Financial Advisor Assistant — Client Strategy & Operations
Lee, Nolan & Koroghlian, LLC / a MassMutual Firm
A financial services firm based in Saddle Brook, NJ, seeks a Financial Advisor Assistant / Client Service Associate to support financial advisors. The role combines operational support with analytical tasks, helping improve client service and contribute to the growth of the firm. Candidates should have strong organizational and communication skills, with an interest in financial planning. The position offers performance-based compensation, hands-on training, and potential career growth within the firm. #J-18808-Ljbffr Lee, Nolan & Koroghlian, LLC / a MassMutual Firm
$95.55k - $195.25k
...quality tax services to our clients. Tax Transformation drives improvements... ...2027Work you’ll do As a Tax Strategy and Transformation Senior... ...supporting Transformation in Operations/Finance, you will collaborate... ...and drive action plans, and assist with legacy system...OperationsWork at officeLocal areaVisa sponsorship$100k - $250k
...aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic... ...protection-first strategies, strategic cash-flow, and... ...and localized marketing assistance. We are seeking an experienced, active Financial Advisor looking to transition their...OperationsWork at officeLocal area- ...Lead Advisor is a wealth management recruiting and consulting... ...This role is for one of our clients a fast growing RIA in New York... ...and our investment and operations teams. This position is ideal... ...and implement customized financial strategies and investment plans tailored...Operations
- New York Life, NJ General Office, seeks an Entry-Level Financial Specialist eager to start a career in insurance and financial planning. You’ll work closely with clients to develop strategies that secure their financial future and grow through our structured training program...SuggestedWork at office
$20.53 - $34.23 per hour
...ve been the Bank that clients from every industry turn... ...to for our expertise, strategies, and advice--building... ...of their financial needs. Expected Work... ...financial needs are met and assist management in coaching... ...and knowledge of branch operations or successful completion...OperationsFull timePart time$120k - $160k
...advice? Are you passionate about leading Financial Advisors, influencing business strategy, and driving meaningful outcomes for both clients and employees? We are looking for... ...leadership and oversight for daily business operations while ensuring a strong risk and...OperationsFull timeFlexible hours- ...Community Bank (Queens, NY) About the opportunity My client is a well-established, well-capitalized community bank in Queens... ...underwriting and closing. Grow full relationships by bringing clients' operating accounts and treasury services to the bank. Represent the...Work at office
- ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian... ...and better serve your clients. What You’ll Do... ...comprehensive financial planning strategies, including retirement, investment... ...support, including assistance with book-of-business onboarding...Full timeLocal areaFlexible hours
- ...Entry-Level Financial Advisor – Launch Your Career with Lee, Nolan & Koroghlian, LLC Are you... ...day one. What You’ll Do Meet with clients to understand their financial goals,... ...and priorities Develop customized strategies for retirement, wealth building, and protection...Full timeWork at officeLocal area
- ...Financial Professional OpportunityWealthBridge Financial Group helps individuals, families... ...protect, and grow their wealth. Every strategy is personalized and forward-thinking,... ...collaboration, and education. We aim to be the advisors clients trust for life, not just for one...Flexible hours
- ...Kestra Financial, Inc. in Fairfield, NJ seeks an Advisor to manage client relationships, deliver comprehensive financial planning, and drive growth through proactive business development and collaboration with internal teams. You will gather client data, present plans...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...a business where you can help your clients achieve their goals through financial... ...education, skill-building, and development strategies you need to be successful in building...Full timeContract workFor contractorsWork at office- ...seeks a Relationship Banker to embody our hospitality-first brand at a Chase Branch. You will acquire, manage, and retain clients, using financial knowledge to offer tailored solutions and drive client success. You will learn Chase products, adhere to banking regulations...Afternoon shift
$90k - $157.5k
...functional teams including; trade operations, investor services, custody, tax, and financial reporting locally and in... ...real estate, SSGS’ tools help our clients make better investment choices and... ...responsibilities; access to our Employee Assistance Program; incentive compensation...OperationsFull timeTemporary workFlexible hours- ...ROLE DESCRIPTION: As Insurance and Financial Services Position - State Farm Team Member... ...Agent, you are vital to our daily business operations and customers’ success. You grow our... ...financial planning and insurance options. Assist customers with retirement planning,...OperationsRelocation packageFlexible hours
- A leading financial services firm in New Jersey is looking for an Entry Level Financial Advisor. In this role, you will build and manage client relationships, develop personalized financial strategies, and consult on financial products. You must have a Bachelor's degree...Flexible hours
- Kearny Bank is seeking a Vice President, Financial Advisor to provide sound financial guidance to clients, meet sales goals, and partner with branches and departments. The role requires active sales, strong relationship-building, and up-to-date knowledge of investment...
