Wealth Management Advisor
MassMutual New Jersey-NYC
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. We combine the strength and stability of a Fortune 500 brand with a boutique, community-focused culture that empowers our advisors to put clients first. Opportunities 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. In this role, you will leverage our robust platform and resources to deliver holistic financial solutions while significantly impacting the growth of your business and your clients' satisfaction. Competitive commission structure and performance-based bonus. Potential eligibility for a forgivable loan as a transition bonus for advisors bringing an existing book of business. Advisor‑centric financial strategies tailored to your unique goals. A committed, experienced support team to provide exceptional service in an ever‑evolving financial landscape. Open‑architecture investment platform to preserve advisor independence. Job Responsibilities Cultivate and maintain long‑term client relationships through proactive communication and high‑touch service. Develop and implement comprehensive, goal‑based financial plans tailored to the unique needs of high‑net‑worth clients. Conduct regular portfolio reviews and rebalancing to ensure investment strategies remain aligned with client risk tolerance and objectives. Collaborate with internal specialists and external partners to provide integrated estate, tax, and risk management solutions. Execute strategic business development initiatives to expand the firm’s assets under management and community footprint. Desired Qualifications Proven track record of success in financial advisory, investment management, or private banking. Active FINRA Series 7 and 66 (or 63/65) licenses in good standing. Valid state life, accident, and health insurance licenses. Exceptional interpersonal and communication skills with the ability to simplify complex financial concepts. Strong analytical proficiency and experience using professional financial planning software. Nice‑to‑Haves Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation. An established book of business or a strong professional network. Advanced knowledge of estate planning, executive benefits, and business succession strategies. Experience with alternative investments and sophisticated tax‑mitigation vehicles. Master’s degree in finance, Business Administration (MBA), or a related field. #J-18808-Ljbffr
$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Management Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...SuggestedHourly payFull timeContract workPart timeWork experience placementRemote workFlexible hoursDataAnnotation
New York, NY16 hours ago- ## Wealth Management AdvisorApplyremote type: Hybrid Flexlocations: New York, NY - 730 Third Avenuetime type: Full timeposted on: Posted Todaytime... ...Mission. Powered by Your Practice.**As a **Wealth Management Advisor**, you will develop a high-quality wealth management practice...SuggestedFlexible hours
Nuveen
New York, NY1 day ago $100k - $300k
...Overview Join Madison Partners as a Wealth Management Advisor role. The Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. We combine modern planning tools, progressive marketing tactics, and a client-first service model...SuggestedFull timeRemote workMadison Partners
New York, NY4 days ago$78.5k - $105k
...innovative financial planning? At Northwestern Mutual, we’re more than advisors; we’re partners in progress and change-makers in people’s... ..., and customer service skills. Strong organization and time management skills. Stellar interpersonal skills to build lasting client...SuggestedFull timeRemote workRelocationNorthwestern Mutual
New York, NY16 hours ago- ...OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site) At OnePoint... ...are committed to empowering our partner advisors by providing exceptional financial... ...Sr. Planner partners directly with CEO & Managing Partner Andy Schwartz, CFP®, and his core...Suggested
OnePoint BFG Wealth Partners
New York, NY16 hours ago - ...entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership... .... They are seeking experienced Senior Wealth Advisors to join their team in key regions... ...environments Strong relationship management and planning expertise Leadership and growth...Full timeWork at officeLocal areaRemote work
Next Level Recruiting, LLC
New York, NY16 hours ago - ...Job Description Job Description Wealth Management Advisor Rooted in Purpose. Driven by Client Success. As a Wealth Management Advisor , you will develop and grow a high-quality wealth management practice by managing and deepening relationships with an established...
DSJ
New York, NY3 days ago - ...Job Description Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our... ...goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Client Engagement:...Work experience placementLocal areaFlexible hours
Equitable Advisors
New York, NY3 days ago $80k - $90k
...STAFF ANALYST, OR REACHABLE ON THE STAFF ANALYST CIVIL SERVICE LIST. NYC DOT seeks to hire a Budget Analyst to join the Facilities Management Unit. The candidate must be an independent thinker with strong problem-solving abilities, a high level of initiative, and...Full time$80k - $95k
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New York, NY1 day ago- ...Job Overview The branch-based Private Client Advisor offers comprehensive financial planning and advice to individuals and families... ...skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of...
