Wealth Management Associate - NJ, Secaucus

Employer Industry: Wealth Management

• Opportunity for career advancement and growth within the organization
• Comprehensive benefits package including health and dental coverage, 401(k) plan with company match, and Employee Stock Purchase Plan (ESPP)
• Flexibility for work-life balance, allowing you to identify with your authentic self
• Sponsored pursuit of FINRA licensing and access to a full suite of remote-work technology solutions
• Chance to participate in community engagement programs and initiatives promoting diversity and inclusion
• Support for continuing education and professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional

• Build and maintain strong client relationships to understand their financial needs and goals
• Provide customized financial strategies and solutions to clients
• Participate in training and development programs to enhance skills and knowledge
• Engage in networking opportunities to expand professional connections
• Collaborate with colleagues to foster a supportive and inclusive work environment

• Demonstrated patterns of success and an entrepreneurial mindset
• Ability to work well in a diverse team environment
• Strong networking skills and a desire to shape and protect the future of clients
• Must be willing to pursue FINRA licensing requirements
• Commitment to ongoing professional development and education

• Previous experience in financial services or related fields
• Familiarity with client relationship management and financial planning concepts
• Participation in community service or social impact initiatives
• Interest in leadership roles or management opportunities within the organization
• Knowledge of diversity, equity, and inclusion practices

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Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.