External UIT Wholesaler - Expand Advisors' Assets (OH/PA)
SmartTrust®
SmartTrust® in Parsippany, NJ is seeking an experienced External Wholesaler to expand our team. This role involves developing relationships with financial advisors, assisting them in client solutions, and participating in various sales initiatives. Candidates should possess a Bachelor's degree, Series 7 license, and strong financial industry knowledge. The position offers competitive compensation, full medical benefits, and a 401(k) plan with company match, requiring in-person attendance. #J-18808-Ljbffr
- ...communicate alternative solutions that map to our core analytics assets and solve the customers' business needs. * Proven track-record... ...in written and verbal format to both internal and external audiences. * Strong communication, interpersonal, planning and...AssetWorldwide
$118.52k - $164.53k
...partnering with internal and external partners to ensure a best-in... ...the firm's investment platform expands across multiple fund vintages... ...private equity funds, real asset funds, co-investments, credit... ...administrators, auditors, tax advisors, and other third-party providers...AssetWork at officeRemote workShift work$200k
...Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ... ...excellence. This position is expected to expand into people management responsibilities,... ...objectives. Analyze portfolio performance, asset allocation, and risk exposure, making...AssetWork at officeLocal area- ...Financial Advisor Job Locations US-NJ-Parsippany Requisition ID... ...estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage... ...existing book of clients, and development of external new business sources to achieve annual sales...AssetFull timeLocal areaWork visaFlexible hours
$125k - $150k
...Responsibilities Serve as primary advisor and relationship manager on key client relationships... ...experience with both internal and external teams. Coordinate and lead the... ...clients and manage over $220 billion in client assets. We combine a boutique's personal service...AssetPermanent employmentTemporary workWork at officeFlexible hours$105k - $148k
...is responsible for accounting and reporting of AIG’s Invested Assets of over $95 billion, primarily consisting of fixed maturity securities... ...and ultimately AIG’s financial statements and all related external reporting requirements. Responsibilities Execute and manage...AssetWork at office$85k - $145k
...Wealth Advisor (Morristown, NJ) Morristown, New Jersey Why Work at Mercer Advisors?... ...firm's clients and bringing in additional assets from existing clients to move clients from... ...client needs and/or required internal or external trainings. The annualized base salary...AssetTemporary workWork at officeLocal areaMonday to FridayFlexible hours$144k - $235.88k
...and audit readiness Representing the function with internal and external auditors, providing subject matter expertise and ensuring... ...fixed income, structured products, private debt, and alternative assets Advanced data analytics expertise. Skilled in using tools such...AssetFull timeTemporary workWork at officeLocal areaRemote workVisa sponsorship$115k - $160k
...research products, including background investigations, due diligence reports and asset searches. The Manager reviews and approves work product as needed before delivery to internal and external stakeholders, ensuring that research is thorough, well-sourced, clearly...AssetFull timeContract workWork at officeShift work$145k - $185k
...Defense & Government-part of the Commercial Finance group-delivers asset-backed lending solutions for commercial aircraft, engines, and... ...Communicate underwriting progress and outcomes to internal and external stakeholders Provide leadership and expertise in credit...AssetWork at office$63k - $140k
...client relationships and learn to manage and inspire others Expand technical knowledge of firm services and technology resources... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors...AssetFull timeH1b$75k - $100k
...Advisor Consultant - Sacramento Metro (All Channels) page is loaded## Advisor Consultant... ...for increasing market share and growing assets within an assigned territory. Advisor Consultants... ...of the time* A minimum of five years of external wholesaling experience is preferred* The...AssetTemporary workRemote work$65k - $80k
...analysis for affiliated Financial Advisors using our proprietary... ...communication with internal and external clients using email and phone... ...than $10 billion of insurance assets and has $10 billion of assets... ...its distribution partners expand their businesses. Simplicity...AssetFull timeWork at officeFlexible hours$18.41 - $23.03 per hour
...Personal Banker (Float) - Central NJ/PA / Madison Farms (Full-Time) How would you like to join one of the most highly regarded... ...need's assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book...Full timeWork at officeLocal areaFlexible hours- ...leading insurance firm is looking for an Advisor Consultant to enhance market share within... ...territory business plans, and increasing assets under management. Candidates must have a... ...multiple licenses, and preferably five years of external wholesaling experience. The position...AssetRemote job
$60k - $70k
...to develop measurable objectives and innovative strategies for expanding Weichert's social media presence. Works with the creative team... ...and message. Manages and maintains a library of content assets that speak to target audience and drive engagement. Sets up...AssetWork experience placementImmediate startFlexible hours$18.41 - $23.03 per hour
...branch interaction. This float role is based in the Central NJ/PA Region and may require travel to multiple branches. The role involves... ...through consultative assessments, developing new relationships, expanding existing ones, and managing a book of business. Service Identify...Hourly payFull timeWork at officeLocal areaFlexible hours- ...team located in Parsippany, NJ. The role involves processing transactions and ensuring accurate month-end closing for private market assets. The ideal candidate will have a Bachelor’s Degree with experience in Finance or Accounting, alongside strong analytical and...Asset
- ...We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for... ...also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting...Asset
- ...will have over 10 years of experience in the pharmaceutical or biopharma industry, with a strong background in risk frameworks and external manufacturing challenges. Benefits include generous annual leave, flexible working schedules, and a culture of personal and...Flexible hours
$185k
...internal teams, distribution channels, and external service providers to ensure seamless... ...sales teams and respond to investor and advisor inquiries. Reporting & Analytics Support... ...services, preferably within alternatives or asset management. Bachelor’s degree required. Experience...AssetTemporary workFlexible hours$105k - $115k
...Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $315 billion in assets under management... ...Reporting Assist in the preparation of the Company's external financial reporting process, including quarterly and annual reporting...AssetPermanent employment$85k - $135k
...clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide... ...#OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible... ...with Analysts Leverages internal and external resources to achieve client objectives in...AssetFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$125k - $275k
...Statements, develop and implement an asset allocation that enables the... ..., and coordinate with external advisors as appropriate. Work closely... ...experiences that will allow them to expand their contribution to the... ...in Philadelphia, PA, Glenmede has 9 office locations...AssetWork at office3 days per week$130k - $160k
...Senior Financial Advisor Wiss Family Office currently advises on over $2.0B in assets and is a full-service boutique wealth management firm offering a variety of services to Hnw and Uhnw client base, with referrals from our parent firm, Wiss (fast-growing full-service...AssetWork at office- ...role in Parsippany-Troy Hills, New Jersey. This position involves managing accounting processes for AIG’s $95 billion in invested assets and entails supporting the review and preparation of investment disclosures. The ideal candidate will have over 7 years of experience...Asset
$1,000 per month
...opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Full‑time student; juniors... ...clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers...AssetFull timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory...AssetFull timeContract workFor contractorsWork at office$85k - $145k
...Wealth Advisor, UHNW (Morristown, NJ) For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their... ...understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews Comprehensive...AssetTemporary workWork at officeRemote workMonday to Friday$105k - $110k
...Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $315billion in assets under management as... ...SPV and Accounting teams. Respond to inquiries from internal and external stakeholders regarding investment activity. Maintain accurate...Asset
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