127 senior advisor jobs at 69 companies in Mount Laurel, NJ
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Senior Relationship Advisor
Wilmington, Delaware, United States
HybridFull Time
Northern TrustNasdaq: NTRS: Global provider of wealth, asset, and banking services.
12+ YOEExtensive fiduciary and wealth management experience; manage complex client relationships; JD or similar credential preferred; 12–15 years in trust/estate related roles.
Los Angeles or Pasadena or San Francisco or Washington or Plantation or Atlanta or Chicago or Fort Wright or Boston or Silver Spring or Kansas City or New York City or Philadelphia or Dallas
$152k-$210k/yrHybridFull Time
Employee Benefits Security Administration: U.S. federal government department administering labor laws and employment programs for workers, job seekers, and retirees.
1+ YOEAt least 1 year of specialized experience at GS-15 equivalent, with expert ERISA and employee benefits knowledge, senior-level policy analysis, strategic advising, and executive communication experience.
M&T BankNYSE: MTB: A diversified financial services providing banking and wealth management.
7+ YOEBachelor's degree or equivalent experience, 7+ years relevant experience managing ultra-high net worth clients, deep expertise in planning/investments/banking, strong communication and influencing skills, SAFE registration required.
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
Vanguard: Global investment management firm owned by its client funds.
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
Vanguard: Global investment management firm owned by its client funds.
8+ YOEEight years of related work experience, including at least five years in compensation. Undergraduate degree or equivalent training and experience required; graduate degree and compensation consulting experience preferred.
C&NNASDAQ: CZNC: Public bank holding providing banking, lending, wealth management, and insurance services across Pennsylvania and New York.
7+ YOEBachelor's degree and 7+ years advising high-net-worth clients; CFP, Series 7 & 66 required; Pennsylvania insurance license within 6 months; strong relationship management, business development, and leadership skills.
Wilmington Trust: M&T-owned Wilmington Trust provides corporate trust, custody, investment management, and wealth services to institutions and individuals.
7+ YOEBachelor's degree and 7+ years relevant experience; deep expertise in planning, investments, banking and fiduciary; SAFE Act registration; strong communication and interpersonal skills.
Mount Laurel or Los Angeles or Irvine or Austin or Chicago or Detroit or Denver or Houston or Miami or Boston or Somerset
$148k-$273k/yrHybridFull Time
WSPTSX: WSP: Global engineering and professional services consulting firm.
12+ YOEBachelor's degree required, 12+ years energy industry experience, strong technical/economic/regulatory knowledge, track record in transactions, client development, team leadership, and strong English communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Boyertown Area School District: Public K–12 school district serving students in southeastern Pennsylvania across Berks and Montgomery Counties.
Part-time co-curricular advisor at the senior high school. Requires required background clearances (child abuse, criminal, FBI) and ability to work with students; application materials include cover letter and resume.
Tampa or New York City or Boston or Chicago or Philadelphia or Stamford
$80k-$90k/yrOnsiteFull Time
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
Requires HR services or operations experience, employment law and local labor regulation knowledge, HRIS and Microsoft Office proficiency, stakeholder management, problem-solving, compliance, and project/change management skills.
Minuteman Security & Life Safety: Private security technology integrator serving commercial, educational, government, healthcare, and critical-infrastructure organizations.
5+ YOEBachelor's degree in communications or related field and 5+ years in corporate communications, public affairs, or public relations. Requires strong writing, editing, stakeholder engagement, campaign, and project management skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
Enterprise IT Communications Advisor, Senior or Advanced
Richmond or St. Louis or Cleveland or Philadelphia or Chicago or San Francisco or New York City or Kansas City or Boston or Atlanta or Minneapolis or Dallas
$121k-$191k/yrOnsiteFull Time
Federal Reserve Bank of Richmond: Public-service regional central bank serving the Federal Reserve’s Fifth District and supporting a sound financial system.
6+ YOE6+ years experience (Senior) or 10+ years (Advanced); Bachelor's in journalism/communications or equivalent; strong executive storytelling, technical writing, editing; Microsoft Office 365 skills; Adobe Creative Cloud preferred; cover letter required; U.S. citizenship or 3+ years permanent residency and subject to government security investigation.
Microsoft Office 365, Microsoft PowerPoint, Microsoft Word, Adobe Creative Cloud
Citadel Credit Union: Not-for-profit, member-owned Greater Philadelphia credit union providing banking, lending, insurance, and wealth services to members.
5+ YOERequires 5+ years in financial advisory or wealth management, active securities licensing, book-of-business growth, holistic financial planning, client relationship skills, and coaching ability.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA)
Washington or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or San Francisco or Rockville or Philadelphia or New York or Los Angeles
$158k-$371k/yrHybridFull Time
FINRA: Private nonprofit self-regulatory organization that supervises U.S. broker-dealers and protects investors.
12+ YOEBachelor's required, advanced degree (JD/MBA/master's) preferred; 12+ years in securities or market regulation; deep knowledge of FINRA/SEC rules; SIE required within 16 months; strong analytical and communication skills.
Advisor Consultant - Sacramento Metro (All Channels)
Wayne or Sacramento
$75k-$100k/yrRemoteFull Time
Hartford Funds: U.S. asset manager providing mutual funds, ETFs, and 529 college savings plans to financial professionals and investors.
5+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63 licenses, willingness to travel 80%, strong advisor relationships, public speaking, sales, problem-solving, and five years of external wholesaling preferred.
Bryn Mawr TrustNasdaq Global Select Market: WSFS: Public Delaware savings and loan holding providing commercial, retail, treasury, trust, and wealth-management services.
10+ YOEBachelor's degree required; 10+ years progressive trust department experience; fiduciary, tax and estate planning expertise; strong leadership, communication, and client-service skills; CFP/CFA/CTFA/JD preferred; must be authorized to work in the U.S. without sponsorship.
Bryn Mawr TrustNASDAQ: WSFS: WSFS Bank is a Delaware-headquartered federal savings bank serving consumers and businesses through banking and wealth-management services.
10+ YOEBachelor's degree required; 10+ years progressive trust experience; fiduciary, tax and estate planning expertise; leadership and client relationship skills; CFP/CFA/CTFA preferred; must be authorized to work in the U.S. without sponsorship.
TD WealthTSX: TD: Wealth, a TD Bank Group wealth-management business, provides planning, investment advice, private banking, and trust services.
7+ YOEManage a team of financial advisors; recruit, train, coach; licensed for Life/Health, Series 65, 7, 24; 7-10+ years experience; Bachelor's degree; travel ~75%; strong communication and leadership.
FiservNYSE: FI: Global leader in financial services technology solutions.
10+ YOE10+ years in large-scale engineering and architecture; 7+ years with Java/Spring Boot; experience with modernization, cloud, APIs, microservices; strong communication and analytical skills; Bachelor’s in IT preferred.