Finance Advisor Jobs in Camden, NJ

Who We Are BCG Securities is an independent broker-dealer and Registered Investment Advisor (RIA) with over 50 years of dedication to our clients. With a nationwide network of financial advisors, we are a premier choice for professionals seeking a dynamic, client-focused firm. Our advisors benefit from a wealth of knowledge, collaborative opportunities, and industry-leading solutions to help their clients achieve financial success. We provide a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts-empowering you and your business to reach new heights. Our mission is simple: to support your growth. Whether you're expanding your practice or refining your strategies, we offer the tools and flexibility you need to thrive at every stage of your financial journey. Who We're Looking For We are seeking an experienced financial advisor to join our dynamic team. Ideal candidates are dedicated professionals passionate about building their practice while leveraging our legacy of exceptional client service and advisor support. Key Responsibilities Develop and implement comprehensive financial plans for new and existing clients. Make strategic investment recommendations in collaboration with our investment team. Provide ongoing client support, including annual reviews and portfolio adjustments. Present life insurance and annuity analyses to clients. Establish structured planning processes to help individuals and businesses meet their financial goals. What We Offer Competitive transition income for established advisors. 401(k) with company match to support your financial future. Robust internal support staff to enhance your practice. Comprehensive training & development tailored to your success. Full suite of health benefits, including: Medical Dental Vision Prescription coverage Life Insurance Long-Term Disability Position Requirements Bachelor's Degree Minimum 3 years of experience as a Financial Advisor Series 7 & 66 securities licenses (or 65/63) Life/Health insurance licenses preferred Strong client relationship management skills Excellent verbal and written communication skills Ability to work independently and within a team, managing multiple responsibilities efficiently All applications are strictly confidential.

Nordwand Advisors is looking for a financial advisor in Philadelphia to help grow our HQ based in Radnor, PA. This is an excellent role for an individual that has their own book of clients that is primarily fee-oriented rather than transactional business. Applicants may have a moderately sized book that they are looking to grow at a fully independent RIA where they hope to find a more client-friendly and client-aligned experience, or could be advisors who are thinking through their succession plan in the long-term and want to ensure they are at a place where that can be executed with the clients' best interest in mind. Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. Conduct thorough financial assessments to determine the best strategies for achieving clients' objectives. Financial Planning: Develop comprehensive financial plans that encompass areas such as investments, retirement planning, insurance, tax planning, and estate planning. Tailor plans to align with individual client circumstances and objectives. Investment Advice: Provide recommendations on suitable investment products and strategies based on clients' financial goals and risk tolerance. Stay informed about market trends, economic indicators, and investment options. Client Relationship Management: Build and maintain strong relationships with clients. Regularly communicate updates on their financial portfolios, market conditions, and any adjustments to their financial plans. Sales and Business Development: Actively seek new clients and business opportunities Qualifications: 5+ years of experience in Wealth Management Bachelor's degree Excellent communication and interpersonal skills Strong analytical and critical thinking skills Ability to work independently and as part of a team CFP is a plus EQUAL EMPLOYMENT OPPORTUNITY: Nordwand Capital is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

LIVE LIFE DIFFERENTLY French writer, Antoine de Saint-Exupery once wrote, “A goal without a plan is just a wish.” Financial Advisors at Northwestern Mutual Philadelphia help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their clients' goals and dreams to develop comprehensive financial solutions that will help their clients reach financial success. Advisors are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Becoming a Financial Advisor 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 planning. As a financial advisor, you will: Build -Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate -Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence - Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own -Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits (Similar to owning a business, which is based on revenue generated. This is not a salaried position) Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development. Renewal income earned for continued client support and policy management. Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning ARE YOU RIGHT FOR THIS OPPORTUNITY? Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning & growth Proven leadership skills 4 Year Degree: (Preferred) Financial Concepts: 1 year (Preferred) License/Certification: Pennsylvania Life and Health license (Preferred) / Investment License (Preferred) Legal authorization to work in the US without sponsorship (Required) WHY JOIN NORTHWESTERN MUTUAL: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company Philly's Top Work Places for 2024 2024 Training APEX Award winner Are you ready to change your life and the lives of your clients? Apply now! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

