External UIT Wholesaler - Expand Advisors' Assets (OH/PA)
SmartTrust®
SmartTrust® in Parsippany, NJ is seeking an experienced External Wholesaler to expand our team. This role involves developing relationships with financial advisors, assisting them in client solutions, and participating in various sales initiatives. Candidates should possess a Bachelor's degree, Series 7 license, and strong financial industry knowledge. The position offers competitive compensation, full medical benefits, and a 401(k) plan with company match, requiring in-person attendance. #J-18808-Ljbffr SmartTrust®
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- ...articulate alternative solutions that map to our core analytics assets. Proven track record of success in a team‑selling environment.... ...effective written and verbal communication with internal and external audiences. Location and Travel 25% domestic travel. Education...Asset
$21.23 - $26.51 per hour
...assigned to the assigned to the Central NJ/PA Region but will primarily be expected to... ...Manager, or appropriate internal or external business partners. Additional responsibilities... ...customers, developing new relationships, expanding existing ones and is responsible for...SuggestedFull timeWork at officeLocal areaFlexible hours$85k - $135k
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...future-ready solutions, including initiatives related to digital assets, tokenization, and emerging market infrastructure. Ability... ...fixed income, FX, commodities and derivatives. ~2+ years of external consulting/program management experience on large scale programs...AssetWork experience placementLive inWork at officeLocal area- ...Banking. Works with Investment Advisors, Fiduciary Advisors,... ...Financial Planning, Carriers, Wholesalers in Insurance and Managed Accounts... ...fiduciary standards. Increase assets under management by meeting... ...implementation of internal and external audit points together with...AssetWork experience placementBank staffWork at office
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...Wealth Advisor (Morristown, NJ) Morristown, New Jersey Why Work at Mercer Advisors?... ...firm's clients and bringing in additional assets from existing clients to move clients from... ...client needs and/or required internal or external trainings. The annualized base salary...AssetTemporary workWork at officeLocal areaMonday to FridayFlexible hours$145k - $185k
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- ..., and system efficiency. Key Responsibilities Configure, implement, and support SAP FI modules including GL, AP, AR, Asset Accounting (AA), and Bank Accounting Analyze business requirements and translate them into SAP FI functional specifications...AssetContract work
$75k - $100k
...A leading insurance company is seeking an Advisor Consultant to enhance market share and grow assets in Central & Southern NJ. The role involves building long... ...fully licensed, and possess at least five years of external wholesaling experience. The position requires significant...AssetRemote work$18.41 - $23.03 per hour
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Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families... ...for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based... ...needs and/or required internal or external trainings. #LI-Hybrid The annualized...AssetFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$80k - $224.25k
...administration, including addressing special assets, liquidity and concentrated holdings;... ...with Centers of Influence. Works with external entities to understand, contribute to and... ...assignments of other estate settlement advisors. Employee Expectations Customer Focused...AssetFull timeTemporary workPart timeWork experience placementWork at office$130k - $160k
...Senior Financial Advisor Wiss Family Office currently advises on over $2.0B in assets and is a full-service boutique wealth management firm offering a variety of services to Hnw and Uhnw client base, with referrals from our parent firm, Wiss (fast-growing full-service...AssetWork at office- ...Office required. Knowledge of medical terminology is considered an asset. About Us St. Joseph's Health is recognized for the... ...offering comprehensive education and consultation programs; and expanded Ambulatory Care Center; as well as liver, biliary, and pancreatic...AssetHourly payDaily paidFull timePart timeWork at officeShift work
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...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory...AssetFull timeContract workFor contractorsWork at office$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for... ...clients and growing ~$257 billion retail investment client assets held or managed by Northwestern Mutual ~ Forbes' Best...AssetFull timeContract workFor contractorsInternshipLocal areaFlexible hours$105k - $115k
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...Wealth Advisor, UHNW (Morristown, NJ) For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their... ...understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews Comprehensive...AssetTemporary workWork at officeRemote workMonday to Friday- ...MUST HAVE: Candidate must have experience in Investment Domain (e.g., Asset Management, Investment Management, Wealth Management, Institutional Investing). Role: Project Manager - Investment Domain Location: Whippany, NJ - 100% Onsite from Day 1 6-...AssetContract work
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...Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $315 billion in assets under management... ...to join the SEC Financial Reporting team supporting the firm's external reporting and public company obligations. This role will assist...AssetPermanent employmentTemporary workFlexible hours- ...team located in Parsippany, NJ. The role involves processing transactions and ensuring accurate month-end closing for private market assets. The ideal candidate will have a Bachelor’s Degree with experience in Finance or Accounting, alongside strong analytical and...Asset
- ...internally, often at a senior level. Some external communication is typically required.... ...financial implications. Serve as a trusted advisor to clients who frequently seek strategic... ...safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws...Asset
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...Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Technology, Media and Telecommunications provides cash flow, real estate and asset based senior debt for...AssetWork at office$97k - $127k
...supports your growth, we would like to meet you. Associate Wealth Advisors work with high-net worth clients and advise them in all areas... ...Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning...AssetPermanent employmentTemporary workWork at officeFlexible hours- ...will have over 10 years of experience in the pharmaceutical or biopharma industry, with a strong background in risk frameworks and external manufacturing challenges. Benefits include generous annual leave, flexible working schedules, and a culture of personal and...Flexible hours
$50k
...blends financial markets, advisor relationship... ...comprehensive introduction to our UIT platform, product... ...and experienced external wholesalers, you’ll develop the knowledge... ...distribution and asset growth. SmartTrust has... ...initiatives designed to expand distribution or improve...Asset
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