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Investment banker jobs in New Jersey

- 687 jobs
  • Trader

    Aptimized

    Investment banker job in Wayne, NJ

    Job Title: Refined Fuel Trader / Trade Platform Designer → Operations & Trading Management Lead Type: Contract to Hire. This role is based in the NY/NJ region. We will consider candidates who live outside the area if they can travel to New Jersey during the work week on a consistent basis. This role reports to the Head of Trading / Commercial Director / Platform Program Lead Role Summary (Two-Phase Role) This position is intentionally structured in two stages: Phase 1: Platform Design & Build (Initial Focus) For the first portion of the role, the successful candidate will act as a front-office refined products trading SME and workflow owner, helping design, validate, and launch a new refined fuels trade platform. The candidate will translate real trading-desk needs into system requirements across the full lifecycle: origination → pricing → execution → logistics → due diligence/KYC → settlement. Phase 2: Operations / Management Transition (Post-Launch Focus) After the platform is live and stable, the role will transition into a leadership seat overseeing trade operations, execution integrity, platform adoption, and ongoing optimization, with continued commercial/trading contribution as appropriate. This is a rare opportunity to design the system first, then run the business on it. Key Responsibilities Phase 1 - Platform Design & Launch Ownership Serve as trader-in-the-loop product owner for the design of a refined fuels trading platform. Define platform requirements and user stories based on real desk workflows: deal capture & pricing (Platts/Argus benchmarks, diffs, EFPs) hedging and paper links to physical trades shipping & scheduling (laycans, nominations, re-routes) terminal/storage integration credit checks & limits documentation, confirmations, invoicing, settlement Map and build in real-world exceptions: quality disputes, partial lifts, demurrage, claim handling, washouts, swaps/rolls. Lead UAT, go-live validation, and trader/ops acceptance testing. Partner with engineering/UX to ensure adoption-ready workflows. Phase 1 - Trading & Market Expertise Input Provide refined products trading expertise to ensure platform matches market and execution reality. Help shape product scope including: EN590 / ULSD / Gasoil Jet A1 / Av-kerosene Gasoline (multi-grade) Fuel Oil (HSFO/VLSFO/MGO blends) Naphtha + blending components Validate arb, freight, storage, and blending economics logic in platform tools. Phase 2 - Operations & Management Lead (Post-Launch) Lead trade operations and execution quality once the platform is live. Run the refined fuels trade lifecycle on the platform: execution governance, logistics coordination, due diligence/KYC/credit integrity, and settlement reconciliation. Own platform adoption, training, and operational KPIs. Drive a continuous improvement roadmap based on live desk feedback. Manage or help build the operations/trading support team as volume scales. Continue commercial/trading contribution as appropriate. Required Experience & Qualifications 7-15+ years refined products trading at a major trading desk (Mercuria / Trafigura / Vitol / Glencore / BP / Shell / TotalEnergies / Gunvor). Demonstrated refined fuels P&L capability and deep physical execution knowledge. Hands-on experience with front-to-back trading platforms, such as: Endur/Openlink, Allegro, RightAngle, SAP CTRM, AspectCTRM, Brady/Eka, Murex Execution/market access: ICE, CME/NYMEX, Trading Technologies, Trayport Post-trade digitization a plus: VAKT, Komgo Strong logistics fluency: shipping, storage, blending, inspections, claims. Ability to convert desk workflows into platform requirements for technical teams. Bachelor's degree in Finance, Economics, Engineering, or similar. Preferred / “Edge” Capabilities Prior involvement in CTRM migrations, UAT, platform upgrades, or desk buildouts. Existing counterparty network with refiners, NOCs, wholesalers, and end users. Comfortable bridging front office, ops, credit, compliance, and engineering. Builder mindset with high standards for usability and controls.
    $75k-124k yearly est. 2d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Investment banker job in Westfield, NJ

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $77k-138k yearly est. Easy Apply 60d+ ago
  • Investment Banking Program (USA) (enable auto approvals)

