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Private Client Financial Advisor - Elizabeth, NJ
Citizens 2.9
Finance consultant job in Elizabeth, NJ
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F (Branch Hours)
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 4d ago
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Strategic Finance Executive for Academic Healthcare
ACG Cares
Finance consultant job in Newark, NJ
A leading university in New Jersey is seeking a Chief Financial Officer to oversee the financial affairs of the School of Nursing. This position involves managing budget development, internal controls, and financial reporting to ensure compliance with university policies. The ideal candidate will lead financial activities and report directly to senior management, contributing to the financial health of the school.
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$83k-157k yearly est. 3d ago
Junior Financial Analyst
Vaco By Highspring
Finance consultant job in Trenton, NJ
Job Title: Junior Insurance Analyst (P&C) Compensation: $100,000-$110,000 base Experience Level: 2-3+ years Industry: Property & Casualty Insurance About the Role A growing insurance organization is seeking a Junior Insurance Analyst to join its growing finance and analytics function. This role sits on the Property & Casualty (P&C) side of the business and will partner closely with senior leadership to support financial planning & analysis (FP&A), reporting, and data-driven decision-making.
The team is currently navigating data challenges and is looking for a high-potential, detail-oriented analyst who is eager to grow, improve processes, and help lay the groundwork for a broader information process improvement initiative planned for 2026.
This is an excellent opportunity for a sharp, ambitious analyst who wants visibility, responsibility, and long-term growth within an insurance-focused environment.
Key Responsibilities
Support FP&A activities including budgeting, forecasting, variance analysis, and management reporting
Partner with the management team to gather, validate, and analyze financial and operational data
Assist in identifying data gaps, inconsistencies, and inefficiencies across reporting processes
Build and maintain Excel-based models, reports, and analysis to support business decisions
Contribute to ongoing efforts to improve data quality and information flow in preparation for future system and process enhancements
Provide ad hoc analysis and insights related to P&C performance
Qualifications
2-3+ years of experience in insurance, financial analysis, FP&A, or a related analytical role
Property & Casualty (P&C) insurance experience is required
Strong Excel skills (pivot tables, formulas, financial modeling)
Demonstrated tenure and retention (ideally at least 2 years with one employer)
Comfortable working with imperfect or evolving data
Highly motivated, proactive, and eager to take on increased responsibility
Strong communication skills and ability to work cross-functionally with leadership
What They're Looking For
A sharp analyst with strong fundamentals
Someone ambitious who wants to grow with the organization
A candidate excited to help improve data and information processes ahead of a larger 2026 initiative
$100k-110k yearly 4d ago
Revenue Analyst
Breckenridge Pharmaceutical
Finance consultant job in Berkeley Heights, NJ
About the Company
Breckenridge Pharmaceutical develops and markets high-quality, added-value and cost-effective generic drugs in the United States. Our products are developed in the group's own R&D facilities and through strategic partnerships with manufactures from around the world.
About the Role
We are seeking a highly analytical and detail-oriented Revenue Analyst with strong experience in Gross to Net accounting and pharmaceutical sales analytics. This role plays a critical part in ensuring accurate and compliant revenue recognition through analysis of complex commercial deductions including but not limited to chargebacks, rebates, discounts, and returns. In this role you will track, analyze and review revenue performance, manage contract deductions, and deliver insights that drive strategic decisions. You will partner closely with Commercial and Finance. The ideal candidate brings strong analytical capabilities and pharmaceutical industry knowledge to support precise financials.
Responsibilities
Support month-end and quarter-end financial close related to revenue recognition (in accordance with IFRS) and relevant GL accounts.
Analyze gross revenue and compute gross-to-net adjustments including rebates, charge-backs, returns, allowances, discounts, etc.
Work with contract terms (commercial, distribution, payer) to assess revenue impact of rebates/discounts/chargebacks.
Collaborate with cross-functional teams including commercial operations, legal, and supply chain to ensure accurate revenue reporting.
