Junior Wealth Advisor — Apprenticeship Long-Term Mastery
Job in
Red Bank, Monmouth County, New Jersey, 07701, USA
Listed on 2026-03-01
Listing for:
Withum Wealth Management
Apprenticeship/Internship
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A high-performing wealth advisory firm in Red Bank, NJ seeks a Junior Wealth Advisor to develop within a mentorship structure. The role requires 0-5 years of experience in wealth management and a commitment to achieving CFP® and/or CFA® designations. Responsibilities include client meeting preparation, financial planning modeling, and operational support within a culture of high standards and long-term client relationships.
Competitive compensation includes a base salary of $70,000–$100,000 plus growth-based incentives, emphasizing a collaborative and accountable work environment.
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