Wealth Management Associate - NJ, Secaucus

Why consider this job opportunity

Employer Industry: Wealth Management Firm

• Flexible work-life balance to support your authentic self
• Sponsored pursuit of FINRA licensing and state licensing requirements
• Opportunity for career advancement through management and leadership development programs
• Access to a comprehensive benefits package including health, dental, and vision coverage
• Chance to earn professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC)
• Engage in community impact initiatives like "1,000 Hours of Giving Back" and annual scholarships

• Build and maintain client relationships to understand their financial needs and goals
• Participate in training programs to become proficient in financial products and market development
• Collaborate with team members on joint-work opportunities for hands-on experience
• Navigate the FINRA licensing process and fulfill state licensing requirements
• Contribute to the execution of the employer's financial strategies and customer experience initiatives

• Demonstrated patterns of success in previous roles or educational background
• Entrepreneurial mindset with a desire to network and build relationships
• Commitment to diversity, equity, and inclusion in the workplace
• Ability to engage in community service and social impact initiatives
• Willingness to pursue ongoing education and professional development

• Experience in financial services or related fields
• Previous participation in community service or engagement activities
• Familiarity with financial planning concepts and products
• Interest in leadership roles or management opportunities
• Background in diverse industries or roles that demonstrate adaptability

#Wealth Management #Career Development #Community Engagement #Flexible Work #Financial Planning

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