We are possibility engineers. As Chief Investment Officers, we partner with our clients to help them achieve missions and build legacies that endure for generations to come. We set out over 35 years ago to transform the investment management industry for the benefit of our clients and that is exactly what we are still doing today. We are dedicated to serving as our clients' outsourced investment office, reducing the time and resources required internally to achieve world-class investment results. We take an approach that is completely personalized, building custom-designed investment solutions to meet our clients' unique goals. Our solutions open possibilities for greater cures, more education, smoother retirement and future generations. Learn more about us at our website: ************************ As an Investment Analyst, you will work as a key partner with middle office and our Portfolio Managers to help deliver the highest level of service to our clients. You will be responsible for: Maintaining thorough knowledge of each client and account Understanding complex investment concepts and translating them into clear, actionable insights for clients Articulating our investment philosophy and process to clients and Centers of Influence Demonstrating interest in and knowledge of capital markets, including a strong understanding of financial instruments, investment strategies, and market trends Collaborating with Portfolio Managers and providing trade recommendations for client accounts through deep understanding of client portfolios and investment strategy Attending client meetings and building relationships with the clients we serve Working in Bloomberg to curate custom client portfolio information and projections Working with in-house wealth management software to keep updated and accurate client financial information Producing and maintaining custom client reporting materials and documents that support account maintenance Learning and developing proficiency in various technology resources that will be vital for success within the firm (Bloomberg, Black Diamond, Red Black, Tableau) Updating and maintaining tools and dashboards to provide transparency and metrics on client development Partnering with our Client Engagement team to design prospect presentations Monitoring client portfolios to ensure alignment with asset allocation objectives Assisting with developing asset allocation recommendations Competencies for success: You have excellent written and oral communication skills that you use to communicate internally and externally. You have a client-first mindset and the ability to understand and act upon the needs of the firm, clients and internal partners. You are enthusiastic and responsive with excellent follow-through to ensure all issues are brought to resolution. You possess a strong understanding of capital markets and stay current on trends and developments to inform decision-making and strategy. You are well-organized and can complete projects in a dynamic work environment. This includes a strong ability to multitask. You are dedicated to excellence. You dot the I's and cross the T's and exhibit attention to detail in every aspect of your work. You have an outstanding work ethic and are willing to jump in to help with tasks outside of your direct role to accomplish what our clients need. You have a desire for continued professional development through participation in firm-sponsored training programs and the pursuit of advanced professional designations (CFA, CFP, CIPM). Qualifications: Bachelor's Degree At least 2 years of experience in financial services Advanced Excel and PowerPoint skills At Hirtle, Callaghan & Co., we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know. No agencies please.

Explore a career as a FINANCIAL Professional! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in The Greater New Jersey Financial Group. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at ************ or email **************************** to schedule an informational interview! 1049766-00003-00 The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

We are seeking a Wealth Advisor to work with the top 1% of high-net-worth individuals, helping them navigate complex wealth management decisions while aligning their financial plans with their values, family priorities, and philanthropic goals. This role involves estate and business planning, asset planning, income tax strategy, and holistic financial planning. The ideal candidate is a relationship-driven professional with exceptional communication skills, capable of building trust with clients and their advisors. This role requires a high level of initiative, strategic thinking, and the ability to handle complex financial scenarios confidently. The Client Advisor will play a crucial role in delivering tailored financial strategies to existing clients while also driving new business development through referrals and strategic partnerships. Key Responsibilities: Develop a deep understanding of each client's financial landscape, including balance sheets, lifetime plans, cash flow, estate planning, business succession, philanthropic goals, and investment strategies. Build and maintain strong relationships with clients, their families, and external advisors. Support Senior Advisors in complex client cases while managing ongoing client relationships. Conduct in-depth financial plan analyses and recommend strategic adjustments based on changing goals and market conditions. Work collaboratively with internal and external experts to ensure seamless execution of financial strategies. Lead client meetings, oversee wealth planning presentations, and communicate recommendations clearly and effectively. Identify opportunities for new business development, leveraging relationships with centers of influence (COIs), attorneys, accountants, and other professionals to expand the firm's client base. Ensure that all financial strategies remain aligned with client objectives and adhere to regulatory and compliance standards. Qualifications & Experience: Bachelor's degree in Finance, Business, Economics, or a related field. 8-10+ years of experience in wealth management, estate planning, or financial advisory. CFP certification or relevant industry licensing is preferred. Proven ability to build and manage long-term client relationships with ultra-high-net-worth individuals and families. Strong analytical skills with the ability to develop and implement complex financial plans. Exceptional communication and interpersonal skills, with the ability to engage and influence clients and their advisors. High level of integrity, strong work ethic, and a commitment to excellence. Ability to work collaboratively within a team environment while also taking initiative on client matters. Track record of success in business development and expanding client relationships through networking and referrals.

