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Wealth Management Associate: Client Advisory
Job in
Edison, Middlesex County, New Jersey, 08818, USA
Listed on 2025-12-20
Listing for:
PowerToFly
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Edison, NJ seeks a Wealth Management Associate to serve as the first point of contact for clients. Responsibilities include building client relationships, assisting Financial Advisors with financial strategies, and delivering a positive client experience. The ideal candidate will have 5+ years of experience, licenses in SIE, Series 7, and 66, and strong communication skills.
This role offers a competitive salary range of $68,000 to $120,000 annually.
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Position Requirements
10+ Years
work experience
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