    JPMC

    Investment banker job in New Jersey

    As a Business Analyst II, you'll be responsible for documenting, reviewing, analyzing, and designing business processes and systems based on user needs, in adherence to established Change Control policies and procedures. You'll work with business partners to ensure consistency in implementing change related to the system, policy, and procedural enhancements that are required to move to a future state. You'll work in an environment that offers a wide degree of creativity and latitude with the expectation of high performance and results. Additional responsibilities: Establish/Create/Analyze reports relevant to Operations functions Propose process reengineering solutions to resolve current process breaks and identify areas of opportunity for improvement Elicit project or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task, and workflow analysis Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs Proactively communicate and collaborate with external and internal customers to analyze information needs and functional requirements Drive and challenge business units on their assumptions of how they will successfully execute their plans and assist with creation of processes and procedures Serve as the conduit between the customer community (internal and external customers), support teams, business units and the development team through which requirements flow Develop requirements specifications according to standard templates using natural language Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs Requirements: Three to five years managed account experience highly desired; focus on service, project management or support preferred Accelerated skills in MS Office, including Excel and Access Strong analytical and time management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, including executives, managers, and subject matter experts Demonstrate organizational skills and ability to handle working within strict timelines High level of professionalism in leading groups and process improvement initiatives Experience in using enterprise-wide requirements definition and management systems and methodologies required Ability to work nonstandard hours, including early morning, late evening, and weekends to accommodate testing schedule requirements
    $123k-194k yearly est. Auto-Apply 60d+ ago
  • Investments Intern - Summer 2026

    Fortitude Re

    Investment banker job in Jersey City, NJ

    Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world's leading providers of legacy reinsurance solutions. They work with the world's leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re's roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re's leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re. Be a part of our 10-week Internship Program, where you will have the opportunity to apply knowledge gained through your college courses. Becoming an Investments Intern is a great way to enhance your business acumen and gain insight into our industry. Interns are placed into meaningful roles that have an immediate and integral impact on the business. The internship will be based in our Jersey City, NJ office and will run from June 1 2026, through August 7 2026. You must be available for all 10 weeks of the program. What You Will Do: Support the calculation of cashflows, risk metrics, and other analytics for structured and other investment assets. Assist in developing quantitative tools and models to evaluate new and existing investment opportunities. Collaborate with Investment Managers and internal teams to support investment recommendations and portfolio strategies. Participate in due diligence on potential asset acquisitions and assist in developing related asset strategies. Support onboarding of new reinsurance deals and asset managers, including portfolio setup and data validation. Provide operational support for portfolios, including reconciliations and transaction monitoring. Assist in preparing compliance and performance reports to ensure adherence to investment guidelines. Review and maintain data quality across investment systems, researching and resolving discrepancies as needed. Help prepare presentation materials summarizing investment performance, risk, and strategy for senior management. Contribute to automated reporting processes that track portfolio positions, activity, risk, and compliance. Help develop and enhance automated dashboards and data tools for investment analysis and reporting. What You Will Have: Rising senior pursuing a bachelor's or master's degree in finance, economics, computer science or investments. A willingness to work towards CFA designation is preferred. Relevant work experience for master's candidates. Proficiency in Python and SQL is required. Strong analytical capabilities. Advanced Excel skills are required. Familiarity with more sophisticated data science techniques (SQL, R, Python, MatLab) and experience with Bloomberg is a plus. Very strong written, verbal, and interpersonal communications skills to clearly articulate sophisticated concepts, ideas and processes. Presence and credibility to present effectively to key senior management. Applicants must be authorized to work for any employer in the U.S. We are unable to consider applicants who will now or in the future require sponsorship for an employment visa. The standard benefits listed below are offered to full-time employees. At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone-regardless of background, race, religion, sexual orientation or gender identity-feels valued and respected is a foundation of our culture. We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law. To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes. Check us out on YouTube: About Fortitude Re (youtube.com) By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes.
    $50k-92k yearly est. Auto-Apply 30d ago
  • Associate, Investment Operations, Loan Operations - Short Hills, NJ

