Executive Client Lead Financial Advisors
Job in
Red Bank, Monmouth County, New Jersey, 07701, USA
Listed on 2026-01-27
Listing for:
OneTeam Financial
Full Time
position Listed on 2026-01-27
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
A holistic financial planning firm is seeking an organized executive assistant to support top insurance producers. The role blends executive-level support, high-touch client service, and insurance case coordination. Candidates must be professional and detail-oriented, with comfort in interacting with high-net-worth clients. The position offers competitive compensation, benefits, and a hybrid work environment.
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