Financial Client Relationship Consultant
CPS, Inc., Morristown, TN, United States
Overview
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 experience 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 individual 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.
Responsibilities
Collaborate with a team of wealth advisors to serve clients.
Build and maintain relationships with high-net-worth individuals and institutional clients via phone, video, and face-to-face contact.
Multitask and prioritize between operational tasks and client-centric tasks.
Grow within the role as a key asset to the advisory team.
Qualifications
2+ years of financial and/or wealth management experience
2+ years of financial client service
FINRA licensing - Ideally Series 65
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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 experience 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 individual 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.
Responsibilities
Collaborate with a team of wealth advisors to serve clients.
Build and maintain relationships with high-net-worth individuals and institutional clients via phone, video, and face-to-face contact.
Multitask and prioritize between operational tasks and client-centric tasks.
Grow within the role as a key asset to the advisory team.
Qualifications
2+ years of financial and/or wealth management experience
2+ years of financial client service
FINRA licensing - Ideally Series 65
#J-18808-Ljbffr