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
...Financial Advisor OpportunityWisepath Recruiting (a specialized recruiting... ...Financial®. Our client firm operates under a specialized macroeconomic... ...protection-first strategies, strategic cash-flow, and... ..., and localized marketing assistance.Position OverviewWe are seeking...OperationsWork at officeLocal area- 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- ...ve been the Bank that clients from every industry turn... ...to for our expertise, strategies, and advice--building... ...and complying with operational procedures. Responsibilities... ...selling to meet their financial needs. Present a... ...financial needs are met and assist management in coaching...OperationsWork at office
$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- Entry-Level Financial Advisor - Launch Your Career with Lee, Nolan & Koroghlian, LLCAre you ready... ...from day one.What You'll DoMeet with clients to understand their financial goals,... ...needs, and prioritiesDevelop customized strategies for retirement, wealth building, and...Work 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
- ...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...Local 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
- ...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
$150k - $180k
...more than $2 billion in client assets by combining... ...investment management, tax strategy, family office... ...something different. Our advisors work alongside software... ...influence how the business operates, and help build... ...serve as the primary financial planning and relationship...OperationsWork at officeRemote workRelocation$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$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- ...Company Description Barnum Financial Group is a financial planning... ...over a quarter million clients nationwide create wealth and... ...on-site role for a Financial Advisor at Barnum Financial Group in... ...management, tax minimization strategies, estate conservation, special...Full time
- 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...
$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- ...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 experience placementWork at office
$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$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- ...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...Operations
$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- JPMorgan Chase Passaic Main Ave. Branch in New Jersey seeks a Relationship Banker to develop and manage client relationships, provide tailored financial solutions, and promote digital banking tools. You will deliver exceptional service in a busy branch environment. Responsibilities...
$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$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$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- ...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
- ...VCA Animal Hospitals is seeking a Client Service Representative (CSR) to be the welcoming face and primary contact for clients and their pets. You will greet visitors, manage front-desk operations, schedule appointments, process payments, and provide product information...Operations
$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to the... ...Bankers engage clients in deeper conversations... ...and solutions to assist in client's financial wellness both in person... ...compliance with operational, risk, security and... ...needs, and developing strategies to convert them into...OperationsHourly payWork experience placementFlexible hoursDay shift
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