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Junior Financial Advisor & Client Services Specialist
Job in
Elizabeth, Union County, New Jersey, 07215, USA
Listed on 2026-08-29
Listing for:
OnePoint BFG Wealth Partners
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
OnePoint BFG Wealth Partners in Parsippany, NJ invites a Junior Financial Advisor to join on-site. This role blends client-service support with advisor-facing operations, ensuring advisors have the tools, systems, and timely information to service clients and grow relationships.
You will maintain CRM data, coordinate with operations, compliance, technology, and trading, and assist with client planning tasks. Ideal for someone aiming to progress to a Servicing Advisor.
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