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Wealth Management Service Advisor
Remote / Online - Candidates ideally in
Westfield, Union County, New Jersey, 07090, USA
Listed on 2026-02-16
Westfield, Union County, New Jersey, 07090, USA
Listing for:
Revolt Financial
Full Time, Remote/Work from Home
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm is seeking a Service Advisor in Westfield, NJ. This hybrid role involves collaborating with senior advisors to deliver financial planning, client support, and investment strategy implementation. The ideal candidate has 5+ years of experience, an active Series 65/66 license, and strong communication skills. This supportive team culture values professional growth and offers a clear path for advancement within the firm.
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