- ...Provide functional support for Oracle Fusion Financials, troubleshoot incidents, perform root-... ...: Support AR configuration and operations, including customer transactions, invoices... ...Work directly with business users and client stakeholders to understand issues, communicate...Operations
$1,000 per month
...Overview College Financial Representatives in the internship program at... ...network to build your business and client base Develop and execute on a business strategy Call on potential clients and... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hours$116.2k - $229.1k
Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp finance organizations... ...solutions. Join a team that helps clients strengthen finance operations and deliver measurable value.The Deloitte...OperationsLocal areaVisa sponsorship$11 per day
...Payments business. Payments Operations delivers secure,... ...payment solutions to clients operating globally across... ...leaders as a trusted advisor. You'll own key... ...governance, communications, strategy, and day-to-day business... ..., one of the oldest financial institutions, offers innovative...Operations- ...branch. Delivers a differentiated client experience from acquisition... ...to actionable sales strategy and tactics. Generates quality... ...prospects across product, support, operations or other departments within... ...clients on options for managing financial transactions by leveraging...OperationsWork at officeShift work
$150k
...with Purpose. Partner with Impact. At U.S. Financial Services the Advisor is responsible for managing and strengthening client relationships, delivering financial... ...with service advisors, associate advisors, operations, and investment resources to provide a seamless...OperationsWork at office$70k - $80k
...clear purpose: to help clients pursue their Preferred... ...key areas such as tax strategy, risk management... ...card administration, and assists with other Finance activities... ...Payable, accounting operations, or a related Finance... ...handle confidential financial information appropriately...OperationsWork at officeRemote workFlexible hours- ...My client is a high-growth healthcare staffing technology company that has achieved 10... ..., client retention, account growth, and operational execution. Key Responsibilities... ...Direct influence on growth and operational strategy Competitive compensation and performance...OperationsFull time
$32.25k
...and innovator in the financial services industry and... ...Center customers and assist the team in achievement... ...of sales, service, and operation goals. The role will process... ...Evaluates needs of clients and offers appropriate... ...Support segmentation strategy by implementing sales,...OperationsHourly payFlexible hoursShift workWeekend work- ...to handle teller transactions, open new accounts, and cross-sell financial products. You will balance cash drawers and deliver a consistently outstanding client experience while supporting branch operations. The role requires 2+ years of teller or platform experience and...Operations
$190.9k - $254.6k
...Philadelphia, or Washington, DC to lead strategy and program oversight across... ..., including suppliers and client-facing collaborators. You... ...-day execution is led by the Operations team, you will be accountable... ...contributions program, financial guidance, and paid time off....OperationsHourly payApprenticeshipWork at office$85.1k - $97.5k
...Analyst, Commercial Finance & Distributor Strategy supports the Commercial organization by helping build and manage the Annual Operating Plan (AOP), driving the commercial forecasting... ...Planning, and Finance, the analyst will assist in developing standardized reporting and...OperationsTemporary workWork at office3 days per week$68k - $133.9k
...team practices to help chief financial officers, controllers, and... ...business services agendas and strategies. You will work with leading-... ...and solutions, helping clients navigate challenging environments... ...work may span strategy, operations, process design, and technology...OperationsWork at officeLocal areaNight shift
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