Financial Advisor Jobs in Summit, NJ

The Portfolio Manager will be responsible for managing complex investment portfolios for high-net-worth clients, including family offices and endowments. This role requires a deep understanding of var...

Analyze market trends and liquidity risk while collaborating with teams to support investment decisions and optimize cash management strategies across fixed-income portfolios. Drive regulatory complia...

Join a team that drives legal excellence in CLO transactions, providing guidance to investment professionals, managing execution, and navigating regulatory landscapes to support a $26 billion CLO port...

Join a team that's transforming financial advisory services through expert due diligence and innovative solutions. Collaborate with leadership to enhance client relationships and drive professional gr...

Join a team that's at the forefront of M&A transactions, providing critical analysis and strategic corporate finance advice to diverse clients. Collaborate within a dynamic environment and drive impac...

Drive analysis of financial statements to enhance credit risk management, evaluate exposures, and ensure legal compliance while collaborating across departments to navigate complex issues and support...

Engage with high-net-worth clients, converting prospects to loyal partners. Leverage provided leads and support to educate about wealth management solutions while developing your sales expertise in a...

Manage daily brokerage operations ensuring compliance and efficiency. Collaborate on process improvements, assist with client services, and conduct thorough account reconciliations. Play a key role in...

Shape the future of advanced planning by providing strategic support to agents across the West Central Zone. Collaborate on estate, business, and charitable strategies, ensuring customized solutions d...

Shape the future of portfolio management by leveraging analytics to optimize financial performance, resource planning, and project execution. Collaborate with stakeholders to deliver actionable insigh...

Join a team that advises high-net-worth clients on complex estate planning, wealth transfer strategies, and tax matters while implementing tailored solutions to preserve and grow wealth across generat...

Drive client acquisition and retention strategies to enhance the mass affluent banking experience, ensuring revenue growth and exceptional client service through effective collaboration and relationsh...

Drive client acquisition and retention, enhancing revenue through consultative relationships and strategic partnerships. Ensure exceptional client experiences by leveraging products and collaborative...

Join a team that empowers investment decisions by analyzing portfolios, ensuring compliance, and enhancing operational efficiency. Collaborate cross-functionally to drive insights and support a dynami...

Transform your career by leading the design and implementation of IAM strategies for AI workloads, integrating security practices while collaborating with engineering teams to ensure robust identity s...

Drive your career with a Strategic Accounts Relationship Manager role, focusing on client relationship management and growth. Collaboratively develop strategies to enhance revenue and retention while...

Join a team that's driving healthcare innovation by leading consulting initiatives and mentoring Service Delivery staff. Utilize your expertise in payment methodologies and healthcare operations to en...

Lead the charge in providing comprehensive estate planning and trust administration guidance. Collaborate with internal teams and external advisors to optimize customized wealth solutions that adapt t...

Shape the future of client investment strategies by delivering critical support for personalized wealth management. Collaborate with a dynamic team to enhance client relationships and navigate complex...

Elevate the valuation process by providing analytical support and enhancing systems for fund valuation. Collaborate with teams to ensure governance, oversee adherence to policies and improve efficienc...

Collaborate in driving MedTech innovation by influencing portfolio strategy and digital processes to optimize efficiency and impact. Utilize insights to guide decision-making and enhance reporting wit...

Champion strategic planning efforts to enhance portfolio management and drive efficiencies. Utilize data analytics and competitive intelligence to influence decision-making and support organizational...

Champion capital markets excellence by supporting ETF issuers and partners in trading, liquidity, market operations, and governance. Drive exceptional client service and deliver insightful expertise t...

Optimize your career by managing a diverse portfolio while ensuring compliance, performance, and risk mitigation. Collaborate with teams and stakeholders to deliver effective loan administration and a...

Support capital markets and bank lending transactions, providing legal counsel on securities laws, documentation analysis, and regulatory compliance while collaborating with senior management and glob...