Meridian Wealth Partners, a subsidiary of Meridian Bank, is a team of wealth advisors serving the financial needs of entrepreneurs, businesses, and individuals. As a growing firm focused on its community, Meridian Wealth Partners delivers personalized wealth planning through its Progression of Wealth process. Meridian Wealth Partners offers opportunities for those wishing to start or continue a career in an entrepreneurial environment, working in a collegial atmosphere to bring unrivaled service to its clients. What we Value At Meridian Wealth Partners, we foster a culture of innovation, collaboration, and excellence. Our team is dedicated to continuous learning and professional development, ensuring that we stay at the forefront of the wealth management industry. We believe in giving back to the communities we serve and encourage our employees to participate in community service and volunteer activities. Our core values-Our Partners, Our People, Our Bank, and Our Communities-guide everything we do, from our client interactions to our internal teamwork. We strive to create a supportive and dynamic work environment where employees can thrive both personally and professionally. Position summary: The Wealth Advisor is responsible for generating new clients; supporting The Progression of Wealth planning process, managing assigned client relationships. Under the direction of the Managing Director, this client facing role requires the incumbent to work collaboratively with the financial planning team and outside client professionals to ensure effective plan development, implementation and monitoring. Client retention and acquisition are key measures of success. Qualifications required: Bachelor's degree in Finance or related field; or an equivalent combination of education and work experience 3 years of experience in financial planning, tax, or investments. CFP designation preferred. Relationship management experience preferred. NASAA 65 required. If not current, then committed to securing within 6 months of hire date. Strong computer skills (MS Office, etc.) Strong client relationship skills Essential functions and responsibilities: Valid Driver's License Responsible for achieving sales and client retention goals. Responsible for developing relationships with external professionals and Meridian Bank partners to effectively identify and sell new clients. Engages with prospects and clients to develop, monitor and implement financial and investment plans. Become the trusted partner to clients and prospects supporting all aspects of their financial well-being. Collaborates with internal and external experts to deliver effective financial strategies to achieve client objectives. Develops a knowledge of the client's entire financial and family situation to ensure financial plans are complete, accurate and remain in line with evolving customer circumstances and needs. Owns the client meeting preparation process using multiple systems to gather and compile relevant information to present in a best-in-class deliverable Ensures compliance, quality of advice and excellent customer support Maintains composure and confidentiality while exercising appropriate social acumen Adheres to securities and investment advisor regulatory compliance obligations Timely update client meeting notes, tasks and related information into the CRM Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place Communicates with management, other supervisors and employees in order to integrate goals and activities Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc. Other duties as assigned Success factors/job competencies: Achieving annual sales and client growth goals Client first mentality Excellent verbal and written communication skills Ability to develop and communicate financial planning outcomes and investment strategies Ability to communicate complex issues effectively Strong problem solving and analytical skills Maintain composure under stress. Sets the tone for the team and consistently demonstrates leadership competencies. Provides and receives coaching and mentorship Strong organizational and time management skills Solutions oriented Relationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department heads Thrive in a collaborative team environment. Application Access: Customer Relationship Management 3rd Party Custodian Application Financial Planning Software Investment / Portfolio Applications Microsoft applications Physical demands, work environment and location: Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Work environment: The noise level in this environment is minimal Location: Various Meridian Wealth Partners location(s) as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc. Meridian Bank is an Equal Opportunity Employer.

