More jobs:
Strategic Wealth & Investment Advisor
Job in
South Plainfield, Middlesex County, New Jersey, 07080, USA
Listed on 2026-07-13
Listing for:
3M HEALTHCARE
Full Time, Part Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
3M HEALTHCARE in New Jersey seeks a client advisory professional to guide clients toward financial goals, build personalized plans, and recommend brokerage products.
You will triage leads, refer to internal partners, meet clients to review goals, and ensure SAFE Act regulatory compliance in a fast-paced setting.
Requires Series 7 & 66 licenses, 1+ year in investments or financial services, strong relationship skills, and the ability to work 40 hours weekly.
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