    Blue Owl Capital Holdings 4.0company rating

    Investment banker job in Short Hills, NJ

    Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives . With over $295 billion in assets under management as of September 30, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit *************** Blue Owl is seeking an energetic Loan Professional in Investment Operations responsible for supporting the end-to-end loan cycle in private and liquid credit from origination of the loan to buying and selling in the primary and secondary market. This role plays a key part in maintaining operational excellence while supporting the organizations' s fast growing lending space. The ideal candidate can multi-task in a fast-paced environment Responsibilities Perform reconciliations of cash and positions for debt and equity investments across all Blue Owl BDCs and Private Funds, including respective asset based SPVs, CLOs, corporate revolvers Prepare time sensitive funding memos related to direct fundings, borrowings and other cash settlements Ability to effectively push settlements with counterparties and agents to ensure timely closings either through ClearPar or paper settlements Assist with any corporate actions or amendments through LendAmend or other applicable platforms Process restructurings in WSO and provide direction to the custodians to align appropriate accounting records Coordinate all assignments, participations, and private debt investments into BDCs, Private Funds, CLOs and SPVs by working closely with the SPV and Accounting Teams Address inquiries from internal or external teams on the investment activities Maintain up to date and accurate investment activities in WSO especially during monthly or quarterly period Help with any loan documentation supports for auditors and valuation team Identify and escalate any discrepancies in investment positions as it relates to trading activities, paydowns, or accruals Collaborate closely with our offshore partner to ensure all workflows has been completed timely and accurately Requirements 1-3 years of experience in the financial services industry Professional background in loan operations High level of professionalism Takes initiative and is solution-oriented in all interactions Strong problem-solving skills Excellent interpersonal skills, including oral and written communication Ability to effectively prioritize and manage daily, weekly, and monthly workloads Ability to multitask while staying focused Bachelor's degree required It is expected that the base annual salary range for this New York-based position will be $85,000 - $105,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
    $85k-105k yearly Auto-Apply 26d ago
  • Private Client Banker - Lakewood Madison, NJ - NJ Monmouth Ocean Market

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Lakewood, NJ

    JobID: 210684042 JobSchedule: Full time JobShift: Base Pay/Salary: Lakewood,NJ $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $51k-120k yearly est. Auto-Apply 38d ago
  • Personal Banker - Wall - Full-Time

    Provident Bank 4.7company rating

    Investment banker job in New Jersey

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction. The Personal Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office. Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments. The Personal Banker may also research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization. This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures. This position may be eligible to obtain Life and Health Licensing. All Provident Bank employees are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement. Works under general supervision. KEY RESPONSIBILITIES: Sales Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships Advance the Bank's Corporate Sales Program through the consultative need's assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business. Service Identify opportunities with customers and prospective customers through lobby management. Assist customers and prospective customers with digital technologies and provide referrals to other lines of business. Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards Responsible for sales and service Execute expectations for a positive customer service experience Operations Ensures operational and financial safety and soundness in accordance with Bank's policies, compliance, and applicable laws and regulations Leverages lobby management as a tool for controlling and mitigating risk Establishes customer identity according to guidelines and adheres to all other compliance procedures Assists branch management with branch operations as needed Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions Assists in training other branch employees Provides support to the contact center when there are high call volumes Handles customer inquiries by telephone Provides access to safe deposit boxes MINIMUM QUALIFICATIONS: High school diploma or GED Minimum of 6 months of sales and service experience in a customer facing retail environment Strong interpersonal skills, including listening, written and verbal communication Ability to work a flexible schedule based upon the needs of the business Demonstrations positive and professional demeanor with all customers and co-workers Strong math and analytical skills Understand and adhere to safety and security practices Demonstrate and apply good relationship building skills Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities Strong customer service/advocacy skills Strong organizational and time management skills Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence. PREFERRED QUALIFICATIONS: Prior Retail banking experience Life and Health Licenses to support investment program WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed. Lifting from 5 to 25 lbs. (Coins) Prolonged sitting/standing Occasional bending or stooping (To retrieve coins from individual vault) Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $17.90 - $22.36 Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
    $17.9-22.4 hourly 60d+ ago
  • Investment Associate (Financial Services Career Development Program)