McLaughlin Private Wealth (MPW) is an independent, boutique financial advisory firm with over $600 AUM and growing, based in Mount Laurel, NJ. We provide comprehensive private wealth management and advanced planning advice to High Net Worth (HNW) clients, including multi-generational families, professionals, entrepreneurs, individuals in transition (primarily women) and corporate retirement plan sponsors. As fiduciaries, we operate with integrity first and a relentless commitment to client success. Our approach is highly personalized, built on deep relationships, active listening, and best-in-class service. We hold ourselves to high standards of excellence and seek team members who share our values, work ethic, and passion for delivering meaningful client outcomes. About You: We are seeking a highly-motivated, detail-oriented Financial Planner to join our team. The ideal candidate will provide comprehensive financial planning and advisory services to clients, helping them achieve their financial goals and secure their financial future. This role involves analyzing clients' financial situations, developing customized plans, and offering strategic advice across various areas, including investments, retirement planning, estate planning, tax strategies, and risk management. To be successful at MPW, you must be a team player, be tenacious, have a ‘can-do' mindset, be energized by owning responsibilities, be inquisitive and offer ideas, and be ready to put the effort and time in to get the job done. We provide a flexible and supportive environment and care about people----our clients, our employees, and our community. If you have compatible values and a solid work ethic, enjoy a friendly environment where you will be an important part of a team that works hard and supports each other, then you are a good candidate. Our focus for this hire is on both the person and the skill sets. The Opportunity: Join our Wealth Management Team as a key contributor to the delivery of planning advice and guidance to our clients. The position involves client interaction and support and a pathway to growth to a Private Wealth Advisor or other investment-oriented position. If you are a proactive problem-solver who enjoys financial planning, client interaction, and leveraging technology to enhance client experiences, we want to meet you. Position Details: · Duration: Permanent, full-time · Location: Office located in Mount Laurel, NJ · Work Environment: Hybrid flexibility. Collaborative team culture with a client-first focus. · Compensation & Benefits: Competitive base salary, bonus, and benefits package. Key Responsibilities: Financial Planning & Advisory · Develop and refine customized financial plans in collaboration with Advisors. · Provide strategic guidance on investments, insurance, tax planning, retirement planning, and estate planning. Assist with executing client strategies. · Utilize financial planning tools (eMoney, Holistaplan, Black Diamond Wealth Platform) to model scenarios and support client decisions. · Become resident expert and ‘owner' of eMoney, leveraging its use and ensuring all data and connections are up to date and functional. Providing hands-on client assistance when needed. · Prepare for and present financial plans to clients, making real-time adjustments based upon discussions. · Perform research and analysis for investment portfolios and risk assessments. · Regularly review and update financial plans to align with life changes and market conditions. Investment Planning/Management Collaborate with the Advisor and CIO to align client portfolios with financial plans. Assist with portfolio analysis, account transitions, and strategy execution. Stay current on market trends and economic outlook to support investment decisions. Client Meetings · Work collaboratively with Advisors preparing for and attending client Financial Planning meetings, coming prepared with any back-up data to support agenda. · Post-meeting, responsible for planning-related follow-up tasks and to work with Client Service Team to answer technical questions so follow-up paperwork or tasks are executed with accuracy (i.e. suitability, objectives and risk tolerance). Client Relationship Management Building trusted, long-term client relationships with HNW and UHNW families through responsive, proactive communication, diplomacy and making clients feel at ease. Conduct financial needs analysis to understand client goals, risk tolerance, and current financial status. Act as a resource for clients, answering financial planning-related questions and ensuring an exceptional client experience. Technology Support · Provide technology expertise to the Advisors for financial planning software, helping to optimize its use for clients and the MPW team. Compliance and Documentation · Ensure adherence to all regulatory and compliance requirements. · Maintain accurate and confidential client records. Education and Guidance · Educate clients on financial products, market trends, and planning strategies. · Participate in MPW seminars, workshops, or one-on-one meetings to engage and inform clients. Qualifications and Skills: Bachelor's degree in Finance, Economics or a related field. Certified Financial Planner (CFP) designation required. FINRA Series 7, 66 required. Insurance license preferred. 5 years' experience in financial planning, wealth management, or a related role. Strong analytical, communication & problem-solving skills. Proficiency in financial planning software and tools noted above. · Strong Excel, database and technology skills. In-depth knowledge of investment products, tax laws, retirement planning, and estate planning. Preferred Attributes: Passionate about helping clients achieve their financial goals. Self-motivated with the ability to work independently and as part of a team. Experience presenting financial plans to clients with confidence and authority. Fast learner with a commitment to ongoing professional development and industry knowledge. Professional and positive demeanor, ability to work well within a team. Strong worth ethic, history of taking initiative and resourcefulness. Ability to juggle multiple and conflicting priorities. Why MPW? We foster a collaborative, high-performance culture that values integrity, professional growth and client success. If you are looking for a dynamic opportunity to make a direct impact and advance your career in wealth management, we invite you to apply. To Apply: Submit your resume via LinkedIn or email: Linda L. McLaughlin, RICP Partner, Chief Operating Officer ********************** ********************

