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Wealth Management Associate — Client Lead
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-01-06
Listing for:
PowerToFly
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Management Associate to provide exceptional client support and assist Financial Advisor teams. The role involves cultivating relationships, executing business plans, and providing operational support. The ideal candidate will have over 5 years of relevant experience and hold necessary financial licenses, including Series 7 and 66. Exceptional interpersonal skills and the ability to thrive in a fast-paced environment are essential.
This position offers a competitive salary and opportunities for career growth.
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Position Requirements
10+ Years
work experience
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