Client Services Representative

Location: Parsippany

Description

A wealth management firm is seeking a client‑focused Wealth Advisor to lead planning conversations, manage client relationships, and guide families through all stages of their financial life cycle. This role combines relationship management, financial planning, and investment oversight, with a strong emphasis on delivering personalized strategies and long‑term guidance.

Responsibilities

+ Lead discovery, planning, and review meetings with new and existing clients

+ Manage a select client portfolio and provide ongoing financial guidance

+ Review portfolios, adjust allocations, and identify new planning opportunities

+ Develop customized financial, tax, estate, and retirement strategies

+ Collaborate with the Portfolio Manager to ensure appropriate investment positioning

+ Coordinate client needs across internal teams and maintain accurate documentation

+ Support onboarding, research, and client service activities

+ Build strong client relationships and help grow the business through referrals

Qualifications

+ Bachelor's degree or higher

+ FINRA Series 7 and 66 (or 63/65)

+ CFP required

+

Experience with goals‑based planning tools (eMoney, Money Guide Pro , etc.)

+ Strong communication and presentation skills

+ Ability to explain complex financial concepts clearly

+ Detail‑oriented, organized, and a strong problem‑solver

+ Wealth management experience with sound judgment and client‑first mindset

+ Collaborative and comfortable working in a small‑firm environment

Requirements Wealth Management, Client communications, Client conversations, Client Intake, Client management, Asset Allocation

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