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for a junior analyst to work alongside with firm executives to provide all aspects of client servicing to our high-net-worth clients. This individual will gain exposure to areas including asset allocation, portfolio analytics, reporting, trust and estate planning and compliance. This individual must possess the following traits: strong eye for detail, professional demeanor, quick learner, adaptive, team player, can multitask, strong work ethic, excellent oral and written communication skills, and comfort with client interaction. Qualifications - Bachelor's degree in finance, economics, or a related field with high GPA - Interest in finance, portfolio analysis, statistics and technology - Minimum 2-year experience in financial services industry - Strong attention to detail while working at a fast pace - Strong fluency with Excel formulas, PowerQuery and functions - Proficiency with Microsoft Office suite including Excel, PowerPoint, Word - Ability to analyze and do computations on financial data - Learn and adapt to new software systems quickly Desired Qualifications -CPA candidacy -Experience with implementation of reporting platforms; (PowerBi/Tableau) -Experience with Addepar reporting software Responsibilities - Work closely with the team to provide service and support functions such as portfolio analysis, trading, money movement, account creation and maintenance, and client/prospect meeting preparation - Work closely with team on portfolio reporting and lead creating investor reports - Participate in client meetings when necessary - Provide client relationship support, assist in client conversations, and provide analytic and account-related financial information - Identify and drive process improvements, including the creation of standard and ad-hoc reports - Assist in daily/monthly/quarterly maintenance of custodial, reporting and CRM systems NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law. No recruiters for this search, please.

SSG Capital Advisors, LLC (“SSG”) is looking for an Investment Banking Analyst to join its suburban Philadelphia office (must be currently living in or willing to relocate to the Philadelphia area). SSG is an independent boutique investment bank that specializes in mergers and acquisitions, financial advisory, restructurings, private placements and valuations for middle-market companies and their stakeholders. SSG has initiated, structured and negotiated numerous sale and financing transactions on behalf of both growing businesses and those in transition. We focus on providing solutions that are customized to the performance of the business and the objectives of the business owner. SSG has a proven track record of closing over 450 transactions in North America and Europe and is one of the leaders in the industry. The opportunity for analysts at SSG is unique, providing exposure to numerous types of transactions and industries with close interaction with clients and senior bankers. We are looking for a candidate who shares our entrepreneurial spirit, is led by the highest ethical standards and understands how to be a team player. In addition to strong quantitative and qualitative skills, candidates must exhibit the desire to actively contribute to a fast-paced investment banking environment and accept and manage responsibility. Analysts assume a critical role in the entire transaction process, include analyzing financial statements, building financial models, conducting industry research, preparing transactional materials and helping senior bankers in other critical deal-related activities. Client and investor interaction will occur on a regular basis. The ideal candidate will have at least 6 - 12 months of experience, preferably in investment banking, lending, accounting. valuation or consulting. Candidates should possess a strong knowledge of Microsoft Excel, Word and PowerPoint as well as exceptional financial modeling, writing and communication skills. For more information, please visit SSG Capital Advisors' website at ************** We kindly ask for no emails or phone calls as a means to further your application process. These efforts will not enhance your opportunity for consideration. We thank you in advance for your adherence to this request.

Boutique RIA Cherry Hill, NJ Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role. The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth. Highlights Collaborate with and support Lead Advisors as part of an ensemble practice to provide financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement planning Nurture, manage, and maintain strong client relationships Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management Excellent career growth trajectory within the firm, potential for Lead Advisor succession Competitive compensation package including a significant base salary, bonus, and benefits Requirements Bachelor's Degree 1-3+ years Financial Planning experience Completed CFP designation or on track toward completion Drive to continuously improve and grow in a collaborative team based environment

SearchTower is partnering with a prominent Registered Investment Advisory Firm in Eastern Pennsylvania to identify an experienced Financial Advisor to support their growing book of business. This role offers a competitive base salary plus bonus structure. Position Overview: The Financial Advisor will be responsible for delivering exceptional client service to existing accounts while actively developing tailored financial plans and strategies based on clients' needs. The ideal candidate will have at least 5 years of experience in financial advisory services and possess advanced knowledge of personal financial matters, including investment fundamentals and insurance portfolio reviews. This role provides the opportunity to both serve and grow the firm's client base through continued relationship management and revenue growth. QUALIFICATIONS / REQUIREMENTS Bachelor's Degree in Accounting, Business, Finance, or Financial Planning. Professional designation or advanced degree such as CFP , CFA , MBA, etc. Registered with FINRA Series 7 and 66 or 63/65 licenses. Tax planning and 1040 preparation experience, a plus. Minimum 5-7 years of experience working in financial services, preferably at an RIA or brokerage firm Strong interest or experience in personal wealth management and financial planning. Experience working directly with clients and comfortable being part of a client servicing organization. The ability to multitask and work on numerous projects simultaneously. A proven track record of accomplishment is required. Excellent technological skills, including Microsoft Office, strongly emphasizing Excel. Experience working with CRM software (Tamarac experience is preferred) Desire to work for a mid-sized, privately owned company that is in the process of expanding. Energetic and eager to learn from a group of expert advisors and tenured staff members. Excellent problem-solving skills and the ability to work and resolve issues independently. Clean criminal record and subject to FINRA fingerprinting and registration.