    Hennion & Walsh

    Investment banker job in Parsippany-Troy Hills, NJ

    Investment Associate People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual to thrive in the financial services industry. We pay you while you study and prepare to take the various exams needed to be a licensed financial advisor. Once you have passed the examinations, your salary continues while you begin learning and understanding the skills it takes to succeed as an advisor, or one of the other available roles, at Hennion & Walsh. Hennion & Walsh provides ongoing training and support to all of our advisors. We have a proven success model that enables you to build a long-term career. If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. We are looking for performance-driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams. Overview Hennion & Walsh is an advocate to the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Investment Associates. Our ideal candidates thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings! Opportunity • Work for a successful investment firm dedicated to performance, integrity, service, and innovation • Gain business expertise and market knowledge through our comprehensive training and mentoring program • Perform in an energetic, open environment • Succeed in an achievement-based culture Qualifications • Bachelor's degree or equivalent combination of education/experience • Personal or professional track record of achievement • Highly professional work ethic • Ability to handle multiple responsibilities and take initiative • Excellent organizational and time management skills Benefits • Competitive compensation • Open and supportive team-based environment • Full medical and dental benefits • 401(k) plan with company match The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation. Please note this role requires in-person attendance. Placement in the range will vary based on performance throughout the training period. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.
    $30k-61k yearly Auto-Apply 1d ago
  • Financial Services Representative I

    Andrews Federal Credit Union 4.2company rating

    Investment banker job in New Jersey

    Job Details Branch 54 McGuire - JB MDL, NJ $21.25 - $27.00 HourlyDescription When you choose a job at Andrews Federal Credit Union, you give yourself the opportunity to grow, advance and make a difference. Andrews Federal is a mission-driven financial institution that focuses on giving members the tools they need to reach their financial goals. We are continually developing our team of dedicated employees who are ready to serve. To create and retain this elite workforce, we offer highly competitive compensation and benefits plans, including highly desirable features like: 12 Paid Holidays a Year, Including Your Birthday Retirement Plans - 401(k) with a 6% Match Childcare Stipend up to $2600 to assist Working Families Discount on Lending Products. Tuition Reimbursement and Career Development Programs and Opportunities Employee Assistance Program - 24/7 Support for Families Affordable Healthcare Plan including Medical, Dental, Vision, and Rx Employer paid Long Term Disability, Life Insurance, and AD&D Short-Term Disability Vacation Leave and Sick Leave Free Parking And when you are part of Team Andrews, you have the opportunity to be part of something bigger-- to support the financial goals and dreams of Andrews Federal members in the US, Europe and worldwide. Come be a part of our success story - and let us help you shape your career story! Purpose of Position The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organization's core values. ESSENTIAL DUTIES The position's essential duties include the following: Assumes responsibility for the efficient, effective, and accurate performance of Teller functions. Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services. Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs. Responds to member's requests, problems, and complaints and/or direct them to the proper person for specific information or assistance. Build positive relationships with other lines of business by interacting with other business units. Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs. Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies. Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization. Volunteer for SEG sign-ups and other credit union activities. Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act. REQUIRED EXPERIENCE High school diploma or GED. Must have 6 months experience in a sales/service role within the financial services industry or other types of retail businesses. Excellent interpersonal, verbal and written communication skills. Knowledge of how the financial markets impact the financial services industry and excel at representing credit union products and operations Minimal travel amongst branches may be required. PHYSICAL REQUIREMENTS The ability to sit and/or stand for extended periods of time. Must be able to use a computer keyboard and a 10-key calculator. PAY RANGE $21.25 to $27.00 In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
    $22k-31k yearly est. 60d+ ago
  • Banker

