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
$40k - $120k
...interested in a career in financial services but prefer supporting advisors rather than building... ...a Financial Advisor Assistant / Client Service Associate to support... ...the scenes—combining operational support with... ...development of client financial strategies Help build and prepare...Operations$17.3 - $26.9 per hour
A leading financial services firm is seeking a Client Support Specialist in Pearl River, NY. This role involves assisting Financial Advisors with daily operations, enhancing client service experiences, and preparing client paperwork. Candidates should have a high school...OperationsHourly pay- A financial services company seeks a Financial Services Advisor in Saddle Brook, New Jersey. In this role, you will work closely with clients to guide them through their financial journeys towards long-term freedom. Qualified candidates will build relationships, be self...Suggested
- Citigroup Inc. is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice to Citigold® and Citigold® Private Client segments. With a focus on building client relationships and delivering tailored investment solutions, the Senior Wealth...Suggested
- ...ve been the Bank that clients from every industry turn... ...to for our expertise, strategies, and advice—building... ...service and complying with operational procedures.... ...customers to analyze financial needs and maximize sales... ...all bank products and assists with other service needs...OperationsWork at office
- ...role in supporting the day-to-day operations of the Accounting Department.... ...transactions, including invoicing clients, recording payments, and following... ...organized and up-to-date records. Assist with bank reconciliations and other financial reconciliations as needed....Operations
$28.55 - $38.5 per hour
...is responsible for managing a financial center (FC) in collaboration... ...team members, supporting the operational excellence of the FC and ensuring... .... Responsibilities Manages client traffic, engaging and... ...engaging employees on business strategy Manages organizational priorities...OperationsHourly payFlexible hoursShift workWeekend workDay shift- ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian... ...and better serve your clients. What You’ll Do Manage and... ...financial planning strategies, including retirement, investment... ...Transition support, including assistance with book-of-business...Local areaFlexible hours
$70k - $80k
...providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...managed solutions Recommends banking and investments strategies that align with client financial goals and needs...Temporary workShift workDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...Recommends banking and investments strategies that align with client financial goals and...Temporary workWork at officeMonday to FridayShift workDay shift
- Dormont Manufacturing Co is searching for a Financial Solutions Advisor in Fort Lee, NJ. This role involves consulting on investments and insurance strategies, while also acquiring and maintaining client relationships. You will additionally educate branch staff and foster...
- Equitable Advisors in Saddle Brook, NJ, is seeking an Entry Level Financial Advisor to build client relationships and develop personalized financial strategies. This position offers a structured training program, including FINRA sponsorship, and encourages professional...Flexible hours
- A local financial advisory firm in New Jersey seeks motivated individuals... ...as Entry-Level Financial Advisors. This position offers... ...help you succeed. You’ll meet clients to understand their financial goals, develop customized strategies, and build long-term relationships...Local area
$78.52k - $117.52k
...Job Description The Financial Advisor (FA) role is a three‑... ...complex needs of TD Wealth clients by reviewing... ...Bank's Customer Service Strategy Considers the impact... ...tasks - Continuous Operating standard office equipment... ...needed to assist you with the applicant...Work at officeLocal areaFlexible hours$46.8k - $74.75k
...opportunities to improve the customer’s financial wellbeing. Collaborates with... ..., ultimately elevating client loyalty. Delivers a full PNC... ...in branch daily operations, ensuring they are completed... ...reimbursement; educational assistance, including select programs fully...OperationsFull timeTemporary workWork experience placementWork at officeShift work$21.23 - $26.51 per hour
...of the most highly regarded financial institutions in New Jersey with... ...customers to the Assistant Branch Manager, Branch Manager... ...functions independently and as an operational supervisor when necessary, and... ...customer at the center of strategy because culture is a critical...OperationsFull timeWork at officeLocal areaFlexible hours$50.98k - $76.46k
...description: Arcadis is seeking a Financial Project Assistant to join our team in supporting project... ...for multiple project managers and operations in the Paramus, New Jersey Area. You... ...closely with project managers to ensure client invoices are prepared monthly and...OperationsFull timeContract workPart timeFor subcontractor- ...A boutique financial planning firm in Hackensack, NJ is seeking a Portfolio Analyst to support investment research and operations. Ideal candidates will have a minimum of 3 years in financial services and experience across asset classes. Responsibilities include preparing...Operations
$77k - $202k
...consulting services related to financial management and strategy. These individuals analyse client needs, develop financial... ...financial planning processes to drive operational efficiency and achieve... ...performance management processes Assist in the design and...- ...essential role in supporting our hotel’s financial operations by managing guest billing, resolving inquiries, preparing receivables, and assisting with month‑end reporting. This position... ...make corrections and mail contracts to clients promptly. Prepare journal entries and...OperationsFull timeTemporary work
- ...seeking a Relationship Banker in Hackensack, NJ, where you will be the face of the brand, ensuring exceptional client experiences and utilizing advanced financial technology. The ideal candidate will manage assigned clients, offer tailored financial solutions, and thrive...
- JPMorganChase is seeking a Relationship Banker (Branch) in Hackensack, NJ. This role involves exceeding client expectations through exceptional service and banking solutions. You will manage client relationships, provide technology education, and adhere to banking regulations...Flexible hours
$63k - $105k
...Delivers a differentiated client experience from... ...translates to actionable sales strategy and tactics. Generates... ...product, support, operations or other departments... ...options for managing financial transactions by leveraging... ...; educational assistance, including select programs...OperationsFull timeTemporary workWork experience placementWork at officeShift work$49.5k - $82.5k
...opportunities to improve the customer's financial wellbeing. Collaborates with... ..., ultimately elevating client loyalty. Delivers a full PNC... ...in branch daily operations, ensuring they are completed... ...reimbursement; educational assistance, including select programs fully...OperationsFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...A. O. Smith Corporation is seeking an Assistant Controller in Fairfield, NJ. This role... ...forecasting while managing day-to-day accounting operations. Candidates must have a Bachelor’s... ...managing monthly closes, ensuring financial compliance, and enhancing reporting processes...Operations
- ...Supports core accounting operations including monthly close, GL review... ..., bank reconciliations, financial statement preparation, and coordination... ...with external CPAs. Assists with consolidation and... ...coordination with external tax advisors. • Provide accounting support...Operations
- ...Business Development & Strategy for our Industrial... ...market intelligence, client insights, portfolio strategy... ...serves as a strategic advisor to senior leadership... ...and growth potential Operational Excellence &... ...Strong analytical and financial modeling capabilities...OperationsH1bFlexible hours
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, the Wealth Advisor partners with clients to identify their financial goals, analyze their financial landscape, and develop... ...challenges. Tailors investment strategies for clients, identifying objectives...Work experience placement- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...-based financial planning / wealth strategies including assessment of client needs...Work at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a business where you can help your clients achieve their goals through financial... ..., skill-building, and development strategies you need to be successful in building...Full timeContract workFor contractorsWork at office
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