Perform gross-to-net sales variance analysis and identify key drivers and trends.
Assist internal and external audit processes; maintain controls over revenue recognition, contract terms, deductions and data integrity.
Maintain and improve documentation, process flows, and standard operating procedures related to revenue analytics.
Identify opportunities to streamline and automate revenue analytics and reporting processes (e.g., via Power BI, Excel macros, ERP system enhancements, etc).
Qualifications
Bachelor's degree in Accounting or Finance
Required Skills
2-4 years of revenue analysis and accounting experience ideally in the pharmaceutical industry with knowledge of GTN.
Advanced proficiency in Excel (pivot tables, VLOOKUP/INDEX-MATCH, macros preferred).
Experience with ERP systems (SAP) and business intelligence/reporting tools (e.g., Power BI, Tableau).
Excellent analytical and problem-solving skills; ability to work with large data sets, identify trends/variances, and translate into business-friendly insights.
Strong communication skills (written and verbal); able to present findings to non-finance stakeholders.
Detail‐oriented, high level of accuracy, ability to meet deadlines and work cross-functionally in a dynamic environment.
Pay range and compensation package
At Breckenridge Pharmaceutical, Inc, we're committed to investing in every team member's total well-being, now and in the future. Our benefits programs vary but we offer the following to all BPI team members, regardless of geographic location:
Flexible approach to how we work
Health benefits and time-off programs
Competitive compensation packages
The anticipated annual salary for this role is $75,000 - 90,000.
Equal Opportunity Statement
Breckenridge Pharmaceutical, Inc is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$75k-90k yearly 4d ago
Financial Advisor
Simon Quick Advisors 4.0
Finance consultant job in Morristown, NJ
Company: Simon Quick Advisors Financial Advisor Compensation: Base starting at $200,000 ______________________________________________________________ Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.
Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.
Mission of the Position
The Client Advisor serves as a primary relationship manager, taking full ownership of client engagement and delivering comprehensive, high-quality financial planning. This role is critical in designing and executing strategic wealth management solutions that align with each client's unique goals, integrating investment management, tax efficiency, and estate planning. The Client Advisor collaborates closely with internal teams to ensure seamless service and uphold the firm's values of integrity, transparency, and client-centered excellence. This position is expected to expand into people management responsibilities, contributing to the development of team members and the firm's long-term growth.
Top Accountabilities
Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs. Ensure consistent communication and high-touch service to foster long-term engagement.
Financial Planning & Strategy: Develop and implement comprehensive financial plans that align with clients' long-term goals, considering tax strategies, estate planning, and risk management. Provide informed investment advice tailored to individual client profiles.
Investment Oversight: Construct, review, and continuously monitor Investment Policy Statements to ensure alignment with client objectives. Analyze portfolio performance, asset allocation, and risk exposure, making adjustments as necessary.
Organic Growth: Identify and pursue organic growth opportunities by deepening existing client relationships, uncovering unmet needs, and generating referrals through exceptional service and strategic engagement.
People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services.
Other Duties & Responsibilities
Work closely with internal teams, including investment analysts, client service professionals, and operations, to execute client strategies seamlessly.
Organize and lead client meetings and phone conferences.
Develop relationships with COIs to triangulate the team and better serve the client.
Monitor client liquidity needs and daily account activity reports.
Interact with third-party service providers (custodians, reporting providers, other advisors).
Oversee documentation processes for account opening, investments, money movement, and account maintenance.
Ensure all financial planning and investment activities comply with regulatory requirements and firm policies.
Maintain client confidentiality and assist in identifying potentially fraudulent activity.
Key Criteria/Requirements
15+ years of relevant experience.
CERTIFIED FINANCIAL PLANNER™ certification required.
Experience with Microsoft Office (Excel, Outlook, Word).
Experience with eMoney Advisor, Orion, and Salesforce.
Experience working with Fidelity and Schwab.
Key Competencies
Client-Centric Mindset: Ability to maintain and strengthen client relationships.
