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Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. The Investment Team provides centralized insight for the Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading and capital markets assumptions, among other areas.
$63,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. Familiarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial.
$73,000 - $137,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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What you’ll doAs a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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Boutique, Independent 2B+ AUM RIA seeks a Wealth Advisor to provide comprehensive wealth and investment management services to high net worth clientele. Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Partner with the portfolio manager and investment risk management on portfolio construction and the evaluation of sector weightings in the portfolio.
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If you are interested in continuing your career in the New Jersey or NYC area connect with a WBG recruiter to hear about exciting opportunities in the following industries: Healthcare, Pharmaceutical, Manufacturing, Energy, Banking, Financial Services, Wealth Management, Luxury Retail, Technology, Media & Entertainment and more.
$75 - $105 (bonuses)Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Multimedia Specialist reports to the Marketing Manager and is responsible for cross-platform collaborative marketing programs including, but not limited to social media management, web graphics/campaigns, video editing, internal and external lead coordination and distribution, and any additional duties as assigned.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Our esteemed client, a prestigious family office renowned for its dedication to providing exceptional wealth management services, is actively seeking a talented individual to join their team as a High Net Worth Tax Manager.
$120,000 - $170,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Research and consult on various estate, gift, and trust related issues, such as trustee and beneficiary issues, generation skipping tax issues and wealth transfer planning. We currently have an exciting career opportunity for a Tax Manager to join our Trust & Estate Tax team located in our Parsippany, NJ or Holmdel, NJ office.
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Leverage your wealth of industry contacts and client relationships in oil & gas, power generation, metals & mining, water treatment and chemicals industries to increase the awareness and visibility of OLI with senior executives.
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Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. Manager, Planning and Analysis, role in PGIM is a highly visible and critical role for the PGIM Finance team.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Position Title: Manager, Compliance (Chief Compliance Officer/Simplicity Wealth and Manager/Simplicity Group) The primary responsibility of the role is serving as the Chief Compliance Officer for Simplicity Wealth, a SEC Registered Investment Advisor.
$120,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients.
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Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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wealth manager jobs in Livingston, NJ
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