Financial Client Relationship Consultant
CPS Inc, Convent Station, NJ, United States
Financial Client Relationship Consultant
Location:
Morristown, NJ (Hybrid 3 days in office / 2 days work from home)
Compensation : $80,000-$100,000, Full Benefits, 401k with a match, PTO and Tuition Reimbursement among others
Job Description A growing advisory firm in Northern New Jersey is looking to add to staff an experienced financial professional who will be collaborating with a team of wealth advisors. This individual should be comfortable with phone, video, and face to face contact in order to build and maintain relationships with high-net worth individuals and institutional clients. The ideal person will be someone who can multitask and prioritize between operational and customer-centric tasks. This professional will be a critical asset to the team of advisors and will have the ability to grow in this role.
Requirements
2+ years of financial and/or wealth management experience
2+ years of financial client service
FINRA licensing – Ideally Series 65
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Location:
Morristown, NJ (Hybrid 3 days in office / 2 days work from home)
Compensation : $80,000-$100,000, Full Benefits, 401k with a match, PTO and Tuition Reimbursement among others
Job Description A growing advisory firm in Northern New Jersey is looking to add to staff an experienced financial professional who will be collaborating with a team of wealth advisors. This individual should be comfortable with phone, video, and face to face contact in order to build and maintain relationships with high-net worth individuals and institutional clients. The ideal person will be someone who can multitask and prioritize between operational and customer-centric tasks. This professional will be a critical asset to the team of advisors and will have the ability to grow in this role.
Requirements
2+ years of financial and/or wealth management experience
2+ years of financial client service
FINRA licensing – Ideally Series 65
#J-18808-Ljbffr