Strategic Financial Planning: Proficiency in investment management and financial strategy.
Team Collaboration: Experience working closely with internal teams to deliver client solutions.
Analytical Thinking: Ability to assess financial scenarios and develop strategic solutions.
Attention to Detail: Accuracy in investment monitoring and financial planning.
Time Management: Effectively prioritizing multiple responsibilities.
Technology Proficiency: Familiarity with financial software and Microsoft Office.
Regulatory Knowledge: Understanding of compliance and client confidentiality standards.
Communication Skills: Strong written and oral communication abilities.
Growth Oriented: Proactive engagement with clients, COIs and prospects.
Physical Requirements (if applicable)
Must be able to remain in a stationary position 50% of the time.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.
Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
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$200k yearly 10d ago
Senior Investment Analyst - Asset Based Finance (Hybrid/Newark, NJ)
PGIM 4.5
Finance consultant job in Newark, NJ
Job Classification:
Investment Management - Investments
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
The Senior Investment Analyst role in the Portfolio Analysis Group will directly support the Asset Based Finance desk, providing investment analysis, both portfolio and market based, to key internal constituents, as well as current and prospective clients. Sectors covered will include Private ABF, CMBS, non-agency RMBS, CLOs, and Asset Backed Securities. The Analyst delivers expert quantitative investment analytics and shares leadership responsibilities for the group with his or her peers. The Analyst works closely with portfolio managers, risk managers, traders, credit research, client service representatives and the sales and marketing team to deliver deal analysis, performance attribution and analytics, monitor portfolio positioning, alignment, and risk exposures, collect and analyze market data and model portfolios and custom benchmarks for portfolio management. The incumbent understands and participates in portfolio construction and trade construction within multiple sets of constraints or guidelines that exist for the portfolio sphere they cover. The ability to successfully navigate multiple, and at times competing, ad hoc requests and projects simultaneously that relate to market or portfolio analytics received from all parts of the larger Fixed Income organization is also key. The incumbent partners closely with peers throughout Fixed Income to build organizational capabilities and is responsible for setting goals and accomplishing the objectives of the Portfolio Analysis Group.
What you can expect
Perform targeted deal analysis, prepare investment committee materials, and deliver performance attribution for Asset Based Finance portfolios, emphasizing risk, structure, and outcome across ABF asset classes.
Integrate specific client guidelines, objectives and risk tolerances into the firm's investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios
Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance
Maintain the Portfolio Analysis Group's position as a world class provider of Investment Analytics and provide leadership, talent development and execution against the organization's strategic goal set.
Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently
Deliver and effectively communicate monthly and quarterly performance attribution analysis
Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios
Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modelling methodologies and risk management tools
Ad hoc Project work including but not limited to work related to analyzing new deals in the market, answering client questions, or creating exhibits on market trends as needed by the desk.
What you will bring
3-5+ years of experience in Fixed Income Investments and a demonstrated passion for Fixed Income Analytics with Structured Product and Credit experience strongly preferred
Strong demonstrated quantitative skills (project experience involving data analysis a plus)
Advanced knowledge of MS Excel
Experience scripting with SQL is strongly preferred and working with programming languages (Python/R) is a plus
Tableau or other data visualization tool experience is preferred
Ability to thrive in a fast-paced environment while working on multiple tasks both independently and within a team construct
Maintains high levels of productivity and self-direction
MBA, CFA, other applicable master's level work such as Statistics or Quantitative Finance or equivalent experience will be considered
Excellent verbal and written communications skills
Embraces and encourages change and development
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $120,000 to $125,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$120k-125k yearly Auto-Apply 60d+ ago
Investment Banking Recruiter, Senior Associate
JPMC
Finance consultant job in Jersey City, NJ
We are seeking an experienced Associate to join our front office recruiting team.
As an Associate Recruiter in Commercial Investment Banking (CIB), you will play a key role in ensuring hiring managers are best positioned to attract, source and recruit top talent, both internally and externally. The primary responsibilities include staffing the business with quality hires, providing strategic talent acquisition solutions and proactive pipelining for future needs.
