duration Fixed Income, Managed Bond Ladders, etc.
JPMorgan Chase Bank, N.A.
Jersey City, NJ
The JPMorgan Wealth Aggregation and Analytics product team defines and executes on the strategy for multiple vendor products for performance reporting, risk analysis and estate planning focused on offering a total solution for managing financial, investment, planning, and other comprehensive needs of high-net-worth families and the advisors who serve them. This includes investment client specific capabilities such as client performance aggregation, estate planning, proposal building, portfolio risk analysis & monitoring , and corporate cash management to support investment management and coordinated financial management of a family's entire balance sheet.
JPMorgan Chase
$122550 - $201000
Jersey City, NJ
The My JPM Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their wealth goals through actionable plans and ongoing, personalized support, with or without an advisor. The team is tasked with creating a fully integrated, elegant, and seamless end-to-end experience for clients and advisors across the Aspiring Affluent, Established, and High Net Worth client segments.
JPMorgan Chase Bank, N.A.
Paramus, NJ
Plan and manage Division events, including All Advisor calls and meetings, by handling logistics, managing invitation communications, and coordinating regional events with Administrative Assistants and Regional Support Leads (RSLs). Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.
Lakewood, NJ
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.
Paramus, NJ
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
JPMorgan Chase Bank, N.A.
Cherry Hill, NJ
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
JPMorgan Chase Bank, N.A.
Jersey City, NJ
As an Associate Product Manager in the JPM Wealth Management Core Capabilities Product team, you will play a critical role in identifying, gathering and analyzing information used in defining the vision and strategy and facilitating execution of the next generation of digital solutions across the Wealth Management business lines. The role will partner with other product teams, designers, and technology teams across JPM WM and the broader JPM Chase organization to deliver an intuitive, controlled, and seamless experience for all JPM WM clients and advisors.
Citigroup
$250000 - $500000
Jersey City, NJ
The Head of Wealth Production Management Support is a critical technology leadership role responsible for overseeing and managing the technology support organization for Citi's Wealth Management business globally. + Alert Management: Drive continuous improvement in Detection, Escalation, Diagnosis, and Resolution efficiency, ultimately driving down customer impact and improving overall customer experience.
JPMorgan Chase Bank, N.A.
Jersey City, NJ
As the Business Manager supporting the AWM Infrastructure/Cloud and Architecture platforms, you will will become a key member of two senior Technology management teams, helping their Chief Technology Officers (CTO) successfully execute their annual strategic and budgetary goals. 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.
JPMorgan Chase
$170000 - $285000
Summit, NJ
Summit, NJ $170,000.00 - $285,000.00 / year; Greenwich, CT $170,000.00 - $285,000.00 / year; Philadelphia, PA $170,000.00 - $285,000.00 / year;nWashington, DC $170,000.00 - $285,000.00 / year; Boston, MA $170,000.00 - $285,000.00 / year 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.
Charles Schwab
Paramus, NJ
The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab’s Modern Wealth Management experience. Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention.
Veterans Sourcing Group
Pennington, NJ
Within WMO, the Specialty Operations teams execute and monitor manual and automated processes to accurately move and protect client assets and account information based on special product requirements or legal orders. This role sits within the Legal Operations team, supporting civil legal orders (subpoenas, freeze orders), internal data requests, and deceased account notifications.
Career Headhunter LLC
Cedar Grove, NJ
The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.
MassMutual - NJ/NYC
$75000 - $300000
Warren, NJ
Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.
First Command Financial Services, Inc.
Mount Laurel, NJ
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Citizens
$105000 - $250000
Elizabeth, NJ
Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Newark, NJ
Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Morristown, NJ
Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Citizens
$105000 - $250000
Jackson, NJ
Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
City National Bank
$99000 - $176000
Jersey City, New Jersey
Manage projects and teams, including applying established methodologies, using change control templates and processes; managing time and recording activities using defined scheduling tools; monitoring budgets; coordinating resource acquisition and utilization; serving as a liaison with internal customers and external suppliers; and communicating regularly with project stakeholders. Create formalized reports and presentations, and present them to senior and executive level management (translate complex technical milestones into high-impact presentations for the Operating Committee).
Ridgewood Investments
$60000 - $75000
Springfield, NJ
The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close.
Northwestern Mutual
$61000 - $250000
Paramus, New Jersey
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
City National Bank
$111408 - $189738
Jersey City, NJ
The core focus for the position will be on implementing software used in portfolio optimization, Monte Carlo simulations, trading algorithms, financial health scores, and probability assessment models used in developing a wealth management platform. * Familiarity with and ability to apply the following concepts to solve data problems; natural language processing, machine learning, conceptual modelling, statistical analysis, predictive modelling and hypothesis testing.
JPMorgan Chase
$137750 - $200000
Jersey City, NJ
As an Internal Audit Manager on the Asset Wealth and Management team, you will lead audits in Risk Management and Asset & Wealth Management, collaborate with senior management, and drive innovation in Internal Audit. 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.
Atlasfinancialsolutions Co
New Jersey, New Jersey
Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.
JPMorgan Chase Bank, N.A.
Jersey City, NJ
As the Wealth Management Statement Product Owner on the Statements & Tax Product team, you will drive the product roadmap and define specific, measurable OKRs for the product, define and groom product feature requirements through the agile framework, ensure all technology teams are operating efficiently through consist review of agility metrics, manage and prioritize the product's backlog based on a comprehensive feedback solicitation and tracking process, and create and lead a product cabinet to ensure all partners are aware of the product roadmap. The JPMorgan Wealth Management Statements & Tax Product team defines and executes on the strategy for 2 client facing reporting products that impact 5+ million investment account holders and drives a budget of approximately 12 million dollars annually spread across 3 distinct technology teams covering 7 scrum teamJob Description.
JPMorgan Chase Bank, N.A.
Jersey City, NJ
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. 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.
JPMorgan Chase Bank, N.A.
Jersey City, NJ
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, and innovation. 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.