We are looking for --"A finance-savvy, tech-fluent ‘ VP Title Director of Overseas Investment & Financing (Industrialized Construction & Sustainable Real Estate) Location: United States (New York/Los Angeles/San Francisco or other core cities; global travel required) Reports to: Group CFO & President of International Operations Company Background Hi-Tech Realty Group (HTR), a subsidiary of Broad Group, is a global leader in stainless steel factory-built construction ("Active Building"), revolutionizing traditional construction through disruptive innovation. Technological Edge: 13 years of R&D, ¥8 billion RMB investment, achieving "building like manufacturing cars"-100% factory prefabrication, 3 floors per day onsite assembly, and 50%+ lifecycle carbon reduction. Global Strategy: Over 2 million square meters of Active Building projects completed in China, now expanding to key international markets (e.g., New York, London, Singapore), targeting 20% market share in industrialized construction within 5 years. Core Mission Deliver end-to-end financing solutions for HTR's overseas land acquisition, Active Building deployment, and asset secularization, while establishing a global capital platform to scale technological replication. Key Responsibilities (Enhanced for Tech-Driven Execution) Land Financing & Structured Transactions Lead land acquisition financing in target U.S. and global markets, designing full-cycle capital strategies integrating "land + factory-built construction + operations" (e.g., Forward Equity, JV Partnerships). Innovate with PropTech/ESG financing tools (e.g., green bonds, carbon credit-linked loans) to leverage Active Building's low-carbon advantages for cost-efficient funding. Industrialized Construction Project Financing Structure supply chain finance + project finance hybrids for Active Building production hubs and localized assembly projects, bridging Chinese banks, multilateral agencies (e.g., IFC), and U.S. investors. Drive capital partnerships with modular construction-focused funds (e.g., ex-Katerra partners), REITs, and infrastructure PE firms (e.g., Brookfield). Asset Exit & Capital Recycling Develop secularization pathways for Active Building portfolios (e.g., Prefab-REITs), engaging institutional investors like Blackstone and Morgan Stanley. Explore government PPP collaborations (e.g., affordable housing) to unlock policy-driven low-cost capital. Cross-Border Compliance & Risk Management Establish compliant Sino-U.S. capital channels, mitigating forex controls and technology export risks. Build dynamic risk assessment frameworks for geopolitical sensitive regions (e.g., FIRRMA foreign investment reviews). Enhanced Qualifications (Tech-Integrated Expertise) Hard Requirements: Proven experience in industrialized construction (prefab/modular) or CleanTech financing, with prior collaboration with firms like Katerra or Skanska preferred. Expertise in cross-border tech-asset transactions, including EB-5 visas, dual-currency funds, or China-U.S. investment structures. Basic understanding of construction tech parameters (e.g., BIM systems, carbon metrics) to articulate Active Building's value proposition. Soft Skills: Cross-disciplinary technical acumen: Translate complex tech advantages into investor narratives; contribute to global certifications (e.g., LEED V4.1). Founder's mindset: Thrive in a high-growth tech startup environment, excelling in 0-to-1 system building. 职位名称 海外投融资总监（工业化建筑与可持续地产方向） 工作地点： 美国（纽约/洛杉矶/旧金山等核心城市,需支持全球差旅） 汇报对象： 集团CFO & 国际业务总裁 公司背景 Hi-Tech Realty Group (HTR) 是远大科技集团旗下全球领先的**不锈钢工厂化建筑（活楼）**开发商与运营商,致力于通过颠覆性技术革新传统建筑业。 技术壁垒： 13年研发,80亿人民币投入,实现“造汽车一样造房子”-100%工厂预制,1天3层的极速建造,全生命周期碳减排50%以上； 全球战略： 已在中国完成超200万平米活楼项目,现计划在美国及海外核心城市（如纽约,伦敦,新加坡）落地标杆项目,目标5年内占据工业化建筑市场20%份额。 岗位核心目标 为HTR海外土地获取,活楼工厂化建造及资产证券化提供端到端资金解决方案,搭建全球化资本平台,推动技术规模化复制。 职责升级点（强化科技属性与落地需求） 土地融资与结构化交易 主导美国及海外目标城市的土地收购融资,设计“土地+工厂化建造+运营”的全周期资本方案（如Forward Equity, Joint Venture Partnerships）； 创新应用PropTech/ESG融资工具（如绿色债券,碳信用挂钩贷款）,凸显活楼低碳优势以降低资金成本。 工业化建造项目融资 为活楼工厂化生产中心（拟建）及本地化装配项目,定制供应链金融+项目融资混合结构,链接中资银行,多边开发机构（如IFC）及美国本土资金； 主导与模块化建筑技术基金（如Katerra合作方）,REITs及基建PE（如Brookfield）的资本合作。 资产退出与资本循环 设计活楼资产包证券化路径（类Prefab-REITs）,对接黑石,摩根士丹利等机构投资者； 探索政府PPP合作（如经济适用房项目）,撬动政策性低成本资金。 跨境资本合规与风控 搭建中美双地合规资金通道,规避外汇管制及技术出口限制风险； 建立地缘政治敏感地区的动态风险评估模型（如外资审查FIRRMA）。 任职要求补充（针对性筛选科技地产人才） 硬性新增条件： 熟悉工业化建筑（Prefabricated Construction）,模块化技术或清洁技术（CleanTech）领域的投融资生态,有与Katerra,Skanska等企业合作经验者优先； 具备中美跨境技术型资产交易经验,了解EB-5投资移民,中美双币基金等特色工具； 对建筑行业技术参数有基本认知（如BIM系统,碳排放测算标准）,能快速理解活楼技术价值主张。 软性能力强调： 强技术跨界能力：能将复杂技术优势转化为投资者语言,参与制定活楼国际认证标准（如LEED V4.1）； 创始人思维：适应初创型科技企业的高风险,高成长环境,擅长从0到1搭建体系。 最终效果： 兼顾金融专业度与科技产业深度的JD,帮助HTR在传统地产融资人才池中精准锁定“懂技术的资本操盘手”。