Job Responsibilities
Manage end-to-end talent acquisition process, create and implement talent acquisition strategies
Provide guidance to hiring managers on talent acquisition processes, controls and policies
Source and pipeline qualified candidates through a wide variety of channels, and provide a positive candidate experience with frequent and timely communication throughout the talent acquisition process; share manager feedback and appropriately disposition all candidates
Evaluate, interview and present qualified candidates to hiring managers and solicit feedback on candidates to refine talent acquisition strategy as applicable
Partner with senior management, HR colleagues, and finance to anticipate upcoming needs and strategize pipelines
Proactively share innovative solutions to add value, anticipate needs, and streamline the process for the client
Demonstrate expert level of understanding of talent acquisition needs by participating in client meetings, being aware of changes within the business, acting as a subject matter expert for areas of talent acquisition responsibility as well as managing hiring manager/candidate expectations
Educate candidates on the career growth potential, benefits, compensation philosophy and many advantages of employment, selling both the firm and the opportunity
Conduct appropriate compensation expectation conversations with both hiring managers and candidates to ensure closure of offers
Understand diversity goals and provide education to hiring managers in order to ensure and present a diverse candidate slate
Utilize the complete functionality of the applicant tracking system and maintain data integrity and controls
Required Qualifications, Capabilities, and Skills
Bachelor's degree required
3+ years of experience in full life cycle talent acquisition at a fast paced corporate environment or talent acquisition agency
Exceptional written and verbal communication skills
Able to work independently in a dynamic environment of change, challenge and multiple deadlines and priorities, high attention to detail
Possess a controls mindset; understand employment laws and regulations
Experience planning and managing networking event or projects
Superior multitasking, project management and presentation skills coupled with business acumen
Prior experience handling sensitive/confidential information
Able to tell a story with data and metrics
Strong time management skills, and the ability to consistently prioritize and re-prioritize
Preferred Qualifications, Capabilities, and Skills
Finance sector recruitment experience
$87k-132k yearly est. Auto-Apply 60d+ ago
Quantitative Financial Analyst
Bank of America Corporation 4.7
Finance consultant job in Pennington, NJ
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
Responsibilities:
* Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
* Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
* Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
* Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
* Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
* Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
Required Qualifications:
* Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
* 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
* Familiar with regulations and regulatory guidance on model risk management
Desired Qualifications:
* Master's degree or above
* Prior auditing background preferred
Skills:
* Critical Thinking
* Quantitative Development/Validation
* Risk Analytics
* Risk Modeling
* Technical Documentation
* Collaboration
* Problem Solving
* Risk Management
* Data Modeling and Trend Analysis
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$91k-141k yearly est. 39d ago
Analyst, Corporate Finance
Tonix* Tonix
Finance consultant job in Berkeley Heights, NJ
About Tonix*
Tonix is a fully integrated biotechnology company, publicly traded on NASDAQ (ticker: TNXP), with marketed products and a pipeline of development candidates The Company is focused on commercializing, developing, discovering, and licensing therapeutics to treat and prevent human disease. In August 2025, Tonix received FDA approval for Tonmya™ (cyclobenzaprine HCl sublingual tablets), a first-in-class, once-daily, non-opioid treatment for fibromyalgia. Tonmya is the first new fibromyalgia therapy approved in over 15 years, following successful Phase 3 trials demonstrating significant symptom improvement. Commercial launch is expected in the fourth quarter of 2025. Tonix also markets Zembrace SymTouch (sumatriptan injection) 3 mg and Tosymra (sumatriptan nasal spray) 10 mg, both indicated for the treatment of acute migraine with or without aura in adults.
