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®
$80k
...Unit Investment Trust (UIT) sponsors, committed... ...investors and financial advisors. We are headquartered... ...of December 2025, UIT assets under management were... ...searching for an experienced External Wholesaler based in the Ohio/... ...Pennsylvania area to expand our experienced team....AssetTraineeship- ...communicate alternative solutions that map to our core analytics assets and solve the customers' business needs. Proven track-record... ...in written and verbal format to both internal and external audiences. Strong communication, interpersonal, planning and...AssetWorldwide
- ...communicate alternative solutions that map to our core analytics assets and solve the customers' business needs. Proven track-record... ...in written and verbal format to both internal and external audiences. Strong communication, interpersonal, planning and...AssetWorldwide
$200k
...Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ... ...excellence. This position is expected to expand into people management responsibilities,... ...objectives. Analyze portfolio performance, asset allocation, and risk exposure, making...AssetWork at officeLocal area$125k - $150k
...Responsibilities Serve as primary advisor and relationship manager on key client relationships... ...experience with both internal and external teams. Coordinate and lead the... ...clients and manage over $220 billion in client assets. We combine a boutique's personal service...AssetPermanent employmentTemporary workWork at officeFlexible hours$70.35k - $205.8k
...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$70k - $80k
...making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and... ...recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This...AssetTemporary workWork at officeMonday to FridayShift workDay shift- ...Banking. Works with Investment Advisors, Fiduciary Advisors,... ...Financial Planning, Carriers, Wholesalers in Insurance and Managed Accounts... ...fiduciary standards. Increase assets under management by meeting with... ...of internal and external audit points together with any...AssetWork experience placementBank staffWork at office
$105k - $148k
...responsible for the accounting and reporting for AIG’s Invested Assets of over $95 billion a comprised primarily of fixed maturity... ...and ultimately AIG’s financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited...AssetWork at office$80k - $224.25k
## Senior Estate Settlement Advisor - PNC Private BankApplylocations: NJ - Millburntime type... ..., including addressing special assets, liquidity and concentrated holdings; assisting... ...and with Centers of Influence.* Works with external entities to understand, contribute to and...AssetFull timeTemporary workPart timeWork experience placementWork at office$80k - $224.25k
...s success. As a Senior Estate Settlement Advisor within PNC Private Bank, you will be based... ..., including addressing special assets, liquidity and concentrated holdings; assisting... ...and with Centers of Influence. Works with external entities to understand, contribute to and...AssetFull timeTemporary workPart timeWork experience placementWork at office$58.44k
...Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, PFC,- Annville PA Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred Education - Required A Combination of Education...Contract workTemporary workWork experience placementWork at office- ...leading insurance firm is looking for an Advisor Consultant to enhance market share within... ...territory business plans, and increasing assets under management. Candidates must have a... ...multiple licenses, and preferably five years of external wholesaling experience. The position...AssetRemote job
$85k - $135k
...clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide... ...#OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for... ...with Analysts Leverages internal and external resources to achieve client objectives in...AssetFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$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$75k - $100k
Advisor Consultant - Sacramento Metro (All Channels) page is loaded## Advisor Consultant -... ...for increasing market share and growing assets within an assigned territory. Advisor Consultants... ...of the time* A minimum of five years of external wholesaling experience is preferred* The...AssetTemporary workRemote work$61k - $119k
...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$140k - $160k
...Alvogen. Responsibilities Primary responsibilities of this role include the following: # Analyze pharmaceutical pipeline assets to support the portfolio strategy in alignment with business strategy by selecting assets in small molecule segment including...AssetFlexible hours$145k - $185k
...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$77k - $214k
...team you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area$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$105k - $115k
...Regulatory Reporting : Assist in the preparation of the Company’s external financial reporting process, including quarterly and annual... ..., fund finance, or financial services (Big four or alternative asset management strongly preferred). Strong understanding of financial...Asset- A leading technology firm is seeking an individual with experience in Oracle Fusion or EBS Fixed Asset module. The ideal candidate should have a strong understanding of accounting processes related to Order to Cash and Procure to Pay. Key responsibilities will include data...Asset
$70k - $80k
...making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and... ...recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This...AssetTemporary workMonday to FridayShift workDay shift$68k - $120k
...solutions within their financial plans through case design support and asset/liability matching. Maintain relationships with retirement solutions, trust, and planning specialists as well as external partners to facilitate product implementation. Serve as a source for connecting...AssetTemporary workWork experience placement$185k
...internal teams, distribution channels, and external service providers to ensure seamless... ...sales teams and respond to investor and advisor inquiries. Reporting & Analytics Support... ...services, preferably within alternatives or asset management. Bachelor’s degree required. Experience...AssetTemporary workFlexible hours- ...Creditors’ Rights, and Real Estate Unparalleled Opportunity with an Expanding New Jersey Powerhouse Join a well-established, growing law... ...strategies, forbearance agreements, and distressed asset management solutions for clients. Provide robust representation...AssetFull timeContract workFlexible hours
$68k - $120k
...solutions within their Financial Plans through case design support and asset/liability matching Maintain relationships with Retirement Solutions, Trust, and Planning Specialists as well as external partners to facilitate product implementation Serve as a source for connecting...AssetTemporary workWork experience placementLocal area$85k - $145k
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify... ...firm’s clients and bring in additional assets from existing clients to move clients from... ...client needs and/or required internal or external training. #LI-Hybrid Compensation The...AssetTemporary workWork at officeLocal areaMonday to FridayFlexible hours$105k - $110k
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $315billion in assets under management as... ...SPV and Accounting teams. Respond to inquiries from internal and external stakeholders regarding investment activity. Maintain accurate...Asset
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