Junior Investment Portfolio Specialist - On-Site Training
Job in
Summit, Union County, New Jersey, 07902, USA
Listed on 2026-08-29
Listing for:
Simplicity Group
Full Time, Apprenticeship/Internship
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Simplicity Group in Summit, NJ is seeking a Junior Investment Portfolio Specialist. This full-time, on-site role supports Wealth Advisors by preparing and presenting Investment Proposals, assessing client goals, and staying current on financial products and regulations.
Extensive training is provided, with opportunities to develop expertise in client relationship management, compliance, and collaborative team projects while advancing your career in financial services.
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