Tonix's development portfolio includes product candidates in central nervous system (CNS), immunology, immuno-oncology infectious disease and rare disease. The CNS pipeline features both small molecules and biologics to treat pain, neurologic, psychiatric, and addiction conditions. The immunology portfolio includes biologics to address organ transplant rejection, autoimmunity, and cancer. The infectious disease pipeline includes a vaccine in development to prevent smallpox and monkeypox, which also serves as a live virus vaccine platform for other infectious diseases. Finally, the rare disease portfolio includes a product in development for Prader-Willi syndrome, which has both orphan drug designation and rare pediatric disease designation grants from the FDA.
Tonix owns and operates a state-of-the art infectious disease research facility in Frederick, Md.
Please visit ******************* for specifics on the pipeline.
*All of Tonix's product candidates are investigational new drugs or biologics and have not been approved for any indication.
Position Overview
The Analyst, Corporate Finance will be a detail-oriented and analytically minded finance professional responsible for supporting Tonix's financial planning and analysis (FP&A) activities. This role will contribute to budgeting, forecasting, variance analysis, and overall financial performance reporting. The ideal candidate will have strong analytical skills, exceptional attention to detail, and the ability to partner effectively with cross-functional stakeholders.
Essential Duties
Assist in the preparation of annual budgets, quarterly forecasts, and multi-year financial plans.
Gather, analyze, and interpret financial data to identify trends, variances, and drivers of performance.
Support monthly, quarterly, and year-end close processes, including variance analysis and management reporting.
Maintain and update financial models, dashboards, and planning tools.
Partner with business units to understand operational drivers and provide financial support for decision-making.
Prepare presentations, reports, and summaries for leadership and cross-functional stakeholders.
Assist in ad hoc financial analysis, scenario modeling, market research and special projects as needed.
Necessary Skills and Abilities
Strong Excel skills; ability to build and maintain financial models.
Analytical mindset with strong attention to detail and problem-solving skills.
Ability to communicate financial information clearly to non-finance stakeholders.
Basic understanding of financial statements (Income Statement, Balance Sheet, Cash Flow).
Preferred Skills
Experience with ERP systems, preferably Net Suite and planning tools (e.g., Adaptive, Anaplan).
Knowledge of data visualization tools (Power BI, Tableau).
Prior experience in corporate finance, budgeting, or a similar environment.
Experience with financial modeling (Budget, forecasting, variance analysis, three-statement modeling, DCFs, M&A)
Pharmaceutical/Biotech experience is a plus
Education and Experience Requirements
Bachelor's degree in Finance, Accounting, Economics, or a related field
1-3 years of relevant experience (FP&A, budgeting, accounting, or financial analysis). Pharmaceutical/Biotech experience is a plus.
Salary Range$70,000-$120,000 USD
Recruitment & Staffing Agencies
Tonix does not accept agency resumes unless contacted directly by internal Tonix Talent Acquisition. Please do not forward resumes to Tonix employees or any other company location; Tonix is not responsible for any fees related to unsolicited resumes.
Compensation & Benefits
Tonix provides a comprehensive compensation and benefits package which includes:
Medical, Dental & Vision Insurance, Basic and Voluntary Life and AD&D Insurance, Short- and Long-Term Disability Insurance, Flexible Spending Accounts, Health Savings Account, and Employee Assistance Programs
Pet Insurance
Retirement Savings 401k with company match and annual discretionary stock options
Generous Paid Time Off, Sick Time, & Paid Holidays
Career Development and Training
Tonix provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, genetics, or any other characteristic protected by law. In addition to federal law requirements, Tonix complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, and training. Tonix expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic, information, disability, veteran status, or any other characteristic protected by law.
$70k-120k yearly Auto-Apply 32d ago
2027 Commercial & Investment Bank Global Payments Summer Analyst Program
**Recruitment Fraud Alert** We've learned that scammers are impersonating Commvault team members-including HR and leadership-via email or text. These bad actors may conduct fake interviews and ask for personal information, such as your social security number.
**What to know:**
+ Commvault does _not_ conduct interviews by email or text.
+ We will never ask you to submit sensitive documents (including banking information, SSN, etc) before your first day.
