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Financial Consultant Financial Advisor

Senior Wealth & Retirement Client Specialist

Job in Ramsey, Bergen County, New Jersey, 07446, USA
Listing for: World Insurance Associates, LLC.
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm located in New Jersey seeks a Senior Client Associate to provide support for retirement plan and wealth management clients. Responsibilities include managing daily client inquiries, assisting with investment strategies, and ensuring compliance. The ideal candidate should have experience with investment planning tools and possess strong communication skills. This position also offers a range of benefits including health insurance and a flexible paid time off policy.
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Position Requirements
10+ Years work experience
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