Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid Senior Wealth Advisor & Planning Leader

Wealth Enhancement Group, LLC

Wealth Enhancement Group, LLC in Summit, New Jersey, seeks a dedicated professional to manage client relationships and facilitate financial planning processes. The ideal candidate should have substantial experience in the wealth management industry and possess strong analytical and communication skills. This hybrid role includes preparing annual reviews, conducting educational events, and mentoring team members in financial planning. Competitive compensation and a comprehensive benefits package are offered, including medical coverage and paid time off. #J-18808-Ljbffr Wealth Enhancement Group, LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Hybrid Senior Wealth Advisor & Planning Leader in Summit, NJ vacancy
  • Wealth Enhancement Group in Summit, NJ is seeking a Financial Advisor to help clients achieve their financial goals while providing...  ..., facilitating financial planning, and sourcing prospects. The ideal...  ...skills. The position offers a hybrid work arrangement with comprehensive... 
    Senior

    Wealth Enhancement Group

    Summit, NJ
    11 hours ago
  • HUB International in Berkeley Heights, NJ is seeking an Assistant Vice President to lead our Commercial Lines team with a Hybrid schedule. The role emphasizes servicing mid-market accounts, coordinating activity, and delivering strategic insurance solutions. Qualified... 
    Senior

    HUB International

    Berkeley Heights, NJ
    2 days ago
  •  ...team and partners with R&D and cross-functional teams to inform pricing, market access, and evidence generation priorities. This is a hybrid role with onsite and remote work options. The position drives long-term growth, lifecycle management, and launch readiness,... 
    Senior
    Remote work

    BioSpace

    Summit, NJ
    3 days ago
  • $85.8k - $143k

    ** Work Location/Arrangement: This is a hybrid position requiring in-office work four (4)...  ...management, as well as balance sheet and capital planning. Provides independent contribution to...  ...Responsibilities:The position serves as senior analyst in the use of statistical... 
    Senior
    Full time
    Work experience placement
    Second job
    Work at office
    Remote work

    M&T Bank

    Iselin, NJ
    3 days ago
  • $90.23k

     ...Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for...  ...other duties as required. #LI-LP2 #LI-HYBRID Skills & Abilities • Advanced skills... 
    Senior
    Work experience placement
    H1b

    CDM Smith

    Elizabeth, NJ
    11 hours ago
  •  ...AbbVie seeks a Scientific Director / Senior Medical Director to provide specialized medical input across strategic medical affairs, data...  ...to support product strategies and launches, with a hybrid schedule based in Florham Park, NJ or Mettawa, IL. Candidates... 
    Senior

    Jobleads-US

    Florham Park, NJ
    3 days ago
  •  ...Instagram ,  X and  YouTube. Job Description The Senior Manager, Regulatory Affairs US & Canada Strategy Lead – Therapeutic...  ...of US and Canada regulatory strategic and tactical planning (RSTP) for assigned on market products or those products in development... 
    Senior
    Full time
    Local area

    AbbVie

    Florham Park, NJ
    18 days ago
  • $52.58 - $63.09 per hour

     ...projects. The ideal candidate will have over 10 years of experience and proficiency in GPS systems and AutoCAD. Responsibilities include planning fieldwork, supervising survey crews, and overseeing the accuracy of survey data. This position offers a competitive salary range... 
    Senior
    Hourly pay

    Internetwork Expert

    Union, NJ
    1 day ago
  • $170k - $185k

    Ascot Group is looking for a Senior Manager, Financial Planning & Analysis in Woodbridge Township, NJ. This hybrid role supports corporate financial needs and requires developing budgets, forecasts, and reports. Candidates should have a Bachelor's degree in finance and... 
    Senior

    Ascot Group

    Woodbridge, NJ
    4 days ago
  •  ...the Company MassMutual NJNYC is a financial planning firm with offices across the Tri State. We...  ...life. About the Role This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC... 
    Senior
    Full time
    Remote work

    Massachusetts Mutual Life Insurance Company

    Warren, NJ
    1 day ago
  • $23 - $31.25 per hour

    Kearny Bank in Springfield, NJ is seeking a Senior Personal Banker responsible for delivering exceptional service to clients. This role involves managing client relationships, executing transactions accurately, and identifying growth opportunities. The ideal candidate... 
    Senior
    Full time

    Kearny Bank

    Springfield, NJ
    11 hours ago
  • EisnerAmper LLP is seeking a Proposal Senior Coordinator to enhance their marketing efforts. This hybrid position in Woodbridge Township, New Jersey, requires collaboration with multiple teams to plan and execute proposals. Ideal candidates will possess a Bachelor's degree... 
    Senior

    EisnerAmper LLP

    Woodbridge, NJ
    1 day ago
  •  ...CPA firm in Newark, NJ, seeks a Tax Accountant / Tax Senior Accountant (Public Accounting) for a hybrid role. You will collaborate with experienced tax...  ...reviewing diverse tax returns and engage in proactive planning, with clear advancement toward #J-18808-Ljbffr Wertz... 
    Senior

    Wertz & Associates

    Newark, NJ
    2 days ago
  • $48k - $100k

    A leading wealth management firm in Short Hills is seeking an experienced Financial Advisor to provide goals-based financial planning. The role offers a competitive compensation package between $48,000 and $100,000 annually, depending on experience. Ideal candidates will... 
    Senior

    Bank of America

    Short Hills, NJ
    2 days ago
  • $85k - $145k

    A financial advisory firm is seeking a Wealth Path Wealth Advisor in Morristown, NJ. This role requires acting as the primary advisor for 150-250 clients while ensuring quality client care and onboarding new clients. The ideal candidate will have a Bachelor's degree, a... 
    Senior