    Blue Foundry Bank

    Investment banker job in Florham Park, NJ

    This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. BANKER Department: Florham Park Reports to: Branch Relationship Manager Position Summary: The Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-selling bank products and services with the goal of deepening relationships. Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker. The right person for this role is professional and capable of face-to-face interactions with customers to address complex financial needs and technologically savvy as it relates to bank services. The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors. Primary Responsibilities: Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors. Evaluates and identifies financial needs and presents appropriate products/services to meet those needs. Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.) Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.) Participates in branch activities and events planned by Branch Management. Focus on achieving individual and team goals. Performs all teller related duties, including managing a cash box, replenishing cash in ATM/ITM's, maintaining adequate supplies for customer use, conducting monthly audits, and related activities. Keen attention to all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures. Competently and confidently teaches and demonstrates self-service options to customers. Additional Responsibilities Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures. Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests. Promotes the security and safety of all employees and customers by complying with the Security Program. Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures. Participates in business development efforts as assigned. Assists in other areas of the bank/branch as required. Job Requirements : High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR ; College degree, with a minimum of one year of banking, retail, or equivalent experience. Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times. Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods. Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.). Cash handling experiences preferred. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status. Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines: • $100 after the new employee has completed his/her three-month anniversary • $400 after the one-year anniversary Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.
    $39k-87k yearly est. Auto-Apply 58d ago
  • Global Trade Finance Rep III (US)

    TD Bank 4.5company rating

    Investment banker job in Mount Laurel, NJ

    Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** _The Global Trade Finance Representative III works with relationship managers by answering emails, confirming documents for renewal and working with amendments on stand by letters. They will ensure all proper documents, approvals and credit approvals are received._ **Onsite** **Location: 6000 Atrium Way Mt Laurel NJ** **Schedule: Monday-Friday 8:30am-5:00pm EST** **Depth & Scope:** + Acts as a resource for Global Trade Finance Rep I and II + Receives new letters of credit and/or amendment for issuance or advising + Reviews for compliance and consistency with letter of credit terms + Processes, accepts, and/or affects payments on Import/Export Documentary Collections + Answers and resolves investigations and Customer inquiries + Verifies authenticity of letter of credit transactions by ensuring the information is properly authenticated + Examines letter of credit documents ensuring all letter of credit terms have been complied with or notifies of discrepancies + Assists account officers with clarifications of terms, pricing, and discrepancies + Informs manager of any Customer issues + Collects and processes fees + Maintains high level of technical and procedural expertise including knowledge of company products and services + Maintains high level of understanding of letter of credit products **Education & Experience:** + High School Diploma or GED + 5-7 years of related experience + Excellent Customer Service skills + PC Literate + Expert product knowledge + Strong knowledge and experience of International Trade Products + Demonstrated knowledge of rules and regulations that govern Letters of Credit and/or Documentary collections + Team Player **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $24-33.5 hourly 4d ago
  • Float Banker - NVE

    Ion Bank 3.7company rating

    Investment banker job in Englewood, NJ

    Job Type: Hourly, Full-Time Who We are: At NVE, a Division of Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties. As a Banker you are responsible for: Providing superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers. Responsibilities: Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy. Possess excellent working knowledge of all bank products and services, consumer, and business. Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs. Promote, cross-sell, and upsell bank products and services that meet customers' needs. Identify and refer customers or prospects to non-bank product associates as appropriate. Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers. Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number with appropriate training. Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing. Adjust to various branch traffic flows while maintaining efficiency and accuracy of work. Accurately balance self and branch office daily; order money; compile currency transaction reports. Process customer transactions accurately and courteously. Ensure that all work performed is complete and accurate. Assist in resolving problems with branch equipment, balancing, and operational issues. Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch. Education and Qualifications: High school diploma preferred. One year of retail banking experience, including teller, sales, or some comparable combination of education and experience. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank 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, disability status, or veteran status.
    $46k-81k yearly est. 60d+ ago
  • Entry-Level Financial Representative

    Evolution Financial Group

    Investment banker job in Southampton, NJ

    Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Attend virtual and in-person training to enhance financial expertise. Leverage company-provided marketing tools and industry resources. Attend hybrid meetings, including in-person team collaboration, as required. Develop client relationships and provide tailored financial strategies. Participate in structured coaching and mentorship programs. Qualifications: Competitive mindset with a history of leadership or achievement. No prior financial experience is required, and comprehensive training is included. Self-motivated, coachable, and driven to succeed. Must be authorized to work in the US. Excellent communication and relationship-building abilities. About Company Our mission is clear: To Do Good in our communities and for the families we serve. Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $30k-60k yearly est. 13d ago
  • Entry-Level Financial Representative

