Senior Wealth Planning & Insurance & Annuities Specialist
$68k - $120kMorgan Stanley
Morgan Stanley in Morristown, New Jersey is seeking an Investment Consultant - Wealth Planning Specialist to oversee financial plans for clients. This senior role involves developing and maintaining comprehensive strategies and selling annuities and insurance solutions as necessary. The ideal candidate will possess a strong background in financial planning, alongside relevant licenses and certifications. Morgan Stanley offers a competitive salary range of $68,000 to $120,000, plus benefits, including medical, dental, and retirement plans. #J-18808-Ljbffr Morgan Stanley
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$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in... ...of non-compliance through strategic tax planning- Crafting and conveying clear, impactful...SeniorFull timeH1b$70k - $130k
...opportunity Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client... ..., dental, vision, life and disability insurance; and (iii) a paid time-off plan. RBC’s...SeniorFull timeTemporary workFlexible hours- 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...Senior
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...Description Position Title: Sr. Wealth Portfolio Planner Reports... ...: Simplicity Securities / Planning Location: 475 Springfield... ..., IAR, Bank, Broker Dealer, Annuity, Life) · Must be Tech Savvy:... ..., dental, vision, life insurance, other) ~401k with employer...SeniorFull timeWork experience placementInternshipWork at officeFlexible hours- PwC is seeking an Asset & Wealth Management Tax Senior Manager in New Jersey to lead tax compliance initiatives, review financial data, and guide... ...regulations. You will coach teams, deliver strategic tax planning, and foster inclusive, high-performing groups while maintaining...Senior
$135k - $230k
...up of a brilliant team of tax specialists that work to ensure tax... ...Private Client services. This Tax Senior Manager role will be based out... ...of tax engagements, from planning to completion, to include supervision... ...strategies that optimize wealth preservation, charitable...SeniorFull timeLocal area- ...people every day by advancing their health, wealth, and careers. We are committed to... ...clients and their employees. As a Senior Health & Benefits Consultant , you will:... ...dental, vision, life, and disability benefits plans. Guide teams in researching, analyzing...SeniorWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...and implementing strategic tax planning initiatives to address client needs- Drafting...SeniorFull timeH1bLocal area$223.7k - $372.9k
...investment industry and a passion for providing strategic advice to senior executives. Work You’ll Do As a Senior Manager, you will shape... ...efforts and intellectual agenda development for investment and wealth management topics.Create forward-looking, hypothesis-driven...SeniorVisa sponsorship- ...bringing together financial planning, investment analysis, tax planning... ...Management Planning Utilize Wealth.com as part of the firm's... ...review process. Conduct life insurance needs analyses using MoneyGuidePro... ...and evaluate life insurance, annuities, long-term disability...Senior
$171.6k - $338.3k
...trusted partner and apply to this Senior Manager role today!... ...considerations, integration planning, divestiture planning, and post... .... Our clients include asset, wealth, and investment advisers and... ...managers, broker-dealers, banks, insurance companies, mutual funds, hedge...SeniorLocal areaVisa sponsorship- ...small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management — with a focus on relationships, not transactions.... ...advisor to family-owned businesses, delivering sophisticated tax planning, compliance, and advisory services tailored to the unique needs...Senior
$110.7k - $218.3k
Position Summary Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment...SeniorWork at officeNight shift- ...State Farm Agent is seeking a qualified professional for a Life Insurance Position. You will market life insurance services and products... ...options are available as the agency expands and serves the community with empathy and strategic planning. #J-18808-Ljbffr MarycomitoRemote jobWork from homeFlexible hours
- ...NOW HIRING: HIGH NET WORTH TAX MANAGER / SENIOR MANAGER A leading CPA firm is expanding its Private Client / High Net Worth Tax... ...memoranda on complex tax matters Identify and implement tax planning opportunities Supervise, mentor, and provide feedback to...SeniorFull timeImmediate start
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...Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy... ...operational upside, synergy planning, and integration/carve-out... .... Our clients include asset, wealth, and investment advisers and... ...managers, broker-dealers, banks, insurance companies, mutual funds,...SeniorOdd jobWork experience placementLocal area$92.65k - $125k
...-standing, New Jersey based Family Office seeks a talented Tax Senior.Summary:The organization has an extensive investment portfolio... ...diverse investments and a significant volume of tax compliance, planning and research requirements, primarily related to investment partnerships...SeniorWork at officeWork from home- Company DescriptionLeading Healthcare Company looking for a talented Senior Financial Analyst Job DescriptionThe Senior Financial Analyst... ...will work closely with centralized accounting and financial planning and analysis.QualificationsAssist in validating Invigorate...SeniorContract work
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...DescriptionFortune 500 CompanyJob DescriptionMUST BE ABLE TO SPLIT TIME BETWEEN NJ & NY OFFICEThe Senior Financial Analyst will be responsible for the analysis and assessment of the Annual Plan to determine the risks and opportunities of the assumptions in relation to overall...SeniorWork at office- ...DESCRIPTION A client of Insight Global is seeking an experienced Senior Electrical Project Manager to lead large-scale data center and... .... Key Responsibilities Manage electrical projects from planning through construction and commissioning. Serve as the primary...SeniorFull timeFor contractors
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- ...requirements. Support external audits and prepare audit schedules. Budgeting, Forecasting & Strategic Planning Support annual budgeting with senior finance leadership. Prepare quarterly forecasts and long-range projections. Develop financial models...Senior
$165k - $185k
...same through dynamic leadership, strategic planning, and collaboration with experienced... ...medical/prescription drug and vision, dental insurance, and no-cost short- and long-term... ...services companies; providing insurance, annuities, employee benefits and asset management...SeniorFull timeTemporary workWork at officeLocal areaRelocation package3 days per week- ...Senior Director, BU Finance Location: Morristown, NJ | Onsite ~4 days/week We are seeking a senior finance leader to own the... ...business performance from revenue through EBITDA , including planning, forecasting, capital allocation, profitability, and strategic...SeniorFull timeImmediate start
- ...Senior Highway Engineer H&H is seeking a Senior Highway Engineer to join the firm's New Jersey Regional Operation. This position... ...technical expertise with the agility of a privately owned firm. From planning and design through construction, we manage the full project...Senior
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