    Mercer Advisors

    Convent Station, NJ
    4 days ago
  • Mott MacDonald is seeking a Senior Quality Manager to lead quality initiatives across major infrastructure programs in...  ...regulators, and partners. The role covers quality from planning through handover in a hybrid, office-based setting, collaborating with owners, contractors... 
    Senior
    For contractors
    Work at office

    Mott MacDonald

    Woodbridge, NJ
    1 day ago
  • CBIZ in Morristown, NJ, is seeking a Seasonal Tax Senior for Private Client Services. The role is hybrid in Morristown, NJ, with duties spanning tax compliance, planning, and client interactions. You will assist in preparing complex returns and developing tax strategies... 
    Senior
    Seasonal work

    CBIZ

    Convent Station, NJ
    11 hours ago
  •  ...supports the sales team through data-driven insights. The position is hybrid, requiring three days in the office per week, and focuses on...  ...multi-source data to evaluate item performance and assortment planning. You will contribute to store clustering through the modular... 
    Senior
    Work at office

    at Acosta

    Bloomfield, NJ
    1 day ago
  •  ...company in New Jersey is seeking an experienced individual for ERISA Plan Administration. Responsibilities include reviewing employee...  ...regulations, and excellent communication skills. Opportunities for hybrid and remote work are available for highly qualified individuals.... 
    Senior
    Remote work

    Altigro Pension Services, Inc.

    Fairfield, Essex County, NJ
    11 hours ago
  • $73.6k - $101.2k

    Senior Executive Assistant, Investor Relations (Hybrid - CA/Remote) Solventum is a new healthcare company building...  ...engagements with senior leaders, investors, analysts, and advisors, and drive operational...  ...stakeholders. Support the planning and execution of quarterly... 
    Senior
    Remote job
    H1b
    Work at office
    Relocation package
    Flexible hours
    Shift work
    2 days per week
    3 days per week

    Solventum

    Maplewood, NJ
    3 days ago
  • DLA Piper is seeking a Senior Financial Analyst in Strategic Finance FP&A. The role develops profitability analysis, revenue/margin budgets...  ...while contributing to AI-enabled finance transformations. Hybrid work with offices in New York, Short Hills, or Reston>` #J-1880... 
    Senior

    DLA Piper

    Short Hills, NJ
    11 hours ago
  •  ...growing! We are seeking an enthusiastic Senior Software Engineer (Java) to join our team...  ...Development Life Cycle (SDLC), including sprint planning, daily stand‑ups, and retrospectives....  ....Ability to work effectively in a hybrid setting. Capable of managing tasks and priorities... 
    Senior
    Full time
    Local area

    Broadridge

    Newark, NJ
    11 hours ago
  •  ...Consulting, Inc. is seeking a talented QA Test Analyst for a 6-month contract to hire in Morristown, NJ (Hybrid). The role focuses on testing methodologies, test planning, and data validation within the healthcare domain. You will develop test plans, strategy, estimations,... 
    Senior
    Contract work

    Creative Solutions Services, LLC

    Convent Station, NJ
    1 day ago
  • $147.4k - $336.8k

    EY is seeking a Real Estate Tax Senior Manager to lead tax planning projects for a diverse client base. This role involves analyzing complex tax operations...  ...with salaries ranging from $147,400 to $336,800, a hybrid work model, and a flexible vacation policy. Join EY to... 
    Senior
    Flexible hours

    EY

    Woodbridge, NJ
    2 days ago
  • Avis Budget Group in Parsippany, NJ seeks a Senior Manager, Financial Systems - Oracle EPM to lead the Oracle EPM architecture, upgrades...  ...and REST APIs, ensure SOX controls, and shape the AI-enabled planning roadmap. This is a senior leadership role with a competitive... 
    Senior

    Avis Budget Group International

    Parsippany, NJ
    4 days ago
  • AXIS is seeking a Senior Claims Specialist - EPL and Fiduciary Claims for its North America Claim Team. The role manages primary and excess EPL and Fiduciary claims, investigates coverage, and develops expertise in fiduciary matters. You will handle complex EPL claims,... 
    Senior
    Work at office
    3 days per week

    AXIS (AXIS Capital)

    Short Hills, NJ
    4 days ago
  • Broadridge is seeking a contract Senior Payroll Administrator in the Newark, NJ area to lead end-to-end US payroll processing for multi...  ...1-2 years in a leadership role, and strong ADP knowledge, with a hybrid work arrangement (3 days remote, 2 #J-18808-Ljbffr Broadridge
    Senior
    Contract work
    Remote work

    Broadridge

    Newark, NJ
    4 days ago
  • Vitalief is looking for a Senior Clinical Research Coordinator to manage a portfolio of oncology clinical trials in Newark, NJ. The role...  ...competitive salary and benefits including paid time off and a hybrid work schedule after the initial training period. #J-18808-Ljbffr... 
    Senior
    Full time

    Vitalief

    Newark, NJ
    3 days ago
  •  ...Associate Director in Commercial Analytics & Operations. The successful candidate will focus on Salesforce Effectiveness and Sales Planning, driving data-driven decisions for revenue growth. The role requires at least 7 years of experience in analytics, particularly in... 
    Senior

    KMK Consulting Inc.

    Morris Plains, NJ
    2 days ago
  • Wiss in Florham Park, NJ seeks a CAAS Senior Associate to lead client engagements in accounting advisory, focusing on process optimization...  ...processes in detail and advance within a dynamic advisory team. Hybrid work, competitive benefits, and CPA support are offered. #J-188... 
    Senior

    Vertex Global Solutions Inc

    Florham Park, NJ
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid Senior Wealth Advisor & Planning Leader. Be the first to apply!