Long Short Advisors is a boutique RIA seeking an Investment Consultant / External Wholesaler to join our team in the Philadelphia area. In this opportunity, you will be tasked with cultivating relationships nationwide with mutual fund allocators in the RIA, bank, wire house and family office channels nationwide. Applicants must have at least 5 years of prior experience in an external wholesale role; experience with liquid alts preferred. Primary Responsibilities Travel (50%+) nationwide, lead in-person meetings and facilitate PM presentations with managing directors, CIOs and heads of research of existing and prospective clients and attend conferences, cap intros and industry events Present and provide technical information about the LS Opportunity Fund mutual fund strategy and maintain a strong knowledge base of the competitive product landscape Maintain and cultivate new and existing home office and gatekeeper relationships at Broker-Dealers, RIAs, family offices, etc. Proactively source new opportunities through professional network, third-party cap intro events, and e-mail marketing while leveraging technology to identify ideal prospective clients Digital marketing efforts, including e-mail content creation and mass e-mail distribution Hold periodic entertainment events (virtual and in-person) to continually engage clients and deepen relationships Assist with developing and implementing the company's business plan, sales and marketing material Use a CRM system to effectively track sales activities and goals When not traveling, work out of the firm's Philadelphia location Required Skills and Experience Bachelor's Degree At least five years of external wholesale experience Excellent communication and presentation skills Proven track record of consistently meeting and/or exceeding performance goals Willingness to travel (50%+) CRM knowledge Virtual meeting tools (Teams, Zoom, WebEx, etc.) Marketing tools for advisor targeting (Discovery, Dakota, RIA Database, etc.) Microsoft Office - Outlook, Word, Excel and PowerPoint Motivated, positive individual with a strong work ethic Work in firm's Philadelphia office (this is not a remote position) Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations. Benefits Competitive Base Salary + Commission + Healthcare + 401(k) + PTO About Long Short Advisors Long Short Advisors is a Registered Investment Advisor that focuses on alternative investments and hedge fund investment strategies. Long Short Advisors' mutual fund product, the LS Opportunity Fund (LSOFX), provides the advantages of daily liquidity, low initial investment minimums, more portfolio transparency, lower fees, and access to what we believe are some of the best hedge fund managers and investment managers in the business. Learn more here: ************************************ ______ Long Short Advisors is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.

