Wealth Advisor Associate: Path to Senior Advisor
Job in
Columbia, Warren County, New Jersey, 07832, USA
Listed on 2026-03-06
Listing for:
Corient
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Location: Columbia
A leading wealth management firm based in New Jersey seeks an Associate Wealth Advisor to work with high-net-worth clients. Responsibilities include preparing comprehensive wealth plans and financial updates. The ideal candidate should have 4-8 years of experience, strong communication skills, and relevant certifications like CFP or CFA. A proactive approach and the ability to work independently are vital. Join a dynamic team focused on providing exceptional financial services and support for client relationships.
Compensation ranges from $97,000 to $127,000 annually, depending on experience.
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Position Requirements
10+ Years
work experience
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