More jobs:
Client Advisor, Financial Planning
Job in
Lakewood, Ocean County, New Jersey, 08701, USA
Listed on 2026-08-26
Listing for:
BBF Wealth
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
A financial planning firm seeks a Service Advisor to manage and deepen existing client relationships. You will ensure client satisfaction by providing high-touch service and addressing client needs without prospecting for new business. Key responsibilities include facilitating client meetings, conducting reviews, and communicating market updates. A Bachelor's degree and 3 to 6 years of experience are required, along with SIE and Series licenses.
This role is based in New Jersey, with a salary range of $55,000 to $80,000.
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