    Integrated Financial Concepts 4.1company rating

    Investment banker job in Roseland, NJ

    Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you'll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits include; Flexible schedule with a strong work-life balance. Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance. Training allowance and performance-based incentives. Company-sponsored professional development opportunities. Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Compensation: $60,000 - $100,000 Commission Based Responsibilities: Attend virtual and in-person training to enhance financial expertise. Provide guidance on insurance, investments, and retirement planning. Develop client relationships and provide tailored financial strategies. Ensure compliance with financial industry standards and licensing requirements. Engage in structured coaching, mentorship, and training programs. Qualifications: No prior experience in finance is required-comprehensive training is provided. Excellent communication and relationship-building abilities. Demonstrated leadership or a proven track record of success. Must be authorized to work in the US. Self-motivated, coachable, and driven to succeed. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $24k-36k yearly est. 15d ago
  • Personal Banker Raritan Valley District

    Wells Fargo 4.6company rating

    Investment banker job in Scotch Plains, NJ

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** + 649 Rte. 206 Hillsborough, NJ 08844 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $21.00 - $31.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 24 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-507532
    $25k-36k yearly est. 19d ago
  • Jr. Investor Relations Associate

    Apex Capital Group 4.2company rating

    Investment banker job in Kendall Park, NJ

    JR. Investor Relations Associate Compensation: $18 per hour Hours: 20 hrs per week About Us APEX CAPITAL GROUP is a dynamic real estate investment firm specializing in rental portfolios, income funds, and fix-and-flip projects. We manage multi-million-dollar investments and provide strategic financial growth opportunities for our investors. Job Summary We are seeking an ambitious and proactive Investor Relations Associate to join our team. This entry-level role is ideal for a junior or senior business student eager to gain hands-on experience in investment management, investor relations, and business development. Key Responsibilities: * Follow-up & Nurture Investor Pipeline: Engage with potential investors, track communications, and provide timely follow-ups to maintain relationships and build trust. * Conduct Initial Investor Consultations: Set up and conduct introductory meetings with investors, clearly articulating our investment strategies and opportunities. * Lead Generation & Outreach: Attend networking events, industry conferences, and company-sponsored functions to represent APEX CAPITAL GROUP and generate investor leads. * Investor Communication: Assist in drafting emails, newsletters, and reports to keep investors informed about ongoing projects and opportunities. * Database Management: Maintain accurate records of investor interactions and update CRM tools to track engagement and follow-ups. * Market Research & Industry Insights: Stay updated on market trends, competitor analysis, and industry developments to enhance investor conversations. * Workload is 10-20 hours per week RequirementsMinimum Qualifications: * Currently enrolled in a junior or senior year of a Business, Finance, Economics, or related program. * Strong communication and interpersonal skills with a professional demeanor. * Highly organized, detail-oriented, and able to manage multiple tasks efficiently. * Self-motivated with a proactive approach to networking and relationship building. * Proficiency in Microsoft Office (Excel, Word, PowerPoint) and familiarity with CRM software is a plus. * Prior experience in sales, customer service, or finance is beneficial but not required. BenefitsBenefits & Growth Opportunities * Hands-on experience in investment management and investor relations. * Networking opportunities with industry professionals and high-net-worth investors. * Potential for full-time employment post-graduation based on performance. * Compensation: $18//hour + Bonuses How to Apply Interested candidates should submit their resume and a brief cover letter explaining their interest in the role to:shomail@investwith APEX.com
    $18 hourly 60d+ ago
  • Personal Banker Supervisor - Hamilton, NJ