If you suspect a recruiting scam, please contact us at ******************************
**About Commvault**
Commvault (NASDAQ: CVLT) is the gold standard in cyber resilience. The company empowers customers to uncover, take action, and rapidly recover from cyberattacks - keeping data safe and businesses resilient. The company's unique AI-powered platform combines best-in-class data protection, exceptional data security, advanced data intelligence, and lightning-fast recovery across any workload or cloud at the lowest TCO. For over 25 years, more than 100,000 organizations and a vast partner ecosystem have relied on Commvault to reduce risks, improve governance, and do more with data.
**_Join us for our Summer 2026 Internship Program!_**
The finance team is looking for an intern this summer!
**Responsibilities:**
+ Calculate Commission Payments: Analyze and calculate commission payments for the sales team, ensuring accuracy and consistency in commission-related data.
+ Data Analysis: Evaluate and assess the accuracy of sales reports and commission data, providing insights that drive performance improvements.
+ Collaboration: Work closely with sales and finance teams to resolve commission-related issues and ensure timely payment of commissions.
+ Reporting: Produce reports and presentations related to commission data, summarizing findings for management and stakeholders.
+ Process Improvement: Identify opportunities for process improvements in commission calculations and reporting, implementing best practices to enhance efficiency.
**Qualifications:**
+ Actively pursuing an undergraduate or graduate degree in Accounting or Finance
+ Ability to work in a fast paced and dynamic environment
+ Strong problem-solving skills
+ Highly detail oriented with a strong sense of accountability
**Eligibility Requirements**
1. Be at least 17 years of age prior to scheduled start date.
2. Be currently enrolled at an accredited institution.
3. Be enrolled at an accredited institution the semester immediately following the summer internship program (Fall 2026).
**Must be available to work from Tuesday May 26th until Friday August 7th.**
**You'll love working here because** ·
+ We care. Our Vaulters aren't just colleagues; they're a community that supports and inspires each other every day.
+ Real work. Real impact. Forget busywork-our interns tackle meaningful projects that make a difference. You'll leave with skills, confidence, and experience that set you apart.
+ Connections that count. Our program opens doors to different business functions, giving you the chance to collaborate, network, and build relationships that last well beyond your internship.
\#LI-DNI
Thank you for your interest in Commvault. Reflected below is the minimum and maximum base salary range for this role. At Commvault we use broad salary ranges in our job postings to reflect the diverse levels of expertise and experience among our candidates and is not reflective of the total compensation and benefits package. The specific salary offered will be determined based on your unique qualifications, including your relevant experience, skills, and the value you bring to the role. While the range provides a general idea of the compensation, it is important to note that placements within the range are not automatic and will be carefully considered to ensure a fair and competitive offer. We are committed to rewarding talent and experience.
Pay Range
$39,520-$118,560 USD
Commvault is an equal opportunity workplace and is an affirmative action employer. We are always committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status and we will not discriminate against on the basis of such characteristics or any other status protected by the laws or regulations in the locations where we work.
Commvault's goal is to make interviewing inclusive and accessible to all candidates and employees. If you have a disability or special need that requires accommodation to participate in the interview process or apply for a position at Commvault, please email accommodations@commvault.com For any inquiries not related to an accommodation please reach out to ****************************** .
Commvault's Privacy Policy (*****************************************
$39.5k-118.6k yearly Easy Apply 9d ago
Senior Analyst - Investor Relations
The Funding Corporation
Finance consultant job in Jersey City, NJ
Senior Analyst - Investor Relations
ACCOUNTABLE TO: Senior Vice President - Investor Relations
Job Type: Full-time
About the Company:
The Federal Farm Credit Banks Funding Corporation (Funding Corporation) is a financial institution that issues debt securities to finance the loans, leases, and operations of the Farm Credit System (FCS), the network of borrower-owned lending institutions serving the U.S.'s rural communities and agriculture sector.
