Wealth Management Associate: Client Relationship Specialist
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-06-26
Listing for:
Beacon Trust
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Accounting & Finance, Financial Services
Job Description & How to Apply Below
Beacon Trust in Morristown, New Jersey is seeking an Associate Relationship Manager I to support senior advisors in the financial planning process. In this role, you will engage in client on-boarding, data management, and assist in preparing for client meetings, all while demonstrating professionalism and client service excellence.
The ideal candidate will have a Bachelor’s degree in Management, Finance, or Business Administration and relevant experience in the financial industry, as well as excellent communication skills. This position offers a collaborative work environment with opportunities for growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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