Top 53 Wealth manager Jobs in Red Bank Nj

Investment Analyst - Family Office
Midas Wealth —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor - Brooklyn, NY
Citizens Financial Group —Brooklyn, NY
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Pricing Actuary - AI Trainer
DataAnnotation —Brooklyn, NY
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Financial Advisor
Tentek, Inc. —Little Silver, NJ
- $100,000 - $150,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
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Wealth Management Trainee (NY)
Bankers Life —Brooklyn, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Wealth Management Advisor - with Full Training and Development
Northwestern Mutual —New York, NY
- $55,000 - $159,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid training
- Health insurance
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13d
Financial Services Representative
Integrated Financial Concepts —Red Bank, NJ
- $80,000 - $135,000 a year
- Basic math
- Finance
- Bachelor's degree
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13d
Financial Services Professional (New Jersey)
WealthBridge Financial Group —Red Bank, NJ
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Communication skills
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2d
Wealth Management Associate (New Jersey)
WealthBridge Financial Group —Red Bank, NJ
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Communication skills
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2d
Financial Advisor
HJ Sims —Red Bank, NJ
- Mid-level
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Registered Wealth Management Client Associate
Bank of America —Iselin, NJ
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Associate
Equitable Advisors —Wall, NJ
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Entry Level – Financial Advisor
Equitable Advisors —Woodbridge, NJ
- $33,400 a year
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate, Investment & Markets Research
BBR Partners —New York, NY
- $90,000 - $120,000 a year
- Hybrid work
- Mid-level
- Business development
- Analysis skills
- Paid parental leave
- Health savings account
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Service Advisor - Brielle, NJ
Advisor Talent Solutions —Brielle, NJ
- $75,000 - $100,000 a year
- Evenings as needed
- Mid-level
- Office
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New Jersey
JPMorganChase —Edison, NJ
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Entry Level - Financial Advisor
Equitable Advisors —Woodbridge, NJ
- $33,400 a year
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Regional Sales Manager - PNC Wealth Management
PNC Financial Services Group —Red Bank, NJ
- $147,840 - $274,560 a year
- Full-time
- 5 years
- Office
- Master's degree
- Wellness program
- Health savings account
4d
Financial Advisor - New Jersey
Mid Penn Bank - Millersburg Branch —New Brunswick, NJ
- $60,932 - $125,000 a year
- Full-time
- Word processing
- Bachelor of Science
- Writing skills
- Employee stock purchase plan
- Paid holidays
Quick Apply
Financial Consultant (Queens & Brooklyn)
WealthBridge Financial Group —Brooklyn, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Communication skills
Quick Apply
2d

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wealth manager jobs near red bank nj

Investment Analyst - Family Office

Midas Wealth
New York, NY

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Customer communication
Series 7
Bachelor's degree
Data management
Attention to detail
Financial product expertise
Organizational skills
Data-driven problem-solving
Computer skills
Financial markets knowledge
Excel data analysis

Full Job Description

Job Summary:
The Investment Analyst will support the family office’s investment and advisory functions by analyzing portfolio performance, reviewing account activity, and preparing materials for client meetings. This role requires strong attention to detail, analytical skills, and the ability to translate complex financial information into clear, actionable insights for both internal stakeholders and clients.

Key Responsibilities:

Portfolio & Account Analysis

Review and analyze client account statements, performance reports, and holdings across asset classes
Monitor portfolio allocations and identify variances from target strategies
Evaluate investment performance relative to benchmarks and stated objectives

Investment Recommendations

Identify opportunities to rebalance portfolios or make allocation adjustments, as appropriate
Provide recommendations based on market trends, performance data, and client objectives
Collaborate with senior advisors and investment team members on strategy implementation

Client Meeting Preparation

Prepare client‑ready reports, presentations, and supporting materials
Summarize portfolio performance, key changes, and strategic recommendations in a clear, concise manner
Assist in developing meeting agendas and follow‑up action items

Data Management & Reporting

Maintain accurate records of portfolio activity and client holdings
Support ad hoc analysis and reporting requests from advisors and clients
Ensure data integrity across reporting systems and platforms

Required Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or a related field
1–3+ years of experience in investment analysis, wealth management, or a related role
Strong proficiency in Excel and financial analysis tools
Working knowledge of financial markets, asset allocation, and investment products

Preferred Qualifications

Series 7 license preferred
Progress toward or interest in pursuing CFA or other relevant professional designations
Experience working in a family office, wealth management firm, or investment advisory environment

Skills & Competencies

Strong analytical and problem‑solving skills
High level of attention to detail and accuracy
Ability to synthesize complex data into clear, actionable insights
Excellent written and verbal communication skills
Strong organizational skills with the ability to manage multiple priorities

Compensation & Benefits

We offer a competitive compensation package commensurate with experience, including:

Base salary range: $70,000 – $90,000 annually (depending on experience and credentials)
Performance-based bonus eligibility
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid professional development and licensing support
Generous PTO and flexible work arrangements

Equal Opportunity Employer

We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: Hybrid remote in New York, NY 10004

Quick Apply

Refine Your Search

wealth manager jobs in red bank nj

Investment Analyst - Family Office

Wealth Advisor - Brooklyn, NY

Pricing Actuary - AI Trainer

Financial Advisor

Wealth Management Trainee (NY)

Wealth Management Advisor - with Full Training and Development

Financial Services Representative

Financial Services Professional (New Jersey)

Wealth Management Associate (New Jersey)

Financial Advisor

Registered Wealth Management Client Associate

Wealth Management Associate

Entry Level – Financial Advisor

Associate, Investment & Markets Research

Service Advisor - Brielle, NJ

J.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New Jersey

Entry Level - Financial Advisor

Regional Sales Manager - PNC Wealth Management

Financial Advisor - New Jersey

Financial Consultant (Queens & Brooklyn)

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