    First Bank Nj 3.8company rating

    Investment banker job in Hamilton, NJ

    The Personal Banker Supervisor provides exceptional sales and service to existing and prospective customers. Assists in creating and fostering a cohesive team and promoting a positive work environment. Demonstrate sound judgement and accountability with operational standards. They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers. In the absence of the Branch Manager or Assistant Branch Manager, will be responsible for overall branch management including but not limited to operations, sales management and productivity. Duties & Responsibilities: 1. Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services in a positive professional and efficient manner. 2. Meet sales referrals and cross-selling goals; knows the features and benefits of all products and services to satisfy the needs of the customers. 3. Participates in both internal and external sales activities including community and networking events 4. Assures quality of customer service and adherence to bank standards. 5. Establishes customer identity according to established guidelines and adheres to all other compliance procedures. 6. Assists with supervision, coaching and development of Personal Bankers. 7. Open new accounts. 8. Balance teller drawer daily 9. Handling daily branch proofs, including the ATM and Vault. 10. Performing Audits 11. Participate in the daily branch opening and closing 12. Decision overdraft report in absence of Manager or Assistant Manager. 13. Maintain customer confidence and protect the bank by adhering to all policies and procedures. 14. Assumes additional responsibilities as required. Qualifications * Bachelor degree preferred * High school diploma/GED * Two or more years of related experience in Financial Services industry * Basic knowledge of retail product philosophy, policy, procedures, documentation and systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Effective selling and referral skills * Strong verbal and written communication skills * Ability to work a schedule that includes Saturdays Job Type: Full-time Pay: From $45,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Paid time off * Referral program * Vision insurance Schedule: * 8 hour shift * Day shift * Monday to Friday * Weekends as needed Experience: * Cash handling: 1 year (Preferred) * Banking: 2 years (Required) * Customer service: 1 year (Preferred) Ability to Relocate: * Hamilton, NJ 08690: Relocate before starting work (Required) Work Location: In person
    $45k yearly 28d ago
  • Life Services Financial Services Representative

    Bank of America 4.7company rating

    Investment banker job in Pennington, NJ

    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! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research. Job Description: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. Responsibilities: - Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams - Focuses daily on service to sales with existing Merrill clients - Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals We'll help you - Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy - Get training and one-on-one coaching from academy managers who are invested in your success - Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide - Develop techniques to confidently engage with clients by telephone - Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to - Providing a world class client experience through point of call account servicing and resolution - Working in a well-compensated, highly collaborative environment - Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America Required Qualifications: - Is client-focused with a passion for excellence and a positive team attitude - Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment - Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams - Is an effective communicator with an aptitude for sales and relationship management - Has strong computer skills - Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication - Is ambitious, disciplined, hardworking, resilient, and willing to learn Additional Skills Used: - Attention to Detail - Critical Thinking - Customer and Client Focus - Oral Communications - Prioritization - Active Listening - Decision Making - Emotional Intelligence - Result Orientation - Written Communications - Account Management - Adaptability - Client Experience Branding - Coaching - Referral Identification **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.
    $23k-35k yearly est. 60d+ ago
  • Personal Banker Northern Monmouth District

    W.F. Young 3.5company rating

    Investment banker job in South Amboy, NJ

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): Spotswood - 200 Summerhill Road, Spotswood NJ 08884 East Brunswick - 756 Route 18, East Brunswick NJ 08816 South Amboy - 116 North Broadway, South Amboy NJ 08879 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 17 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $24k-28k yearly est. Auto-Apply 24d ago
  • Financial Services Representative State Farm Agent Team Member

    Manny Coby-State Farm Agent

    Investment banker job in Martinsville, NJ

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Manny has been proudly serving New Jersey and New York for over 25 years and leads two multi-lingual offices known for their professionalism and dedication. His pride in his accomplishments as an agent is reflected in the way his team shows up each daywith energy, commitment, and a strong focus on helping customers. Team members enjoy the benefits of a 401k plan and the flexibility needed for true work-life balance. If youre looking to join an experienced agency where your contributions are valued and your growth is supported, Mannys team could be the perfect place for you. POSITION OVERVIEW: Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. RESPONSIBILITIES: Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. REQUIREMENTS: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $24k-46k yearly est. 4d ago

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