The Funding Corporation's services help to connect securities market investors with the System's vital mission: to facilitate the growth of farmers and rural communities, thereby strengthening the American agricultural system.
Why Work With Us:
At the Funding Corporation you have the ability to be part of something special, leveraging your knowledge and skills to support the people who help feed, fuel and clothe the world. The Farm Credit System supports rural communities and agriculture with reliable, consistent credit and financial services, today and tomorrow.
We offer a positive company culture where you will work alongside kind people in a collaborative environment and emphasis on maintaining work-life balance.
POSITION OBJECTIVES: Support Head of Investor Relations and department in efforts to build and maintain a diverse investor base for Farm Credit Debt securities. Contribute to development and execution of investor relations strategies and messaging. Assure database and Funding Corporation website integrity for efficient use in investor development.
PRINCIPAL RESPONSIBILITIES
Collaborate with the Senior Vice President to develop and execute an Investor Relations (IR) plan designed to strengthen existing relationships and build new relationships with institutional investors.
Utilize investor data to help drive IR strategy and assist with all aspects of planning, preparing and executing investor meetings, calls, conferences and
Support investor message development by monitoring, researching and reporting on industry trends.
Collaborate with finance, financial management and information systems teams to assure timely and accurate messaging.
Create investor profiles, verify reports and provide analysis to support investor marketing and targeting.
Maintain the investor memos and activity records (currently in Microsoft Dynamics 365).
Develop marketing material including investor presentations, website content, reports, etc. and maintain IR webpage content.
Collaborate with IR Database Administrator to assure data integrity.
Engage with individuals within the Farm Credit System.
Participate in select meetings, conferences and road shows.
Willingness to travel for investor meetings, industry events and conferences occasionally.
Other projects/research/analysis as assigned.
BACKGROUND & QUALIFICATIONS
Bachelor's degree in Finance, Business, Communications or related field.
2+ years of prior work experience in capital markets or comparable
Understanding of financial reports and other investor documentation and communication.
Strong interpersonal skills that will help to develop and maintain relationships with key
Strong written and verbal communication skills. Ability to synthesize information in a clear and concise manner.
Understanding of debt market, buy-side capital market.
Understanding of dealer groups and debt capital markets ecosystem.
Interest in U.S. Agriculture industry.
Proficiency in Microsoft Office Suite: Word, Excel, Outlook, and Familiarity with CRM software.
Ability to multi-task and meet strict
Excellent attention to detail.
Additional Information:
Office location - 101 Hudson Street, Suite 3505, Jersey City, NJ
Hybrid Work Schedule: Onsite T/W/TH, Remote M/F
Compensation range: $80-95k (DOE)
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
The Funding Corporation is an Equal Opportunity Employer and does not discriminate based on race, color, religion, national origin, sex, age, marital status, disability, protected veteran status or any other status protected by federal, state or local law.
$80k-95k yearly 60d+ ago
Corporate Actions Analyst
Insight Global
Finance consultant job in Jersey City, NJ
The Corporate Actions Analyst will require an independent, self-motivated individual that will provide daily Corporate Action support of Global Equity Finance & Stock Loan Operations, for developing and executing goals and objectives regarding business delivery and operational effectiveness for internal business partners and external customer relationship management, change and risk management and control, within the context of the approved operational plan and team objectives. Daily responsibilities include the reconciliation and processing of North American and International corporate action events across all the Equity Finance platforms for Capital Markets. SME on the FIS XSPRISA and BPS; FIS platforms. Provides daily Operational support functions to BMO trading/lending desks as well as the underlying Swap Prime Brokerage clients.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** .