About the Company TruMark Financial Wealth Advisors- Philadelphia Region-On-Site is committed to helping employees, members, and prospects achieve their financial goals through exceptional personalized service and investment products. About the Role The Wealth Advisor is responsible for assessing financial needs and objectives, developing tailored investment strategies, and fostering long-term relationships based on trust and respect. Responsibilities Identify and evaluate member financial needs, assess objectives, and develop and implement investment strategies. Develop and maintain long-term relationships with clients, employees, and members. Achieve sales goals set by the Investment Program. Provide financial analysis on client progress toward financial goals, including preparing gap analyses and conducting annual reviews. Follow the rules and regulations of the credit union, FINRA, SEC, and the broker/dealer. Stay current on all products and services offered, including insurance, mutual funds, annuities, advisory products, general securities, retirement plans, and 529 plans. Provide regular feedback to branch employees, credit union executives, and sales managers on sales practices and business development initiatives. Work with various business lines within the credit union to identify and leverage cross-sell opportunities. Actively market and support credit union promotional activities. Engage in business development by supporting marketing programs, maintaining a marketing database, networking, sponsoring client events and seminars, and participating in corporate initiatives. Drive investment and credit union integration initiatives, support branch and Member Service associates through training sessions, and maintain consistent office hours at designated branches. Support the company's mission and corporate values. Qualifications FINRA Series 7, 63, and Series 66 or 65 state Life and Health Insurances licenses. 3-5 years of licensed registered representative sales experience. In-depth investment knowledge, exceptional sales skills, strong presentation skills, and a strong work ethic. Proven ability to build and maintain a clientele. Maintain securities and insurance licenses, fulfill regulatory and broker-dealer continuing education requirements. Understand and follow standards established by industry regulators, the broker/dealer Code of Conduct, Compliance Guide, and credit union Standards of Performance. Abide by the broker/dealer Registered Representative Agreement and TruMark Financial Registered Representative Employment Agreement. Meet production standards outlined in the compensation plan. Equal Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.

A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself. We're here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open-architecture platform for client solutions Our broker/dealer powered by one of the world's largest broker/dealers LPL* Our elite benefits and wealth-building programs Our competitive payouts Our operation and compliance infrastructure support We know that making a move is a big decision. So, we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance: More than 2.8 million clients More than $220 billion assets under management More than 4,300 financial professionals More than 190 Elite Advisor Group firms 80 branch offices

Join an exciting, fast-growing, and dynamic services organization as an FP&A Analyst! Be a key player in shaping our financial strategy by driving planning, forecasting, budgeting, and performance analysis. Collaborate with senior leadership and various teams to deliver impactful insights and enhance financial reporting, helping to fuel our company's success. Key Responsibilities: Develop and maintain budgets, forecasts, and financial models to support business growth. Analyze P&L, balance sheet, and cash flow to identify trends, risks, and opportunities. Create and present engaging financial reports, dashboards, and executive presentations. Work with cross-functional teams to optimize profitability and operational efficiency. Leverage cutting-edge automation and data visualization tools (Power BI, Tableau) to streamline financial processes. Ensure adherence to financial policies, governance, and compliance standards. Job Requirements: Bachelor's in Finance, Accounting, or Economics (MBA a plus) 3+ years of experience in FP&A, budgeting, financial modeling, and strategic reporting. Strong proficiency in Excel, ERP systems, and data visualization tools. Be part of an innovative, high-energy team where your work makes an impact. Apply today and help drive the future of our growing organization! For immediate consideration please send your resume to: ******************************

Are you ready to leverage your analytical expertise in a high-impact role with an industry leader? Our client, a prestigious industry leader headquartered in the Philadelphia suburbs, is seeking a Financial Analyst to provide consultative support, financial insights, and strategic guidance that drives business success. Key Responsibilities: Collaborate with senior leadership to develop financial analyses and models that support strategic initiatives, pricing, and investments. Conduct cost-benefit analyses, evaluate profitability, and support decision-making through data-driven insights. Play a pivotal role in the annual planning process, crafting forecasts and presenting insights to leadership. Prepare timely and accurate financial reports, ensuring resources are optimized for business success. Mentor junior analysts, contributing to their professional growth. Engage in special projects and drive innovation in financial operations. What Makes You a Great Fit: Education: Bachelor's degree required; advanced degree or certifications (CPA, CFM, CMA) preferred. Experience: At least two years of FP&A or equivalent financial analysis experience. Technical Proficiency: Expertise in Microsoft Excel. Analytical Prowess: Strong problem-solving skills and the ability to develop actionable insights from complex data. Communication Skills: Exceptional written and verbal communication abilities. Leadership Potential: A collaborative mindset with the ability to mentor and influence others.