J.P. Morgan
New York, NY4 days ago - ...are accurate and adhere to the agency’s requirements. Participate in technical budget activities including budget modifications, management of PS Budget accruals, journal entries, monthly variance reports, quarterly spending plans and other technical budget functions in...Permanent employmentFull timeRemote workFlexible hours2 days per week
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Empire State
New York, NY3 days ago $105k - $115k
...strategy. This is a rare opportunity to step into a visible leadership role shaping financial operations from the ground up. Budget Manager Salary: $105,000-$115,000 + 2% COLA + 403b + health benefits Staten Island, NY Why This Opportunity Stands Out: •...Remote workCreative Financial Staffing
New York, NY1 day ago- ...A leading financial brokerage is seeking an entry-level Wealth Manager to work remotely across the United States. This role provides an opportunity for professionals to build relationships, educate clients on financial matters, and develop personalized financial plans...Full timePart timeRemote workFlexible hours
GFI Pros
New York, NY4 days ago $236.56k - $414.12k
...leading technology and exceptional service. Private Wealth Director The Private Wealth Director leads... ...segments. Serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management for clients. Drives organic growth through client...Temporary workFlexible hoursNorthern Trust
New York, NY4 days ago$100k - $200k
...Blue Ocean Wealth Solutions, LLC – A MassMutual Firm East Hills, Long Island, New York... ...planning, and a holistic approach to wealth management. Our experienced team is committed to... ...are currently seeking a Wealth Management Advisor to join our growing team. This role is...Contract workFor contractorsWork at officeLocal areaBlue Ocean Wealth Solutions, LLC- A MassMutual Firm
New York, NY1 day ago- ...with a consistent focus on relationship management, not portfolio management Demonstrate a... ...skills At least 2 years in a Financial Advisor role or equivalent financial services experience... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Description : Risk and Claims Management - adding to growing staff! Boutique RM Broker and Safety Consultant seeking an experienced claims professional to handle active claims for clients. Manage and monitor TPA activity and claims handling through settlement and...For subcontractor
C. Winchell Agency, Inc.
New York, NY1 day ago - ...our team where every individual takes pride in driving their role for shared success. What You'll Do Under moderate supervision of Management, the Claims Supervisor performs the essential functions of the position, which includes but is not limited to supervising a team...Full timeWork experience placementRemote workShift work
Aspire General Insurance
New York, NY4 days ago - ...Excess Claims Manager Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial...Work at officeWorldwide
Starr Companies
New York, NY2 days ago $68.32k - $126.38k
...Join to apply for the Claims Manager role at US Acute Care Solutions Join to apply for the Claims Manager role at US Acute Care Solutions Get AI-powered advice on this job and more exclusive features. Job Posting Closing Date: Open until Filled Where do you belong? Your...Full timeWork at officeUS Acute Care Solutions
New York, NY4 days ago- ...Position Title: Claims Manager Position Reports To: Director Risk Management / General Counsel Position Summary Non-supervisory role, supporting mitigation of the organization’s exposure to risk by formulating, developing, and coordinating all claims‑related activities...Work at office
PVH (Tommy Hilfiger/Calvin Klein)
New York, NY1 day ago $140k - $160k
...private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology... ...insurance 401(k) Plan with company match contribution Addition Wealth Financial Wellness Program Applicants may contact the ISC HR...Temporary workLocal areaRemote workWork from homeIntegrated Specialty Coverages, LLC
New York, NY4 days ago$112k - $140k
...Complex Director, Excess At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Director in Excess Claims to play your part in that transformation. It's an opportunity to grow your skills and experience as a valued member of the...Work at officeAmerican International Group
New York, NY2 days ago- ...Eames Consulting has partnered with a leading P&C insurance carrier looking to add an experienced Claims Manager . This role offers the chance to take ownership of complex general liability and litigated claims. This is a great opportunity to advance your career with a...
EAMES CONSULTING, LLC
New York, NY1 day ago $75k - $85k
...available, making pet insurance an essential component of modern pet care. About The Role In this remote role , you will be our people manager overseeing a team of 10‑15 claim adjusters. The key skills required fall into two main categories: leadership and claims‑specific...Full timeWork at officeRemote workWork from homeFlexible hoursFetch Pet Insurance
New York, NY2 days ago$57.12k - $81.6k
...Overview Asset Protection Manager (APM) Lead Asset Protection activities for assigned unit in accordance with company policies and procedures, in order to drive sales and profits. Primary Responsibilities Team Development Frequently conducts developmental conversations...Hourly payLocal areaJCPenney
New York, NY16 hours ago- ...technical assistance in the preparation of annual budgets, budget modifications/renewals and/or amendments. Serve as liaison to management staff and inform them of any reclassification or discrepancies that may arise during analysis. Examine past and current operating...Full timeLive in
CAMBA
New York, NY16 hours ago $90k - $97k
...Organization seeking a Budget Analyst within the Grants Department to join their robust finance department. The selected individual will co‑manage both the accounting and financial side of a ~$10M grants portfolio with guidance from Budget Manager and the Controller. Portfolios...Full timeWork at officeLocal areaAcquire Talent Partners LLC
New York, NY1 day ago
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