Skills and Requirements
2+ years of Corporate Actions processing
Strong knowledge and understanding of Asset servicing processing
Knowledge of all traded products of Capital Markets
Experience with systems and applications such as DTC, ADP/BPS, -Background in Settlement operations and handled dividends
$64k-96k yearly est. 60d+ ago
Analyst - Corporate Rewards
EXL Talent Acquisition Team
Finance consultant job in Jersey City, NJ
internal system error
qualifications are required
creating a test requisition
$64k-96k yearly est. Auto-Apply 60d+ ago
Private Client Financial Advisor - Newark, NJ
Citizens 2.9
Finance consultant job in Newark, NJ
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Already have a background in learning & development (L&D)? Join the Commercial & Investment Banking (CIB) Learning Team!
As a Learning Senior Associate on the CIB Banking Learning team, you will provide best-in-class training to support the business' priorities and to attract and retain top talent in the industry. Through strong partnership with the business, human resources (HR) colleagues and L&D partners, you will be involved in every stage of the training cycle including needs assessment, design, delivery and post- program evaluation. Our training programs are distinguished by extensive business engagement of senior Global Investment Banking and Global Corporate Banking leaders and teams. You will also have the opportunity to participate in CIB HR projects and new initiatives.
Job Responsibilities
Work with subject matter experts and/or vendors to own end to end development and execution of training programs, including curriculum design, logistics, planning, pre-work, speaker prep and post-program activities
Keep key business and HR stakeholders apprised of new initiatives and provide updates on priority core deliverables
Manage rosters and communications including corresponding with participants regarding enrollment and program logistics
Establish strong relationships and ongoing dialogue with key stakeholders in coordination with the team and global learning & development colleagues
Identify training needs in partnership with the HR business advisors, development, training colleagues and all key business stakeholders
Facilitate and/or moderate virtual or in person classroom sessions in partnership with Learn colleagues and banking subject matter experts
Analyze effectiveness of training delivered against program objectives through thoughtful analysis of key metrics
Liaise and partner with vendors delivering technical, product and professional training to ensure successful delivery for our clients
Assist with special projects
Required Qualifications, Capabilities, and Skills
Bachelors' degree or 5+ years in relevant work experience
Strong project management and organization skills with ability to prioritize and manage multiple projects simultaneously
Excellent communication skills (verbal and written)
Driven, enthusiastic and positive "can-do" attitude
Meticulous attention to detail and excellent organizational skills
Self-motivated with the ability to work independently to meet deadlines and produce quality results
Ability to anticipate needs and/or problems; take steps to resolve them and know when to escalate
Flexibility in work hours when required by training programs
Preferred Qualifications, Capabilities, and Skills
Bachelor's degree in finance, business, project or program management
Experience in education and/or learning and development
Prior public speaking or facilitation experience, confidence in addressing large or senior audiences
$87k-132k yearly est. Auto-Apply 60d+ ago
Investment Consultant II - Merrill Premium
Bank of America Corporation 4.7
Finance consultant job in Pennington, NJ
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
Required Qualifications:
* Series 7 & 66 required (if not currently held, Series 66 must be obtained within 90 days)
* Demonstrated passion and interest in financial markets
* Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
* Strong analytical and organizational skills
* Detail oriented, with good follow-up skills
* Strong interpersonal skills
* Ability to multi-task in a dynamic environment
* Requires basic knowledge of the organization, products and/or services
* Requires knowledge of financial markets and trading strategies
* Excellent verbal and written communication skills
* Proven ability to meet and exceed productivity and performance goals
* Must be technologically savvy and able to quickly learn new systems
* Ability to adapt and seek solutions for customers in a fast-paced environment
* Must be flexible to work assigned shift within center hours of operation
* Strong desire for point of call resolution
* Focus on client satisfaction
Desired Qualifications:
* Call center experience is preferred but not required
* Previous Brokerage experience is a plus
* 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
Shift:
1st shift (United States of America)
Hours Per Week:
40
$54k-92k yearly est. 34d ago
2027 Commercial & Investment Bank Global Payments Summer Analyst Program
Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
**Required Qualifications:**
**- Series 7 & 66 required** (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
**Desired Qualifications:**
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
How much does a finance consultant earn in Franklin, NJ?
The average finance consultant in Franklin, NJ earns between $64,000 and $127,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.