Client-Facing Financial Planning Support Specialist
Job in
Passaic, Passaic County, New Jersey, 07055, USA
Listed on 2026-06-13
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Cetera Financial Group is looking for a Financial Support Associate I in Parsippany, NJ. This role requires handling client inquiries and preparing materials for reviews and reports.
The ideal candidate will have a high school diploma, experience in financial services, and a proactive approach. Responsibilities include preparing new account paperwork, liaising with clients, and maintaining CRM records. The role offers a salary range of $29.00 - $34.00 plus performance-based bonuses.
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